Presentations

Building

Open a client. Presentations → New. Or from a meeting transcript, click Generate Presentation and the AI produces a draft with tools pre-populated.

Editing

Each slide is a tool (Concentration, 1031, Estate Plan, etc.) with parameters you can tune. Changes auto-save. Version history lives under Revisions — every version is a full snapshot, not a diff.

Sharing

Click Share. You'll get a signed public link. Options:

• Password — optional scrypt-hashed
• Expiry — anywhere from 1 hour to 30 days
• Revoke — invalidates the link immediately

Share pages carry your branding (primary color, accent, font) automatically.

PDF export

The Export button generates a multi-page PDF using @react-pdf/renderer. Branding applies; colors match Settings → Branding.