> For the complete documentation index, see [llms.txt](https://docs.scaleconnect.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.scaleconnect.com.au/scaleconnect-docs/insights/client-dashboard/client-education.md).

# Client Education

Your clients aren't just receiving reviews from you — they have their own window into their portfolio through the ScaleApp mobile app. This is where engagement becomes self-sustaining. When clients understand their position, they're easier to advise, faster to act, and more likely to refer.

{% content-ref url="/pages/YnxMynF51EQrsxayojTm" %}
[Client Engagement](/scaleconnect-docs/insights/client-dashboard/client-engagement.md)
{% endcontent-ref %}

{% content-ref url="/pages/t2t2ZhGsbiGlXVgNdzoX" %}
[Client Readiness](/scaleconnect-docs/insights/client-dashboard/client-readiness.md)
{% endcontent-ref %}

***

## The ScaleApp Client Experience

### What Clients See

ScaleApp gives each client a real-time view of:

* **Portfolio dashboard** — total value, equity, debt, LVR across all properties
* **Property details** — individual property values, growth, rental income
* **Cashflow projections** — personal, property, and portfolio-level views
* **Goal tracking** — visual progress toward savings targets and purchase goals
* **Strategy outputs** — the projections you've built for them in the simulator

### The AI Chatbot

The [client-facing AI](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/product-docs/scaleconnect-docs/scaleai/scaleai-for-clients.md) gives your clients 24/7 access to an assistant that understands their data. Quick prompt categories guide them toward useful questions:

* Finance & Loans
* Legal & Conveyancing
* Market Learnings
* Base Case Strategy
* Borrowing Power

Every interaction the client has with the AI reinforces that their portfolio is being actively managed. They're not just holding properties — they're executing a strategy, and they have tools to understand it.

***

## The Engagement Loop

When a client opens ScaleApp and checks their portfolio, they see real data. When they ask the AI a question, they get a personalised answer. When they receive your review, it connects to what they've already been exploring. Each touchpoint reinforces the others.

This creates a flywheel:

1. Client checks ScaleApp → sees their portfolio is actively tracked
2. AI review arrives → confirms their strategy is being monitored
3. Client asks AI a question → gets an instant, data-driven answer
4. Next meeting → conversation is productive because the client already understands their position

{% hint style="success" %}
**Tip:** Walk clients through ScaleApp during onboarding or your next meeting. Show them how to check their portfolio, ask the AI questions, and track their goals. Clients who use ScaleApp regularly are more engaged, better prepared for meetings, and more likely to refer.
{% endhint %}

***

## Next Steps

* [Client Engagement](/scaleconnect-docs/insights/client-dashboard/client-engagement.md) — how to stay connected with clients through the platform
* [ScaleAI for Clients](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/product-docs/scaleconnect-docs/scaleai/scaleai-for-clients.md) — the client-facing AI assistant in ScaleApp
* [Client Readiness](/scaleconnect-docs/insights/client-dashboard/client-readiness.md) — understanding when clients are ready to act
* [AI Reviews](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/ai-reviews.md) — generating and sending personalised portfolio reviews


---

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