Client deliverables are designed to generate documents using the client information already available in Vega.

The quality and relevance of each deliverable also depend on the context, instructions, and supporting information you provide.

Before Vega generates the deliverable, you can help it understand:

After the deliverable is generated, you can review and refine:

The process is designed to give Vega the context it needs to generate the most relevant deliverable possible, while keeping you fully in control of the final document.

Your firm’s branding settings are automatically applied to the Client deliverables your team generates.

User with admin permissions can manage these settings from the Branding tab on the Firm page in Vega.

You can customize:

These settings only need to be configured once.

Once they are in place, Vega applies them across your firm’s Client deliverables so each document follows a consistent visual identity.

If you’d like, you can also email [email protected] with your logos, brand guidelines, or other branding assets, and our team will take care of setting everything up for you.

Link the right contacts and households

When you create a Client deliverable, Vega gives you the option to link the relevant contacts and households.

This step helps Vega identify whose information should be used while generating the document.

Linking the right records can give Vega access to relevant context such as:

The more clearly the deliverable is connected to the right client records, the easier it is for Vega to retrieve the correct information.

Give Vega additional instructions

The Generate deliverable card includes a field where you can give Vega additional instructions before generation.

You can use these instructions to explain:

The additional instructions apply to that specific deliverable. They allow you to shape the output without changing the underlying template for everyone at your firm.

Attach supporting documents

You can also attach supporting files before Vega generates the deliverable.

These may include:

Vega can review these files alongside the client data and instructions you provide.

This is especially useful when the information needed for the deliverable is not already stored directly in Vega.

For a "Meeting recap" deliverable, one of the best ways to generate it is from the Sidebar AI assistant while you already have the relevant meeting open (read article: Sidebar AI assistant).

To do this:

Because the meeting is already open, the Sidebar AI assistant understands the page you are viewing.

That gives Vega direct access to the relevant meeting context, including:

Once Vega generates the deliverable, you can continue refining it directly from the deliverable page in the chat thread.

You can make targeted manual edits, ask Vega to revise sections through chat, or update the overall document settings.

You can edit the content directly at different levels.

Depending on what you want to change, you can:

Manual editing works well when you already know the exact change you want to make.

For example, you may want to correct a name, replace a sentence, update a figure, or remove an internal note before sharing the document.

You can also ask the Vega chat to make changes for you.

This is useful when the change affects a larger section or is easier to explain than to edit manually.

You can describe the result you want, and Vega will revise the relevant content.

This is especially helpful when you want to restructure or rewrite a section without starting over.

At the top of the deliverable panel, you will see a settings icon next to the export icon.

From there, you can manage the cover page details.

These settings include:

Vega will prepopulate these fields when the deliverable is created, but you can review and update them before exporting or presenting the document.

If your firm requires specific disclosure language on Client deliverables, email [email protected].

Our team can set up the disclosure for your firm and apply it across your templates.

This helps make sure your firm’s required language is included consistently whenever a Client deliverable is generated.

Before Vega generates the deliverable, focus on giving it the right inputs:

After Vega generates the deliverable, focus on reviewing and refining the result:

The better the context you provide before generation, the closer the deliverable will be to what you need.

The editing tools available afterward allow you to make the final adjustments without recreating the document from scratch.