Connect
Authorize only the inbox, meeting, knowledge, calendar, or channel the workflow actually needs.
Connected client context
Bring the client history into the work.
One file per client. Every email, meeting, and note about them lands in it, so you stop re-explaining the account.
Connected client context
Bring the client history into the work.
One file per client. Every email, meeting, and note about them lands in it, so you stop re-explaining the account.
Start freeSound familiar?
The account lives in your head.
Re-reading your own notes
Before every call, you dig through email and docs to remember where things stand.
Context scattered everywhere
The history is split across inbox, calendar, drive, and chat.
It walks out with people
When someone leaves, the client knowledge leaves with them.
The account lives in your head.
Re-reading your own notes
Before every call, you dig through email and docs to remember where things stand.
Context scattered everywhere
The history is split across inbox, calendar, drive, and chat.
It walks out with people
When someone leaves, the client knowledge leaves with them.
How it handles this job
Walk into every call already caught up.
1
Connect your tools
Hook up email, calendar, meetings, and docs in a couple of clicks.
2
Review context in the dashboard
Open a client and the history is one scroll, not seven tabs.
3
Use it in the work
Ask before a call and get the story in seconds.
How it handles this job
Walk into every call already caught up.
1
Connect your tools
Hook up email, calendar, meetings, and docs.
2
Review it in the dashboard
The history is one scroll, not seven tabs.
3
Use it in the work
Ask before a call and get the story in seconds.
Connected sources
Give the workflow useful client context.
Email, meetings, docs, calendar, and chat, pointed at one place.
Connected sources
Give the workflow useful client context.
Email, meetings, docs, calendar, and chat, pointed at one place.
In the product
Client context in the dashboard.
The full history, right where the work happens.
In the product
Client context in the dashboard.
It was there when it happened, so the answer is already in the file when you ask.
Explore by industry
Every firm has clients to remember. Here is the fit.
Explore by industry
Good questions
About client memory.
Where does the memory live?+
Isolated to your firm, encrypted, never pooled or used to train shared models. It is yours.
Does it make things up?+
It works from what your business actually did: the emails, meetings, and notes in the file. Anything client-facing waits for your review.
What client context can it use?+
Emails, meetings, documents, and messages, one file per client.
The context job
Keep the source close to the answer.
Client memory is useful when the next draft or task can use the relevant supported thread, meeting, uploaded knowledge, and prior result without inventing missing facts. Workforce AI carries available context across configured workflows; people still verify important details and keep source systems current.
Retrieve
Bring forward the smallest relevant context rather than treating every old note as equally reliable.
Verify
Check changing facts, money, dates, advice, and commitments against the current source before acting.
Trusted by growing firms in agencies, advisory, staffing and more
Already putting an AI employee to work
8 hours a week backFollow-ups handled for DDReps
40+ calls written upNotes and next steps for Bear Maple
Replies already writtenDrafted in his voice for D.C. Ranieri
"It gives me back about 8 hours a week. The follow-ups go out without me, and I only step in when something needs a person."
BP
Brian Podnos
President, DDReps
President, DDReps
One job at a time
Stop re-explaining your own clients.
Start free with the email drafter, or book a walkthrough on your client memory.
Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
Free email drafter
No card · start in minutes
Start freeNo card · start in minutes
