A novel system and process for managing multiple parties in a client relationship process is described. The system manages three independent parties including a client, an account manager, and an advisor. Records are retrieved from a file for a group of all clients that are part of the client relationship process. The records are displayed as user interface widgets that indicate status of client relationship for the group. Based on time periods expiring combined with no other contacts to a client having been made, a client relationship campaign of advisor, client being in a pre-defined tier, and client not being part of an active sales campaign, a script is retrieved for use during a follow-up communication. Account manager uses script to contact client. Answers received are stored into record in database associated with client in a hierarchical tree structure. Alerts, follow-up actions, and updating of user interface widgets are triggered.