Intelligence as a Service
Load your frameworks once. Client Intelligence applies them to every client — in their own protected workspace. Scale without the complexity.
$197/month after trial · Cancel anytime
Education and services are merging into one intelligent layer.
“Scaling services and client-based businesses used to be hard or nearly impossible without a big team and lots of complexity. For the first time ever that’s not the case. AI has changed that. We now have Intelligence as a Service.”
Three layers working together.
Load your IP
Frameworks, processes, and methods
Add clients
Each one gets their own isolated workspace
AI delivers
Your intelligence applied to each client's data
One platform instead of a duct-taped mess of tools.
“It is now easier to fulfill and scale services than it is education. Your IP becomes persistent intelligence that runs across all your clients.”
Speak freely — AI structures your raw thoughts into actionable insights.
Paste meeting transcripts. Get structured summaries, action items, and decisions.
Upload audio files. AI transcribes and processes them automatically.
Switch between Claude Opus, Sonnet, GPT-4o, and more per session.
Each client workspace is completely isolated. Zero data bleed between clients.
Upload your methodologies once. They power every AI interaction going forward.
Save outputs as documents. Download as .md or .txt.
Track AI usage and costs by month. Know exactly what you're spending.
What they’re saying
“I used to spend 3 hours prepping for every client call. Now I spend 15 minutes. The AI already knows the client's context and my methodology.”
Sarah M.
Strategy Consultant
“Finally, an AI tool that actually understands that each client is different. The isolated workspaces are a game-changer for confidentiality.”
James T.
Fractional CMO
“Brain Dump mode has changed how I process client meetings. I just talk, and it structures everything into a proper action plan.”
Rachel K.
Operations Consultant
Simple pricing
No per-seat fees. No feature tiers. No surprises.
14-day free trial · Credit card required
Cancel anytime · 30-day money-back guarantee
Yes. All data is encrypted at rest and in transit. Each account's data is completely isolated — no data is shared between accounts. AI providers (Anthropic, OpenAI) do not use your prompts or data to train their models.
Team collaboration is on our roadmap and coming soon. Currently, Client Intelligence is designed for individual client-based business owners and fractional executives managing their own client portfolios.
Claude Opus 4.6 (most capable), Claude Sonnet 4.6 (balanced), Claude Haiku 4.5 (fast), GPT-4o, and GPT-4o Mini. You can choose the model per chat session.
You'll receive a clear notification when you're approaching your $40/month AI cost allowance. Once reached, new chat messages are paused until the next billing cycle. You can monitor usage in the Settings page.
Yes. Cancel directly from your Billing settings. You retain full access until the end of your current billing period — no immediate cutoff.
Documents: TXT, MD, PDF, DOCX, CSV. Audio files (for transcription): MP3, M4A, WAV, and other common audio formats up to 25MB.
Join client-based business owners who’ve stopped being the bottleneck.
Start your 14-day free trial$197/month after trial. Cancel anytime.