We’ve updated the way SmartFields are filled from Redtail, Wealthbox, and Holistiplan to make the process faster and more intuitive.
What’s Changed?
Before:
You had to select a contact for each individual SmartField.
Now:
You select the client once — and the system pulls the data across all SmartFields automatically.
How It Works
Step 1: Add Contacts
When you click Fill SmartFields, you’ll begin by selecting the primary contact.
If the document requires multiple people (for example, a spouse), click:
+ Add Another Contact to Pull Data for
This allows you to pull data for both individuals in the same document.
Step 2: Match Contacts Across Sources
Next, you’ll match each contact to their corresponding record in:
Wealthbox
Redtail
Holistiplan
You’ll see a side-by-side view of:
Contact 1
Contact 2
Each connected data source
If needed, you can:
Search for a different contact
Change the match
Mark a source as Not Required
Step 3: Select Contact for Specific Fields (When Needed)
If a SmartField exists for more than one contact (for example, Signed Fee Agreement Date), you’ll be prompted to choose which person the field should pull from.
Simply select the correct contact, and the field will auto-fill.
Why This Is Better
✅ Select the client once instead of per field
✅ Easily add spouses or additional contacts
✅ Automatically match across multiple sources
✅ Fewer repetitive selections
✅ Faster document completion