Managed Clients

Clients maintained by the consultant workspace.

View all

{% for client in payload.managed_clients %}

{{ client.client_code or '-' }} • {{ client.relationship_stage.replace('_',' ').title() }} • {{ client.status.replace('_',' ').title() }}

Conversion: {{ client.conversion_status.replace('_',' ').title() if client.conversion_status else 'Not Requested' }}

{% else %}

No managed clients yet.

{% endfor %}

Linked Firm Clients

Only explicitly linked firm clients are visible.

{{ payload.active_links|length }} active

{% for link in payload.active_links %}

{{ link.client.client_code if link.client else '' }} • {{ link.relationship_type.replace('_',' ').title() }}

Client {{ 'visible' if link.can_view_client else 'hidden' }} Services {{ 'visible' if link.can_view_services else 'hidden' }} Due dates {{ 'visible' if link.can_view_due_dates else 'hidden' }} Communications {{ 'visible' if link.can_view_communications else 'hidden' }}

{% else %}

No firm clients are linked yet.

{% endfor %}