Advanced AI
Powered by OpenAI's latest models for accurate, context-aware responses
Product Features
Built for Professional Excellence
Every feature designed to help you remember what matters most. From AI-powered search to automated client briefs, discover how we make client intelligence effortless.
Core Features
Everything you need to stay informed
Powerful features that transform how you manage client relationships
AI-Powered Semantic Search
Ask questions in natural language and get instant answers with exact citations. Our AI understands context and meaning, not just keywords.
- Natural language queries
- Citation-backed answers
- Hybrid search (semantic + keyword)
- Lightning-fast results
"What did Sarah mention about the Q4 budget?"
AI Response:
Sarah mentioned the Q4 budget will be increased by 15% to support the new product launch...
Source: meeting_notes_2024.md
Acme Corp
Generated Brief:
- •Key stakeholder: Sarah Johnson, VP Operations
- •Last meeting: Discussed Q4 budget increase
- •Next action: Review product roadmap
Automated Client Briefs
Generate comprehensive one-pagers before every call. AI synthesizes all notes, documents, and conversations into executive briefs.
- One-click brief generation
- Key stakeholders & relationships
- Recent interactions summary
- Next steps & action items
Meeting Transcript Analysis
Upload meeting transcripts and let AI extract action items, key decisions, and insights. Every conversation becomes searchable knowledge.
- Automatic action item extraction
- Key decision tracking
- Searchable meeting history
- Smart summarization
Team Sync - March 15, 2024
Action Items:
- • Sarah: Prepare Q4 budget proposal
- • Mike: Review product roadmap
- • Team: Schedule follow-up meeting
proposal.pdf
notes.md
contract.docx
meeting.txt
All documents auto-organized by client
Smart Document Organization
Upload files, drop in quick notes, paste meeting summaries. Everything auto-organizes by client and becomes instantly searchable.
- Multi-format support (PDF, MD, TXT)
- Auto-organization by client
- Vector-based storage
- Instant search across all files
Technical Excellence
Built on modern technology
Enterprise-grade infrastructure powering intelligent client management
Vector Database
Weaviate vector DB for lightning-fast semantic search across all documents
Enterprise Security
Multi-tenant architecture with data isolation and encryption
Real-time Updates
Instant document processing and search index updates
API-First
RESTful API for easy integration with your existing tools
Data Privacy
Your data stays yours. No training on customer data
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