Every email, signing session, and portal view for this client, newest first.

The client's portal — everything in one place

One secure link covering every active workflow, their cover, documents and details. The client verifies with an emailed code or their date of birth; while you're signed in, opening it gives you a read-only preview — no code needed.

Workflow links

Every live workflow also has its own secure portal link (same verification as the client portal — set under Settings → Security; read-only preview for you while signed in).

🌐 client-level documents and notes appear on every workflow's portal for this client.

Compliance · Adviser File Checklist

Generate documents

Quote pack · FSG · Client Acceptance — generated documents land in the list above, each with its own Word download.

View all notes for this client

The practice this workspace belongs to. Your plan and seats come with your subscription — the name is the part you can change here.

Printed on every client-facing document this practice generates — the profile, the schedule of insurance and the quote pack.

Brand

How the client portal and client-facing emails are styled — the wordmark, colours and footer note your clients see.

What this deployment is actually running right now — document renderer, data store, email provider and chat model.

Your sign-in

How people sign in to your practice, and how long a forgotten screen stays open.

The sign-out time applies to everyone in the practice.

AI models

Which model runs each AI feature for this practice. "Practice default" follows the deployment — change it here only if you want a different balance of cost and reasoning.

Everything that happened and everything that went out, including errors. Select a row to see its details.

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Insurer branding & contacts

Give each insurer a logo (it replaces their name across comparisons, dashboards and policy lists) plus the customer-service email and phone you use to deal with them directly.

About this workflow type

How this workflow type is named across the app: in the picker when you start a workflow, in the planner, and on this page. Leave a field blank to use the built-in wording.

The steps generated for every new workflow of each type. Edit titles, move steps, change the stage they gate, add or delete — newly created workflows follow the saved template (existing workflows keep their steps). Stages drive the automatic progression: when every step at a stage is ticked, the workflow advances.

Task types

The categories you can choose when you add or edit a task, and the filter on the Tasks page. Add one per line; names like "Document request" are tidied up for you. Steps that come from a workflow, and review requests from clients, keep their own category.

Workflow task timing

Steps fall due this many days after their stage becomes active. A step's own "Due (days)" in the template above takes priority when set; this is the fallback for steps with no offset of their own. Blank = no due date.

When steps open

A workflow's plan can have a lot of steps. Choose when a new workflow's steps turn up on the Tasks board, the Inbox and the dashboard. The rest wait on the workflow's Steps tab, marked Planned, where you can open any of them early. Applies to workflows created from now on; a running workflow keeps the way it was created.

Choose what happens after you add a client. Either way you land on their profile.

"Client type default" uses the workflow and template set for each client type below.

Every client has a type, chosen when you add them. Each type has a default workflow (its kind, template and owner), used whenever a workflow is started for a client of that type. Pick which type is pre-selected on the form.

Bring in clients and policies from a CSV or Excel file, such as an export from your old system or an insurer. Choose the file, check what each sheet is and which column feeds which field, then Import. Clients go in first, so a policy in the same file can find its client. Clients you already have are filled in where details are missing, never overwritten.

Columns you don't map are ignored and never stored. You can also add clients one at a time with Add client, or let meetings and emails create work for you from Integrations (Granola, Fireflies, the Email agent).

Meeting notes

Connect Granola or Fireflies and your meetings are filed straight into client workflows, or send them from any other app with a webhook (below).

Paste this URL into Fireflies → Integrations → Webhooks (event: transcription completed), or into Zapier / Plaud / Otter as a POST webhook. Anyone with the URL can file meetings into your practice — treat it like a password.

{
  "source": "otter",
  "id": "abc123",
  "title": "Jane Doe - annual review",
  "date": "2026-08-19T10:00:00Z",
  "attendees": ["jane@example.com", {"email": "adviser@therisklab.online", "name": "Sam Adviser"}],
  "transcript": "Jane: ...\nSam: ...",
  "summary": "Optional AI summary if the source already produced one.",
  "notes": "Optional free-text notes.",
  "url": "https://otter.ai/u/abc123"
}

Forward insurer approvals, requirements, commission statements or client emails to this address. The agent sorts them, files the attachments and suggests what to do next in your Inbox.

Last poll: —

Keys let an AI assistant or an automation work in The Risk Lab as you, with read-only or read-and-write access. Connect them through the API or the MCP server. The full key is shown once, when you create it.

Connect

Point an MCP client or automation at these endpoints. Replace rl_live_… with a real key from above.

Assistants that have write access make changes without asking first. Only give write access to assistants you trust.

All keys

Every active and revoked key across the practice, newest first.

Every practice and licensee on this deployment. Add one here, then add its users below. Open a practice to link it to its licensee.

Everyone who can sign in to this practice.

The public-facing education page at /hub — anonymous AI chat, a cover calculator, the insurer PDS/TMD library and the “talk to an adviser” lead form. Share the link, or open it to preview.

Turn sections of the hub on or off. A disabled section disappears from the page and its requests are blocked server-side.

Page views, AI chats and leads — all time, with the last 30 days charted below. Counts come from the activity log.

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Deployment overview

Every organisation on this deployment, not just this practice's own — visible only because this is the platform superadmin account.

Every practice and licensee on this deployment. Add one from the Practices card on the Team tab, and link a practice to its licensee there. A practice with users or clients can’t be deleted until those are moved or removed.

Everything logged in this practice, newest first. Your own views show as “Licensee oversight”.

Placeholders fill automatically on send: {first_name} {client_name} {adviser_name} {practice_name} {workflow_title} {link}. Add your own templates with + Add template; they appear in the email composer next to these.

Everything here appears as a tick-box option when you compose a signing session from a workflow. Add your own by writing it, uploading a document as it is, or uploading a PDF and letting AI rebuild it as clean, editable text.