Beneath the executive summary on your Advisory Commentary page, each assigned partner has an expandable advisory notes entry with their detailed observations and any files they've shared. This guide covers reading them.
💡 Tip — Who can use this Available to clients on tiers with advisory commentary. Find it on the Advisory Commentary page.
Quick reference
| Step | Action |
|---|---|
| 1 | Expand a partner's notes and download attachments |
Step 1 — Read partner notes
On the Advisory Commentary page, scroll to the Partner Advisory Notes section. Each assigned partner has an expandable entry showing their name (with Lead and AI badges), the date, their client sentiment rating, and the domains they covered.
Expand an entry to read that partner's:
- Summary — their overall narrative.
- Strengths, Risks, Opportunities — structured observations.
- Decisions made or recommended.
- Action Items — tasks they've flagged.
- Attachments — files they've shared (downloadable via signed links).
📝 Note — Notes are per-partner, per-period Each partner writes their own log for the period. If you have multiple advisors, you'll see separate entries — useful for comparing perspectives. The lead partner's consolidated view is internal to the advisory team.
💡 Tip — Attachments may have a time limit Download links for attachments are signed and time-limited for security. If a link has expired, re-open the advisory notes — generating a fresh view issues a new link.