The Clients page lists every business linked to your firm. You earn on referrals and on the Agent Automations you’ve built, and this is where both come together per client.

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The client list

Each row shows the client’s name, their active Agent Automations, your earnings from them month to date, and their status. Filter by owner or status, or search, and open a row for the full picture.

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Client detail

A client’s page opens on the Overview tab with how you’re connected (“Linked to your firm since March, referred by you”) and the numbers that matter:
  • Earned this month and total earnings from this client
  • Agent Automations built and currently active
  • Your details for this client: the referral and builder rates that apply, and the client’s member count
The rates shown here are yours for this client, resolved from the Commission Schedule and any per-client arrangement. Clients never see them.

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The Agent Automations tab

Everything your firm has built on this client’s account, with each Agent Automation’s status and the trail it carries. Attribution is set at creation and never moves, so this list is also the record of what you earn builder trail on.

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The Advisory Hours tab

Every time entry you’ve logged against this client: date, name, hours, value, and status. Entries move through Pending approval (waiting on the client), Awaiting payment, and Paid, and a cancelled entry stays visible for the record. The Log hours button lives here; see Logging advisory hours.

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Linking and unlinking

Clients choose their own firms. A client can link or unlink your firm at any time, and unlinking only affects future work: trails you’ve already earned keep paying while your account stays open.