Client Smart Summary
The client Smart Summary highlights important client information, including recent activities, top in-pursuit projects, active projects, completed projects, and key performance indicators (KPIs).
After you generate a client Smart Summary preview and verify its contents, you can copy the preview contents to the file format of your choice.
Use the tool to rapidly build Smart Summary briefings using AI-generated technology and your data. For example, you can create briefings that summarize data for your clients or projects. For more information, see Using the Smart Summaries Tool.
- Related Topics:
- Generate a Client Smart Summary
Generate a client Smart Summary to see important client data, including top in-pursuit projects and key performance indicators (KPIs) for awarded projects. - Contents of the AI Generated Client Smart Summaries Preview
The client Smart Summaries preview highlights important client information, including recent activities, top pursuit projects, active projects, completed projects, and key performance indicators (KPIs). - Learn More About...
Learn key concepts and components that will help you use the client Smart Summary effectively.
Parent Topic: Firms