In this episode of Office Hours, Steve Drost and Will Kaplan break down a common question: When should I use a project vs. a workflow in Quivr?

They explain the key differences, when to use each tool, and how they work best together—especially for complex tasks like estate planning or onboarding.

You’ll hear real-life examples, tips on setup, and how using both features can keep your firm organized and efficient.

In this episode of Office Hours, Will Kaplan and Steve Drost dive into the concept of process compliance—what it means, why it’s critical for both solo advisors and larger firms, and how to build workflows that ensure consistency while allowing for flexibility. Using everything from surgical procedures to financial planning workflows, they explore how to deliver a reliable client experience without sacrificing individual preferences.

In this Office Hours episode, Steve Drost and Will Kaplan break down a common question from a Quivr user: what's the difference between recurring tasks and Archr processes—and when should you use each?

They cover real-world examples like ADV filings and 457 plan reminders, explaining how features like task steps, calendar views, and timing help determine the best fit.

If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.

In this Office Hours episode, Steve Drost and Will Kaplan share a simple but powerful solution to link accounts directly to an IPS record in Quivr—no developer needed. Learn how adding a lookup field can streamline communication with your trading team and keep all key info in one place.

👉 Join Office Hours every Wednesday if you're a Quivr user.

Steve Drost and Will Kaplan from Quivr share a simple, repeatable system for tracking client states and staying compliant—perfect for advisors with clients across the U.S.

You’ll learn how to:

• Build a report grouping clients by state

• Use task steps in Quivr to automate reminders

• Stay audit-ready without overbuilding your tech stack

📅 Join Office Hours live every Wednesday

In this Office Hours episode, Steve Drost and Will Kaplan dive into a growing trend: more support team members (not firm owners) are showing up to Quivr’s office hours! They break down why that's happening, how firm leaders are delegating smarter, and why understanding Quivr at a high level is often all you need to lead effectively. If you're a Quivr user (or thinking about becoming one), this is a must-watch!

In this episode of Office Hours, Steve Drost and Will Kaplan from the Quivr team dive into a unique challenge posed by one of our users: how to track donor-advised fund contributions and related tax planning in Quivr CRM. We explore practical, out-of-the-box solutions using Quivr’s task templates, custom reports, and even custom objects for more complex needs. Whether you're a new or experienced Quivr user, this session provides useful tips for improving efficiency in tracking important client data. Watch now to see how Quivr can help your practice run smoother!

In this episode of Office Hours, Steve Drost and Will Kaplan unpack the secret sauce that’s turning good Quivr users into great ones—just showing up. Whether you're asking questions or just listening in, Office Hours has become a place where ideas spark, strategies evolve, and advisors learn from each other in real time. This week’s discussion highlights how even passive participation can lead to powerful insights and better implementation.

In this episode, Steve and Will dive into how Quivr users are creatively using external form tools to trigger automations within the CRM. Learn how to repurpose fields and leverage Archr to streamline your workflows.

In this Office Hours episode, we walk through how to set up a custom fee schedule in Quivr—like applying a minimum fee for clients under $1M AUM.

You'll learn how to:

🧮 Use the revenue adjuster field

🚫 Exclude assets from billing

📊 Display “real” AUM revenue using custom fields

Perfect for advisors with unique billing setups or custom KPI needs.

In this episode of Quivr Office Hours, Steve Drost and Will Kaplan discuss how a Quivr user automated seminar data entry using Zapier to connect a standalone tool with Salesforce. Discover how this solution saves time, reduces duplicate entries, and keeps data clean for better reporting and automation.

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize their CRM to manage complex trusts. Follow along as they walk through a real case from David, a Quivr user, who needed to handle an irrevocable trust involving multiple generations.

Learn how to:

✅ Structure trusts correctly within Quivr

✅ Assign accounts to the right household

✅ Automate key workflows for trust management

✅ Use tags and reporting for trust-specific insights

If you're a financial advisor looking to streamline trust management in your CRM, this session is a must-watch!

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize the CRM to match their unique practice needs. Join Steve as he walks through a recent case with Zach, a Quivr user who specializes in estate planning, and shows how easy it is to tailor the platform to track complex workflows and fields like guardianships and other estate-specific tasks. If you're a financial advisor looking to streamline your processes and make your CRM work for you, this episode is a must-watch!