Digital Practice

The ‘Client Insights’ screen shows a snippet of your client’s PMS data and the status of any active/recent actions on Digital Practice.

Get there by clicking the client’s name on a conversation or the button next to it. Also look out for hyperlinked client names on the day list and payments screens!

There is also a ‘Clients’ option in search results:

Status page of a clients recent actions on digital practice

How do I access the client insights screen?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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