This article shows you how Client View brings a client's meetings, files, emails, and notes into one place you can search and query with Ask Marloo. As those pieces land - meetings you record, emails that sync, files you upload - the profile gets richer and more up to date, which is what Ask Marloo and document generation draw on.
Executive Summary
Uploading documents like fact finds, risk profiles, and previous SOAs makes Ask Marloo and document generation more powerful.
The Overview tab is an auto-generated workspace that differs for individual and group profiles, and can surface Key Insights when data is available.
Click Clients in the left sidebar to see your full client list. Select any client to open their profile.
Ask Marloo
Ask anything about your client in seconds. Click the Ask Marloo button in the top right of any client profile to query across all meetings, documents, and notes for that client.
Example questions:
"What did we discuss last meeting?"
"What was their biggest concern in January?"
"How is their mortgage structured?"
"What are their current insurance arrangements?"
Marloo provides direct answers when the information is clear, explains its reasoning when inferring, and always cites which meeting, document, or note the information came from.
For the full guide, see Using Ask Marloo in Client View.
Uploading Context
The Files tab stores all documents relevant to a client. Click Upload Documents to add files, or drag and drop documents directly into the Files area.
The more you upload, the more powerful Ask Marloo and document generation become. Suggested files include:
Fact finds
Risk profiles
Productrex reports
WealthSolver reports
Risk Researcher reports
Product disclosure statements (PDS)
Previous SOAs/ROAs
Financial statements
All common document types are supported, including PDF (text-based and scanned), Word, Excel, PowerPoint, and HTML. There is no restriction on the number of documents you can upload.
Client Overview
Each client profile includes an auto-generated Overview tab. What you see depends on whether the record is an individual or a group, and on the information available. Group profiles show Members; individual profiles show contact details and linked Groups. Both can surface Key Insights when Marloo has relevant data. The overview updates automatically when new information is added. For full details, see Client Overview.
[Screenshot: Group profile showing Members, alongside an individual profile showing Groups]
Tagging Clients to Meetings
For meetings to appear in a client's profile, tag the client to the meeting. See Managing Your Clients for instructions.
What You'll Find in a Client Profile
Each client profile is organised into tabs. In the current workspace these include:
Overview: the client summary and key insights. Group profiles also show Members; individual profiles show contact details and linked Groups.
Tasks: work linked to the client
Meetings: meetings linked to the client
Notes and Files: manually added context
Emails, Documents, Slides, and Forms: related material where the relevant feature is enabled
Use Ask Marloo AI at the top right of the profile to query across the available client context.
Related Articles
Client Overview - detailed guide to the auto-generated client overview
Managing Your Clients - adding, tagging, merging, and organising clients
Client View FAQs - answers to common questions about Client View
Using Ask Marloo in Client View - full guide to querying client data with Ask Marloo