A Relationship is the top-level container for a client household or group — for example, "The Smith Family." Everything in DarkLion ultimately ties back to a Relationship: the People who can log into the portal, the Companies they own, the billing subscription, and the pipeline history for the whole household.

Creating a Relationship

  1. Go to CRM in the sidebar → click the Relationships tab.
  2. Click + New Relationship.
  3. Fill in:
    • Name — The household name (e.g., "The Smith Family" or "Smith Group").
    • Service Tier — The level of service this client receives.
    • Billing Status — The current subscription status.
  4. Click Save.

Service Tiers

  • Legacy BluePrint (legacy_blueprint) — Comprehensive, full-service client with estate and legacy planning. Sentinel's highest-touch service tier.
  • Full Service (full_service) — Full-service advisory and tax client.
  • Tax Only (tax_only) — Tax preparation services only, no advisory component.

Billing Status

  • Active — Subscription current and in good standing.
  • Past Due — Payment overdue; subscription may be at risk.
  • Cancelled — Subscription has been cancelled. Client is no longer active.

Relationship Detail Page

Click any Relationship in the list to open its detail page. The detail page has three tabs:

Overview Tab

  • Lists all People linked to this Relationship with their portal status.
  • Lists all Companies linked to this Relationship with entity type and bookkeeping service.
  • Pipeline History — All completed and active pipeline runs for this household. You can see at a glance what tax returns have been filed, what engagements are in progress, and the full workflow history without digging through the pipeline board.

Notes Tab

Free-text internal notes visible only to staff — not accessible from the client portal. Use this for household context, special instructions, billing notes, or anything you want your team to know about this client group.

Billing Tab

Stripe subscription information for this Relationship. Shows the linked subscription, billing cycle, and payment status. Full billing management is coming soon — currently shows subscription data read from Stripe.

Editing a Relationship

  1. Open the Relationship detail page.
  2. Click the Edit button in the entity header (top of the page).
  3. A modal opens with fields for name, service tier, and billing status.
  4. Make your changes and click Save.
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The Pipeline History on the Overview tab is one of the most useful views in DarkLion — it gives you a complete record of every workflow run for a household without needing to open the pipeline boards one at a time.