What it does

In Practice → Clients, every active client row has a "Digest" button. Click it for a one-screen AI-generated brief on that client's situation:

• Snapshot stats — net worth, 30-day delta, observation count, realised CGT
• Narrative — three short paragraphs in the same engine that powers the client's monthly Executive Summary, but reframed for an accountant/planner reader (third-person, "the client" not "you")
• Follow-ups — 2–4 prompts to raise on the next call ("Worth checking with them whether…")

How it's framed

The narrative is built for practitioners:

• Surfaces things warranting your attention: stale data, observations stacking up, looming CGT events, IO loan rolling, super cap headroom shrinking, build runway gap.
• Phrased as discussion prompts, not advice the practitioner gives to the client.
• Length capped at 200–300 words so it's actually scannable.

Why we built this separately

The client's own monthly summary is in second-person, options-focused. Yours is in third-person, follow-ups-focused. Same underlying snapshot data, different framing for each reader.

Information only

Frank does not give advice. The digest is a starting point for your conversation with the client — apply professional judgement before acting on anything in it.