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Navigate The Firm Dashboard

Use the firm dashboard to find clients, scan client status, and take client-level actions without opening each client first.

What This Looks Like

Firm Clients dashboard with search, status filter, client table, task column, integrations, and assigned owners
Firm Clients dashboard with search, status filter, client table, task column, integrations, and assigned owners
Clients filter controls for narrowing the firm-level client list
Clients filter controls for narrowing the firm-level client list
Clients columns menu for choosing which client table fields are visible
Clients columns menu for choosing which client table fields are visible
Client selection actions for bulk client operations
Client selection actions for bulk client operations

How To Use It

  1. Search or filter the client list to find the client you need.
  2. Use the table columns to inspect tasks, pending transactions, feeds, integrations, assignments, and status.
  3. Use row-level actions for tasks and integrations.
  4. Select clients when you need a bulk action.

Check Before You Leave

You should be able to identify which clients need review, setup, assignment, or integration follow-up.

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