Client email drafts
Turn your notes into a concise acknowledgement or follow-up. 30 AI requests per month.
Draft client replies, summarise cases and prepare portfolio briefings from the facts your team provides.
Use AI to organize the facts you already have, with your team reviewing every result.
Turn your notes into a concise acknowledgement or follow-up. 30 AI requests per month.
Add structured facts, outstanding questions and next actions. 300 requests per month.
Summarise operational counts and priorities across your portfolio. 1,000 requests per month.
Your notes are processed through a secure server connection. API keys stay on the server. AI drafts are not automatically sent to clients or treated as verified records.
Only submit information needed for the task. Check accuracy, tone and commitments before using a draft. Provider availability and your plan allowance apply.
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