Comprehensive Pre-Meeting Briefings

Receive a complete dossier before every meeting including: client history, previous conversations, outstanding issues, relevant documents, and strategic talking points. Walk into every meeting fully prepared and confident, even for clients you haven't spoken to in months.

AI Reseaches the Web on company and attendees

Client Intelligence & Relationship Insights

Get instant access to complete client context: past projects, communication preferences, decision-maker profiles, company news, and relationship health scores. Personalize your approach and avoid awkward "What did we discuss last time?" moments.

Document & Data Assembly

All relevant files, contracts, reports, and data automatically compiled and ready for reference. No more scrambling to find that proposal draft or last quarter's metrics—everything you need is organized and accessible.

Post-Meeting Action Item Tracking

Automatically extracts and tracks commitments, deadlines, and follow-ups from meeting notes. Ensures nothing falls through the cracks and maintains accountability on both sides of the table.