Feature Requests

Client Intelligence moves out of beta with a much more robust client chat experience. Users will be able to query meetings, emails, and all client context. Includes a redesigned timeline showing a unified flow of interactions, visible according to seat permissions (owner/manager/user).

Will provide firm-wide insights into client health, trends, keywords, and cross-sell signals—giving leaders clarity at a glance.

“What we did for the client this year” report.

Detect service gaps and recommend additional offerings based on conversations.

Allow firms to hide certain emails from employees based on rules or permissions.

Automatically generate email choices tailored to the meeting type.

Measure how quickly staff respond to client communications.

Scrape a business’s website to generate a detailed company overview for pre-call prep.