As the lead partner, you have a Consolidated tab that rolls up every partner's advisory log for the period into one read-only view. This guide covers using it.
💡 Tip — Who can use this For lead advisory partners only. The Consolidated tab appears only for leads.
Quick reference
| Step | Action |
|---|---|
| 1 | Open the Consolidated tab to review the team's logs |
Step 1 — View the consolidated log
Open a client workspace and go to the Consolidated tab (lead-only). You'll see a read-only roll-up of every partner's advisory log for the selected period — each partner's name (with an AI badge if applicable), log status, sentiment, domains, summary, observations, decisions, action items, and attachment names.
A banner reminds you that individual partner notes are confidential within the advisory team.
📝 Note — It's for coordination, not editing The consolidated view is read-only. You can't edit other partners' logs from here — it's for seeing the full team's perspective in one place so you can coordinate the overall advisory narrative.
💡 Tip — Use it before publishing Before you publish the period's advisory commentary, review the consolidated log to make sure your published summary reflects the whole team's input, not just your own perspective. It's your best tool for coherent team-level advisory.