Clidash
AI Dashboard for Advisors
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Free
About
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.
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What's New in Clidash
1.12.0
August 4, 2026
This update improves how you manage clients, tasks and workflows. - Redesigned workflows, now with checklists, task timing and outcomes - Generate and download documents and reports for a client - Improved data health screen to help you find and resolve duplicate records - Trusts can now be added as clients - Group clients by family members - General performance and stability improvements
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