The Overview tab is an auto-generated client workspace. It pulls together information from meetings, files, emails, notes, and documents. What you see depends on whether the record is an individual or a group, and on the information available.

The Summary gives you a current narrative of the client's situation and highlights the details Marloo has found across their profile. It shows when it was last updated.

For a group or family profile, Members lists the people attached to that group. Select a member to open their individual client record.

For an individual profile, Groups lists the groups the person belongs to. Select a group to open its profile.

Key Insights turns available client data into adviser-ready cards. Depending on the data in the profile, these can include:

Treat these insights as a starting point for review. Check the underlying meeting, file, email, or note before relying on them in regulated advice.

When the profile has activity, the timeline is a chronological record of meetings, documents, and files. Select an item to open the source record.

[Screenshot: Group profile showing Members, alongside an individual profile showing Groups]

The overview regenerates automatically when new information is added to the client profile, such as a new meeting summary, an updated note, or an uploaded file. There is a short delay as the system waits for activity to settle before regenerating.

You cannot manually trigger a regeneration. You cannot directly edit the overview text.

The only way to change what the overview shows is to update the source data. For example:

The overview will regenerate to reflect the updated information.

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

Check the source that the outdated information came from. This is usually a transcript or uploaded document. Correct the information at the source, and the overview will regenerate with the updated data.

Upload additional documents to the client profile. The more context Marloo has, the more comprehensive the overview becomes.

The overview builds from new activity on the profile, such as a meeting summary, an uploaded file, or a note. It does not backfill automatically for content that was already on the profile before this feature was switched on, so an older client can look empty even though they have past meetings logged. Add any new note or file and the overview generates within a few minutes.