AI client memory
Keep the facts the AI assistant learns about a client and about your practice, and let staff review and manage them.
The problem it solves
Staff repeat the same background every time they ask for help, and client quirks are forgotten between jobs.
How it works
- As you work with the AI assistant, useful facts about the client are saved as memories.
- Open the client memory to see what has been saved.
- Edit or remove memories so the assistant works from accurate context.
What your practice gets
- The assistant remembers client context between conversations.
- Staff stay in control of what is remembered.
- Practice-level memories capture how your firm likes things done.
Watch it in the product
A short recording of ai client memory in use.
Questions accountants ask
Can I delete a memory?
Yes. Staff can review, edit and remove memories.
Is memory per client?
There are client memories and practice memories, shown separately.
Does memory replace notes?
No. Notes are your team's record; memory gives the AI assistant context.
Related features
Features that work alongside ai client memory.
AI Assistant chat
Ask the AI Assistant to do practice work in plain English. It works across clients, tasks, billing, email and more, with confirmation cards, file uploads and spoken replies.
AI memory management
Inspect, add, edit and remove what the AI remembers; older, unconfirmed memories fade over time.
VideoSignatory resolution
Work out who signs for a client entity (director, trustee or partner) so documents go to the right person.
Client cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
VideoMultiple folder sources per client
Attach more than one cloud folder to a client, choose the primary one, and sync or push documents to it.
Outstanding lodgements per client
See every outstanding lodgement for a client across years in one list.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.