Each client's review date, on one calendar with your follow-ups.
Set a first review when you add a client, and keep the tasks that come out of each meeting.
- In the same workspace as your clients' leases
- Past-due items flagged on your Dashboard
- Nothing is sent to your clients
- Nov 2MonSave the review packet as PDFTaskThe Hollis Family Trust · Done
- Nov 3TueCall Pecos Bend Operating: no report since Mar 2026TaskPast dueThe Hollis Family Trust
- Today · Thu Nov 5
- Nov 10TueAsk Caprock Mesa Energy for the division orderTaskThe Hollis Family Trust
- Nov 12ThuFirst review with The Hollis Family TrustReviewThe Hollis Family Trust
- Nov 20FriSend the review packet to the trusteeTaskThe Alder Bend Trust
- Nov 24TueFirst review with The Alder Bend TrustReviewThe Alder Bend Trust
- Dec 1TueStart the tax-season summariesTaskNo client
- Dec 8TueFirst review with Cedar Draw Holdings, LLCReviewCedar Draw Holdings, LLC
Past dueNov 3, 2026 · The Hollis Family Trust · Task
Nov 10, 2026 · The Hollis Family Trust · Task
ReviewsTasksExample book, as of Thu Nov 5, 2026. Click an item for its details.Example reviews and tasks, by date.
Client reviews are hard to keep track of.
The date and the data live apart
The review is in one calendar; the client's leases and changes are somewhere else.
Each client's next review sits on the client page and on one calendar.Follow-ups slip
The division order (the operator's record of the client's share) you meant to ask for, the operator you meant to call.
Tasks tied to the client, with a due date and a Past due flag.Walking in cold
It's hard to know what changed for a client before the meeting.
Within 30 days of a review, it shows in What changed, with a pointer to the review packet.
Four moments around a review.
For the day you add a client, the weeks before a review, and the follow-ups after it.
Pick the first review
One date field, filled in for you.
See it ↓ Every morningComing up
The next five items, on your Dashboard.
See it ↓ Before the reviewWhat changed
The review shows there, with a pointer to its packet.
See it ↓ After the meetingAdd the follow-ups
Each one tied to the client, with a due date.
See it ↓A first review for every client you add.
Part of adding a client: one date field, filled in for you.
- About three months out by default, or a date you pick.
- On the calendar in green, linked to the client's page.
- "Next review" in the client's header, beside the review packet.
After the first review, add the next one as a task.
The follow-ups each meeting brings.
Add a task in one line, tie it to a client or keep it standalone.
- Due in a week unless you pick a date.
- Past due flagged in red, in the list and on the Dashboard.
- Tick to move it to Done; untick to reopen.
Past dueNov 3, 2026 · The Hollis Family Trust · Task
Nov 10, 2026 · The Hollis Family Trust · Task
Nov 12, 2026 · The Hollis Family Trust · Review
and 5 more, by due date
Nov 2, 2026 · The Hollis Family Trust · Task
See what's due before you open the calendar.
Your Dashboard and What changed show what's due soon, without opening the calendar.
- Coming up: the next five reviews and tasks, past due first.
- A count in the menu: open items due within 30 days, past due included.
- Reviews within 30 days show in What changed, pointing to the packet.
Past dueNov 3, 2026
Nov 10, 2026
Nov 12, 2026 · The Hollis Family Trust
Nov 20, 2026
Nov 24, 2026 · The Alder Bend Trust
The review packet in Reports gathers everything that changed for this client.
Want to set a first review for one of your clients?
Find a client's record →One review, worked through.
The Hollis Family Trust's first review, from the day it was added to the meeting.
Review due: First review with The Hollis Family Trust · Nov 12, 2026.In What changed
Nothing is sent to your client or the operators unless you send it yourself.
- Review on the calendar1
- Tasks for it3
- Review packetNov 2
The first review is set the same way for every client you add, and your Clients list shows each client's review date in one column.
Note for your fileDoes Mineral View send reminders?
- Will I get reminder emails?No. Reviews and tasks show on the calendar and your Dashboard, and reviews also show in What changed.
- Is anything sent to my clients?No. Nothing is sent unless you send it yourself.
- Can I see my tasks on another device?Yes. Reviews and tasks are saved to your account.
Set a first review for your own clients.
Create a free advisor account →Add a client, and the first review comes with it.
Your clients' records come from the Texas county records, so your clients don't need an account, and adding a client does not change legal ownership.
Find the record
Search by name, county, lease or address.
Choose the leases
Review the leases on the record and pick which to add.
Set the first review
About three months out, or a date you pick.
Note for your fileWhat happens to your client data?
- Who can see the notes I keep on a client?Your private notes are visible to your firm only.
- Is anything sent to my clients or to operators?No. Nothing is sent unless you send it yourself: you save or print each document and decide what to share.
Every client review, next to the data.
Looking after many clients? Talk to us
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