Your value should not be buried. You should not face a blank page when it’s time to show the progress you have enabled for clients. AI Deliverables solves that — scouring through your notes to find life events and turn that into a clean, client-ready milestone timeline in seconds.
Start with Milestones
Open AI Deliverables → Create and choose:
Milestones Achieved → completed life events only (client-facing recap)
Milestones — Full View → completed + upcoming (planning narrative)
Each option tells you:
Who it’s for (Client-facing, Internal, Review recommended)
What it produces (timeline-style output)
Pick the Client + Review Inputs
Select a contact in Who’s this for?
The system instantly shows:
Total notes found
Sources included:
Regular Notes
In-Meeting Notes
CaptureGenius
CRM Notes
You can refine:
Sources (toggle on/off)
Date range (YTD, Last Year, Custom, All Time)
This controls what feeds the milestone timeline.
Generate (and Don’t Wait if It’s Large)
Click Generate
Small datasets → open immediately
Large histories → processed in the background
You’ll see:
Analyzing notes (part X of Y)
You can:
Click Notify Me & Close
Keep working — results appear in My Deliverables
Find and Manage Deliverables
Go to My Deliverables:
🟠 Orange badge → jobs in progress
🟢 Green badge → ready to open
Filter by:
Active
Ready
Opened
Failed
Failed jobs include Retry with pre-filled inputs.
Open, Edit, Send
When complete:
Click Open
Review and edit in the document editor
Then:
Share
Export to PDF
Email to client
Brand and Customize Your Milestones (Timeline Preferences)
You can control how every milestone timeline looks across the platform.
Where to find it
Settings → Personal → Timeline
What you can customize
Date Format
Choose how dates appear (e.g., ISO, readable formats).
Data is always stored in ISO — you can change formats anytime.
Marker Shape
Circle or Square
Applies to every milestone marker
Completed checkmarks stay upright regardless of shape
Completed Color (Branding)
Controls:
Marker fill
Checkmark color
Use your firm’s primary brand color for consistency
Example:
#16AC19(green)
Upcoming Color
Used for:
Future or in-progress milestones
Default is neutral gray so it doesn’t compete with completed items
Why Milestones Deliverables Matter
Turn raw notes into a clear life-story narrative
Show progress, not just activity
Reinforce your value through visible outcomes
Deliver something clients actually understand and remember