See the household in context
Keep financial details, goals and advice history alongside the conversations that explain them. Your preparation starts from the relationship you already know.
Start with the client’s story
Pick up the relationship with the context in front of you.
A useful client record helps you prepare for the next conversation. Ledger Black brings household details, meeting notes, emails, documents and tasks into the same workspace. See what has been discussed, which decisions have been made and what needs attention, whether you are meeting a new household or returning to an established client.
Give each opportunity a next step
Use pipeline stages, owners and tasks to make outstanding work visible to the people responsible for moving it forward.
Find the detail you need
Ask the AI Assistant within a client record to retrieve information and help prepare your next action, within your access and approval boundaries.
Inside the workflow
Less between you
and the work that matters.
Carry the context from enquiry to review
As an enquiry develops into an advice engagement, keep the household position, discovery notes, documents and agreed actions connected. People with the right permissions can see the work already completed and the questions still open. Reuse recorded information through the advice workflow, checking it with the client as their circumstances change.
Bring communication into the client workflow
Connect authorised Google or Microsoft accounts to work with email and calendar alongside the client record. Pipeline views and task lists help you choose where to focus. Aria helps with permitted work across the practice, while the AI Assistant within a client record supports detailed work on that relationship.
The detail matters
Good questions.
Straight answers.
Scope, setup and responsibility. Know where the boundaries are before you begin.
Can we quote insurance from the client workflow?
Yes, through Quotemonster where enabled. Live quoting requires company setup, adviser authorisation and supported provider access. Manual quote entry is available when live quoting is unavailable. You initiate comparisons and decide the recommendation; renewal alerts do not automatically generate fresh quotes for the book.
Can we connect our email and calendar?
Yes. Google and Microsoft connections require company configuration and account authorisation. SMS and reminders sent through a connected phone need separate device automation setup.
Can clients provide information before a meeting?
Yes. Clients can complete their profile before or between meetings, with fields shaped by the advice type. Your team reviews submitted information through the client update workflow.
Who can see a client’s information?
Access is governed by company scope, roles and client permissions. Aria and the AI Assistant within a client record have distinct scopes and must work within the permissions of the person using them.
The next conversation
Your practice.
With more room for advice.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works