Keep every client interaction organized, documented, and accessible. Your Virtual AI Assistant makes it effortless to record notes, voice memos, and attachments after each session — building a complete client history that improves service quality and saves you time.
Smart tools that help you stay organized, informed, and always ready for the next appointment.
Add written notes after each appointment.
Record a quick voice memo instead of typing, it’s transcribed and attached automatically
Upload forms, images, or documents directly to the client’s record.
All notes, memos, and documents stay attached to each appointment, making future sessions smoother and more personalised
Reduce Admin Time: Save hours every week by replacing manual note-taking and filing.
Improve Accuracy: Automatic organization reduces the risk of missing or misplaced data.
Enhance Client Trust: Clients appreciate your precision and recall in follow-ups.
Ensure Continuity: Perfect for multi-staff environments or long-term client relationships.
Boost Professionalism: Arrive at every session prepared and informed.
A simple three-step process to keep every session organized.
Clients get the answers they need immediately, even after hours.
Fewer phone calls and emails for your team to handle.
Clients feel confident booking after getting clear, helpful information.
Let your AI handle post-session management — from note-taking to file organization. Focus on your clients, not your paperwork.
