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Client knowledge and portal for account teams

Client history that stays when people leave.

Upload decks, contracts and notes per client, ask in plain language, get answers cited to the source, and share only what you choose through a client portal.

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No card to start. Every product, every seat, for 14 days.

Example data
Brain* client record for Northwind Coffee: profile fields, each marked internal or client-visible, with who verified it and when (example data)
What it does

Three things it does, shown on screen.

Documents and meetings

What sat in a shared drive becomes something the agency can ask about, not a file name to remember.

Upload a PDF, Word, text, markdown, CSV or JSON file for a client, watch a Google Drive folder, or add a meeting, and reads it so it can quote the exact passage later. Everything starts internal.

Example data
Documents and meetings: Example data
Answers with the source attached

Nobody repeats an AI answer in a client meeting without knowing where it came from.

Ask a plain question about a client and every claim in the answer names the document, profile field, person or campaign it came from, one click away.

Example data
Answers with the source attached: Example data
A portal built for the client

A client has somewhere to go that is not a shared folder, and you learn what they wanted to know.

Invite a client contact to a portal that shows only what you shared. They can ask their own questions there, and the questions they could not get answered come back to you as findings.

Example data
A portal built for the client: Example data

Also included

  • One record per client. Profile, people on both sides, campaigns, vendors and their grades live under one client, in five sections: profile, knowledge, ask, insights and the client portal.
  • Sharing you decide, with a log. Every field, document and campaign starts internal. Making one visible to the client shows exactly what will be shared first, and a screen lists everything shared with a client and its history.
  • Ask across clients. One question across every client you can see, with each answer cited to its client's record.
  • Conversations you can scope. Ask keeps conversations, takes a scope (campaign, dates, type or one collection) and says what it searched.
  • Meetings recorded live. Upload or record a meeting live and get a transcript with speakers, a summary and action items.
  • Data files read line by line. CSV, JSON and JSONL exports are read record by record, and answers cite the exact line.
  • Notes with images and voice. Notes carry images, files and voice clips, and Ask reads them all.
  • The record fills itself. Approved briefs and results can become client knowledge, and shows who on your team knows the client.
What Brain* replaces

A wiki nobody updates, and one long memory.

Most agencies tried a wiki, a shared drive or a Notion page for what the team knows about a client, and it lasted about a quarter before updates stopped. What answers a client question today is asking whoever has been at the agency longest, until that person is busy or gone.

Before

A wiki page nobody has opened since its author left

Searching chat for a decision someone remembers making

Asking whoever has been at the agency the longest

A client update means digging for what is safe to say

A record that grows every time someone uploads a document or logs an answer

A cited answer from the actual document or record

Asking , and getting the same answer whoever is in the office

A portal that shows only what you chose to share

Related reading:How do you keep track of what you agreed with a client?

Before you start

The AI, your data and the price, plainly.

  • What the AI doesWhich stored fields, people, campaigns and document passages answer a question
  • What it never doesWhether anything becomes visible to a client: a person decides that, after seeing exactly what will be shared
  • Where your data goesClient content goes to Anthropic's API only when someone asks a question or requests an insight, never in the background. To index a document for search, its text and each question are sent to OpenAI's API for embedding only; Anthropic sees only the passages retrieved for an answer. Training and retention for those calls follow each provider's API terms, not a setting in this product.

Models. Claude Opus 5.5 for answers and insights; OpenAI's text-embedding-3-small at 384 dimensions for search by meaning, in English and Spanish alike. Security and the AI, product by product

Pricing
  • Base$99
  • Pro$249
  • Agency$499
  • a month

Three plans. Every product from Pro up. Annual billing: $79, $199, $399 a month. See the pricing page for add-ons and seats.

Works with
  • Research from lands in the client recordA finding saved to becomes a permanent, searchable part of the client's history, and the brands and competitors kept here set up what watches for that client.
    • → : the brand roster
    • → : research findings
  • Directions from are kept in A direction locked in is kept in the client's record, so the next team knows what was decided and why.
    • → : a locked creative direction
  • Reports in on the client knowsThe industry and the brands and competitors kept in the client's profile are the ones groups accounts and compares benchmarks by, and a campaign's results come back here as what you learned.
    • → : brand and client entities
    • → : results

Recently shipped

Everything that shipped
  1. One brand voice per client, used everywhere
  2. From brief to campaign to deck
  3. Ask across every client
Questions

Common questions

For agency account teams, is client knowledge. It keeps what your team learns about each client, answers plain questions with the source cited, shares only what you choose in a client portal, and replaces a stale wiki.

Keep your next client's history in .

14 days, every product, every seat, no card to start.

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