Client View FAQs

Open the meeting, click the attendee icons, click Add a Client, and search for the client. For full step-by-step instructions, see Managing Your Clients.

The client has not been tagged to that meeting. Tag the client to the meeting and, once the meeting has been summarised, it will appear in their profile.

Ask Marloo at the client level only searches meetings that are tagged to that client. If a meeting is missing, tag the client to the meeting first. Also check:

This is usually one of the following:

The overview pulls from meeting transcripts, uploaded documents, and notes. Check the source of the outdated information and correct it there. The overview will regenerate automatically. See Client Overview for details.

Not currently. As a workaround, copy and paste the overview text into a document.

An email address is required for every client record. Use a placeholder such as [email protected]. See Managing Your Clients for details.

Not currently. If a client was tagged to the wrong meeting, contact support with the meeting name, the correct client, and the meeting time.

Use the three-dot menu on a client record and select Merge Client. All meetings, uploads, and emails will be combined. Merging cannot be undone. See Managing Your Clients for full instructions.

All meetings, uploads, and emails from both records are combined into a single profile. The Client Overview will regenerate to reflect the merged data. This action cannot be undone, so verify you are merging the correct records.

Client View shows anyone you have interacted with via your integrated calendar, including clients, prospects, team members, and personal contacts. You can also add clients manually or via CSV upload (see Managing Your Clients).

Use the filter icon (three horizontal bars) next to the Clients title to:

Yes. When your team is synced through Marloo, the default view shows the entire team's client list. Toggle Show all firm clients using the filter icon to switch between your clients and the full team list.

Hover over the person, click the three-dot menu, and select Hide this person. You can also use the personal events filter on the meetings dashboard to stop personal calendar events from creating client records. See Managing Your Clients for details.

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.

Yes. Under the Meetings section in a client profile, click Add Meeting. You can then start recording, upload a transcript, or paste a transcript directly. Marloo will summarise it like any other meeting.

Yes. Ask Marloo keeps a record of every question and response. To start fresh, click the three dots in the top-left corner of the chat and select Clear Chat. Clearing the chat is permanent; you will need to re-ask your questions.

Yes. Ask Marloo can perform calculations and financial analysis using data from uploaded documents and meetings. Each answer includes source citations and workings. All information should be reviewed for accuracy as part of your regulated advice process.

Ask Marloo keeps your client information in a closed system. It can also look up general public information (such as current tax rates) to help contextualise your client data. Your client data is never shared externally.

Marloo holds SOC 2 Type 2 certification, a global standard for data protection that requires an independent audit. Visit the Marloo Trust Centre for details. Marloo uses a variety of AI models. Your data is never used to train AI models, and we operate under zero data retention agreements.

Yes. Merge the two client records into one using the three-dot menu on a client profile. All meetings, uploads, and emails from both records will be combined. You can also rename a record to include both names (e.g. "John and Jane Smith"). See Managing Your Clients for full instructions.

Meetings with different email addresses may create separate client entries. The best solution is to merge the duplicates into one record using the three-dot menu. All meetings, uploads, and emails will be combined. See [Managing Your Clients] for instructions.