People

Continuum automatically builds a living database of everyone you work with. Every conversation, every meeting, every email connects to the right person or household, giving you instant access to complete relationship histories whenever you need them.

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How Continuum Builds Your Contact Database

You don’t need to manually add every person to Continuum. We pull from the sources you already use to build out your contact list automatically. Where contacts come from:

• Your CRM - When you connect your CRM, you can import contacts directly. Go to People > + New Contact > Import from CRM to bring in the contacts you need
• Your email - Contacts from your connected email accounts flow in seamlessly
• Calendar invites - Anyone you meet with gets added automatically when you capture a meeting
• Meeting participants - When you add someone as a participant on a meeting, you can create a new contact for them on the spot
• Meeting participants - When you add someone as a participant on a meeting, you can create a new contact for them on the spot
• Manual additions - You can always add contacts manually when needed

Once imported, the more information your CRM has about a contact, the richer their Continuum profile becomes. If they’re new or have minimal info, no problem — Continuum learns about them organically as you interact.

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Viewing Your People List

The People page gives you a centralized view of everyone in your practice. Switch between the Contacts and Households tabs at the top depending on whether you’re thinking about individuals or families. What you’ll see for each contact: their name and email, their contact type, the household they belong to, and your last meeting together. Click the last meeting to jump straight to that meeting’s summary. You can sort the list by name or by last meeting date. Finding contacts quickly: Use the search bar to find anyone by name, email, or phone number. Two filters help you narrow the list:

• Contact type - Show only Clients, only Prospects, or any combination of types
• Household - Show only the members of one or more households

Contact types: Every contact has a type — Prospect, Client, Professional, Team, Archived, or Other — shown as a colored badge. Click the badge right in the list (or on a contact’s profile) to change it, for example when a prospect becomes a client. Adding a new contact: Click the Add contact button in the top right to manually create a contact record with their name, email, and phone number. This is useful for prospects you haven’t met with yet, referrals you want to track, or anyone who isn’t already in your CRM or email. Continuum warns you if a contact with the same email or phone number already exists, so you don’t create duplicates. Importing from your CRM: The arrow next to Add contact opens the import menu. If a CRM is connected, choose Import from CRM (or Refresh from CRM after your first import) to bring contacts in — while the import runs, you’ll see an Importing contacts… indicator at the top of the list. If you haven’t connected a CRM yet, the same menu takes you to Settings > Integrations to set one up.

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Working with households

The Households tab shows every family group in your practice: the household name, its members, and the household’s most recent meeting across all members. Managing households:

• Click New household to create one — give it a name (e.g. “Smith Family”) and pick its members
• Use the menu on any row to Rename a household, Edit Members, or Delete it
• From the Contacts tab, use the row menu on any contact to Add to household

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Contact Profile Overview

Whether you’re looking at an individual or a household, the profile structure works the same way. Click on any name to open their full profile. The People page gives you a centralized view of everyone in your practice. Switch between the Contacts and Households tabs at the top depending on whether you’re thinking about individuals or families. What you’ll see for each contact: their name and email, their contact type, the household they belong to, and your last meeting together. Click the last meeting to jump straight to that meeting’s summary. You can sort the list by name or by last meeting date. Finding contacts quickly: Use the search bar to find anyone by name, email, or phone number. Two filters help you narrow the list:

• Contact type - Show only Clients, only Prospects, or any combination of types
• Household - Show only the members of one or more households

Contact types: Every contact has a type — Prospect, Client, Professional, Team, Archived, or Other — shown as a colored badge. Click the badge right in the list (or on a contact’s profile) to change it, for example when a prospect becomes a client. Adding a new contact: Click the Add contact button in the top right to manually create a contact record with their name, email, and phone number. This is useful for prospects you haven’t met with yet, referrals you want to track, or anyone who isn’t already in your CRM or email. Continuum warns you if a contact with the same email or phone number already exists, so you don’t create duplicates. Importing from your CRM: The arrow next to Add contact opens the import menu. If a CRM is connected, choose Import from CRM (or Refresh from CRM after your first import) to bring contacts in — while the import runs, you’ll see an Importing contacts… indicator at the top of the list. If you haven’t connected a CRM yet, the same menu takes you to Settings > Integrations to set one up.

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Working with households

The Households tab shows every family group in your practice: the household name, its members, and the household’s most recent meeting across all members. Managing households:

• Click New household to create one — give it a name (e.g. “Smith Family”) and pick its members
• Use the menu on any row to Rename a household, Edit Members, or Delete it
• From the Contacts tab, use the row menu on any contact to Add to household

Profile header: At the top you’ll see their basic info — name, contact type, email, phone number, and when your last interaction was. Click the name or the type badge to edit them in place, and click the email or phone chip to copy it. The header also shows a consent chip where you can record whether this contact has given consent to being recorded, so you always know before a meeting starts.

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The Overview tab

This is your relationship dashboard for this person. It has two main sections: Client Snapshot: Continuum’s AI automatically generates a summary of your most recent interactions with this contact — what was discussed, decisions made, and what matters most right now. It’s like having someone brief you before every meeting. Click Tell me more to get a deeper analysis. The AI will expand on the snapshot with additional context and insights. Your recent interactions: Below the snapshot, you’ll see a chronological feed of everything that’s happened with this contact — meetings you’ve captured together, updates made to their information, household changes, and more. This feed gives you the complete story of your relationship at a glance.

