Yes. ChangeGPS Action Meeting allows you to filter the generated action plan document in Step 4 — Review & Documents before exporting or emailing it. Use the Action Filters to select the Responsible Party (Client, Accountant, or All) and Status (Outstanding, Completed, or All). Filtering by Client and Outstanding produces a focused action plan that shows only the tasks the client needs to complete — without your internal actions appearing. This is useful for emailing a clean, client-facing action list after the meeting. The unfiltered version showing all actions is retained internally in the ChangeGPS meeting record.