Your advisory log is your private, per-period worklog for each client — a structured record of your observations, the strengths and risks you see, the decisions you recommend, and the action items you're assigning. It's confidential within the advisory team (the client doesn't see your log directly), and it feeds the consolidated view your lead partner uses to coordinate the team. This guide covers how to fill it in.
💡 Tip — Who can use this For advisory partners. Open a client workspace, then go to the My Log tab.
Quick reference
| Step | Action |
|---|---|
| 1 | Fill in your advisory log for the period |
Step 1 — Fill in your advisory log
From a client's review workspace, open the My Log tab. You'll see a form for the selected period with several sections.
Work through each section:
- Domains Covered — pick the advisory domains your log addresses this period (these default to your assigned scope).
- Advisory Summary — your overall narrative for the period. There's a word-count minimum, shown live as you type.
- Strengths, Risks, and Opportunities — three columns for your structured observations.
- Decisions Made / Recommended — the decisions you'd flag.
- Action Items — split into Client Actions (owned by the client) and Advisory Team Actions (owned by partners). Each has a description, owner, due date, and status.
- Client Engagement / Sentiment — a 1–5 rating of how engaged the client is.
Each text field has an AI Compose / AI Enhance button if you want Pulse AI to draft or polish your writing.
📝 Note — Save Draft vs Submit Use Save Draft to keep your work and come back. Submit Log locks the log for the period — after submitting it becomes read-only. Submit when your log is final; the lead partner's consolidated view pulls from submitted logs.
💡 Tip — You can attach files You can attach supporting files (spreadsheets, notes, screenshots) to your log. Attachments are stored securely and downloadable only within the advisory team — the client can't access them directly. If you need the client to see a file, share it through the Documents workspace instead.