Walk into every conversation prepared
You know your top ten clients by heart. You do not know the other two hundred. One tap on “Meeting brief” gives you a short summary of who this person is to you, what you last talked about, what is worth bringing up, and a friendly way to start.
How it works
- Built from your own notes. The brief only uses what you saved about the person: notes, personal details, history and open tasks. Nothing is made up.
- Specific, not generic. You get concrete things to bring up (“her daughter’s soccer season”, “the inspection report is still pending”), not filler.
- Ready in seconds. Open the contact, tap the button, read, call.
Common questions
Does the brief send my clients’ contact details to AI?
No. It uses your notes, first names and history. Phone numbers, emails and addresses are not sent. You approve AI use before the first brief.