Clidash

CliDash brings client management, meetings, and workflows together in one secure, intelligent platform. Designed for advisors and professional services teams, it helps you manage clients, automate tasks, and stay organized across every part of your business.

Highlights

• Smart client profiles with documents, notes, and custom fields
• Record and transcribe meetings with AI-generated summaries
• Chat assistant that understands your clients and tasks
• Task tracking, workflows, and automated reminders
• SharePoint and Outlook integrations for seamless productivity
• Secure, cloud-synced access on web and iPhone

Work smarter, deliver faster, and manage your business with confidence - all in one dashboard.