> ## Documentation Index > Fetch the complete documentation index at: https://slatehq.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Client records > Keep each client's status, commercials, contract, team, contacts, goals, and notes in one record, and let Slate update the record from your notes and contract. Each client has a record with everything your agency knows about it: status, money, contract, team, contacts, goals, notes, calls, and tasks. Slate keeps the record up to date from your notes and the signed contract. ## Why it matters Renewal alerts, health scores, and weekly briefs all read from the client record. A complete record means accurate alerts and no surprise renewals. ## Open a client record 1. Open the **Agency** page and stay on the **Clients** tab. 2. Click a client's row. The record opens in a drawer with five tabs: **Overview**, **Notes**, **Health**, **Calls**, and **Tasks**. Use ↑ and ↓ to move between clients, and Esc to close. The header shows the client's health band, status, services, renewal date, and account manager. **Prep for call** prepares you for the next call. The **⋯** menu has **Open workspace**, **Renewal prep**, **Weekly update**, **Copy link**, **Move workspace**, **Mark inactive**, and **Not a client**. ## Overview Client record Overview tab with Status, Client updates, Commercials, and Contract sections Click a value to edit it. Every change appears in **History**. ### Status * **Client status** — Active, Inactive, or Not a client. See [Manage clients](/docs/agency/manage-clients#change-a-clients-status). * **Workspace** — the client's own Slate workspace. Its tasks, results, and client users feed the record. * **Check-in cadence** — how often the client expects contact: **Every week**, **Every 2 weeks**, **Every month**, or **Every quarter**. The default is every 2 weeks. The cadence drives the "No note or client touch" alert. * **Pulse** — your own read of how the client feels. See [Set a pulse](/docs/agency/client-health#set-a-pulse). For the first 90 days after the contract starts, the record shows **Onboarding · day N of 90**. ### Client updates Turn on **Weekly client update** to have Slate draft a regular update for this client. See [Account manager workflows](/docs/agency/account-manager-workflows#weekly-client-update). ### Commercials * **Engagement** — **Retainer**, **Project**, or **Hourly**. * **Monthly retainer**, **Project value**, or **Hourly rate**, depending on the engagement. When you change a retainer, choose **From today** or **From a date**. * **Services** — what you do for the client, for example SEO or Content. Only the account manager, account director, and admins see money. Everyone else sees **Hidden**. ### Contract * **Renews** — when the contract ends or renews. It drives renewal alerts and the **Renewals in 90 days** card. A **Missing** chip means there's no date yet. * **Auto-renews** — **Yes** when the contract renews unless someone gives notice. * **Notice period** — days of written notice before renewal. Slate works out the deadline and alerts you before it. ### Upload the signed contract Slate can read the contract and fill in these fields for you. 1. Drag the signed contract PDF onto **Drop the signed contract here**, or click **browse**. The file can be up to 20 MB. 2. Wait while Slate reads it. This usually takes under a minute, and you can close the drawer. 3. Click **Review**. Slate lists each field it found, with the page and a quote from the contract. 4. Tick the fields to apply. Values that differ from the record start unticked. 5. Click **Apply ‹number› fields**, or **Keep the file, apply nothing**. Only people who can see money can upload a contract. Slate can't read scanned PDFs, which are images of text. If Slate shows "Slate couldn't find contract terms in this file", fill in the fields by hand. ### Team, contacts, and goals * **Team** — the account manager, account director, and team members. See [Set the team](/docs/agency/manage-clients#set-the-team). * **Contacts** — people at the client. Click **+ Add contact** and tag each person **Day-to-day**, **Decision maker**, or **Billing**. To record a departure, open the contact's menu and click **Mark as leaving**, then pick the last day and who covers. * **Goals** — what the client wants to achieve, in plain words. Click **Add goals**. When someone new joins a client call, Slate suggests them as a contact. Click **Add** or **Dismiss**. Client record showing two contacts with Day-to-day, Decision maker, and Billing tags, a goal, and the History list ### History **History** lists every change to the record: what changed, who changed it, and where it came from. Filter by **All**, **Notes**, **Calls**, **Edits**, or **Contract**. Click **Undo** next to a change to reverse it. ## Notes Notes are for your agency only. Client users never see them. 1. Open the **Notes** tab. 2. Type what you learned under **Add a note**, for example "Spoke to Jane: budget down 20% from January. Tom Lee is the new CMO." 3. Click **Save note**. Slate waits one minute before it reads the note, so you can fix typos. Click **Edit** to change the note, or **Read now** to skip the wait. After Slate reads a note, the text is final. Notes tab with the Add a note box, a suggested task with Create and Dismiss, and the History list ### What Slate does with a note * **Updates the record.** Slate shows "Slate updated N things from this note", for example a new contact, a leaving date, or a pulse. Click **Undo all** to reverse every change from that note. * **Suggests tasks.** Follow-ups appear under **Suggested tasks**. Check the assignee, then click **Create** or **Dismiss**. Tasks are created in the client's workspace, where everyone can see them, including client users. * **Asks before some changes.** Changes that need your OK appear under **Suggestions · need your OK**. Click **Apply** to accept one. For example, if you can't see money, a retainer change from your note waits here. Before Slate reads a note, it hides email addresses, phone numbers, and contact names from the AI model. Deleting a note keeps the changes Slate made from it. Undo those in **History**. ## Calls The **Calls** tab lists the client's recorded calls with sentiment and risk signals. If your team connects Google Calendar, it also shows upcoming meetings, and flags meetings where the decision maker isn't invited. Click a call to open its read. See [Client calls](/docs/agency/client-calls). ## Tasks The **Tasks** tab shows the client's open work in four groups: **Blocked on us**, **Waiting on client**, **Overdue**, and **Due this week**. It includes tasks from Slate and from ClickUp. * Click **Draft a nudge** to draft a reminder about items waiting on the client. * Click **Open tasks in ‹workspace›** to see all of the client's tasks. Tasks tab with items Waiting on client and Overdue, and a Draft a nudge link ## What's next * [Client health and reports](/docs/agency/client-health) * [Account manager workflows](/docs/agency/account-manager-workflows) * [Client calls](/docs/agency/client-calls) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.