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Trending Topics

On the right side of every contact profile, you’ll see a Trending section. What are trending topics? These are themes that keep coming up in your conversations with this person. Continuum analyzes all your meetings, emails, and interactions to identify what’s most important to them right now. Why this matters: Before your next meeting, glance at the trending topics to instantly remember what’s on this person’s mind. It’s like having conversation context delivered automatically. Digging into a topic: Each topic card shows the meetings it came from. Click a topic to see a summary of the theme and the specific meetings where it was discussed, making it easy to reference past conversations.

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Meeting History

Switch to the Meetings tab to see every captured meeting with this contact. Click any meeting to jump directly to that meeting’s full summary, transcript, and notes. This makes it incredibly easy to reference what you discussed three months ago without digging through files. Before your next meeting: You can open this tab and skim your last few conversations with the person. You’ll walk in remembering exactly where you left off and what you promised to follow up on.

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Pages

The Pages tab shows every Page associated with this contact — drafts you’re working on and Pages you’ve already sent them. You can filter by status or author, and click any Page to open it. It’s the fastest way to see what client-facing deliverables this person has received.

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Email History

The Emails tab shows all email correspondence with this contact or from any family member in the household, pulled from your connected email account. This gives you a complete communication timeline alongside your meeting history. Everything in one place, no jumping between apps.

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Contact Details

The Details tab on the right side lets you view and edit all the information Continuum has about this person.Click any field to add or update information. Changes save automatically.

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Household Members

When viewing a household profile, you’ll see a Members section showing everyone in the family. Managing the household:

• Click + Add Member to bring someone into the household
• Remove members if family situations change (adult children, divorce, etc.)
• Designate primary contacts—usually the main decision-makers

When you click on any member’s name, you jump to their individual profile. When viewing an individual who’s part of a household, click the household name in their header to zoom out to the family view. This flexibility lets you navigate naturally between perspectives.

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Profile header: At the top you’ll see their basic info — name, contact type, email, phone number, and when your last interaction was. Click the name or the type badge to edit them in place, and click the email or phone chip to copy it. The header also shows a consent chip where you can record whether this contact has given consent to being recorded, so you always know before a meeting starts. Client Snapshot: Continuum’s AI automatically generates a summary of your most recent interactions with this contact — what was discussed, decisions made, and what matters most right now. It’s like having someone brief you before every meeting. Your recent interactions: Below the snapshot, you’ll see a chronological feed of everything that’s happened with this contact — meetings you’ve captured together, updates made to their information, household changes, and more. This feed gives you the complete story of your relationship at a glance. Digging into a topic: Each topic card shows the meetings it came from. Click a topic to see a summary of the theme and the specific meetings where it was discussed, making it easy to reference past conversations.

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Pages

The Pages tab shows every Page associated with this contact — drafts you’re working on and Pages you’ve already sent them. You can filter by status or author, and click any Page to open it. It’s the fastest way to see what client-facing deliverables this person has received.

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Using AI Ask with Contacts

When you’re on any profile, the AI has full context about that person or family. The AI knows:

• Complete meeting history with this person
• Trending topics from your conversations
• Email correspondence
• All details in their profile
• Recent activity and updates

Questions you can ask:

• What are Matthew’s main concerns right now?
• When’s my next meeting with this client?
• What did we discuss about life insurance?
• Has Matthew mentioned his retirement timeline?

The AI assistant on the People list also works across all contacts. Try asking “Which clients might need follow-up soon?” and Continuum will analyze your entire contact base to identify who you should reach out to.

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Syncing with Your CRM

Continuum works alongside your existing CRM, so you don’t have to maintain two contact lists by hand. Bringing contacts in: Connect your CRM in Settings > Integrations, then go to People > Add contact > Import from CRM to populate Continuum with your contacts and their existing information. Use Refresh from CRM any time to bring in what’s new. Sending your work back: After a meeting, use the Push to CRM button on the meeting page to send your meeting summary, notes, and tasks to your CRM, creating a complete record of the interaction where your team expects to find it. For households: If your CRM uses household structures, Continuum brings that organization along, so family relationships stay intact. Learn more in our CRM Integration documentation.

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Continuum works alongside your existing CRM, so you don’t have to maintain two contact lists by hand. Bringing contacts in: Connect your CRM in Settings > Integrations, then go to People > Add contact > Import from CRM to populate Continuum with your contacts and their existing information. Use Refresh from CRM any time to bring in what’s new. Sending your work back: After a meeting, use the Push to CRM button on the meeting page to send your meeting summary, notes, and tasks to your CRM, creating a complete record of the interaction where your team expects to find it. For households: If your CRM uses household structures, Continuum brings that organization along, so family relationships stay intact.

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Best Practices for Contact Management

Let automation do the heavy lifting: Don’t stress about maintaining every contact manually. Continuum captures most information automatically as you work. Just fill in gaps when they matter. Choose the right view: Use the Contacts tab when searching for individuals or managing your full contact list. Use the Households tab when planning family meetings or thinking about collective financial situations. Review profiles before important meetings: Spend two minutes in a contact’s profile before any meeting. Glance at the Client Snapshot, check trending topics, and skim recent meeting history. You’ll walk in confident and prepared. For families, think household-first: When working with couples or families, start with the household profile to get the complete context, then drill into individual profiles if needed. Keep details current: When you learn important information—a client moves, changes jobs, or hits a major life milestone—take 30 seconds to update their Details tab. Future you will be grateful. Keep contact types up to date: When a prospect becomes a client, click their type badge and update it. Filtering by type is only as useful as the types themselves — and an accurate list makes questions like “prioritize my active prospects” work much better. Trust the AI: Before meetings, try asking “Prepare me for my meeting with [name]” in the AI assistant. The preparation it provides, drawing from the complete contact profile, is often better than what you’d compile manually.