The AI-powered operating system for consultants who manage multiple clients. Upload your methodology. Create isolated workspaces. Let AI generate deliverables using your process.
Credit card required · Cancel anytime · 30-day money-back guarantee
Every consultant hits the same ceiling. The tools aren't the problem — the missing layer is.
Team members can't execute without you on every call. Every project starts from scratch.
Notion, Google Drive, email threads, Slack — zero isolation, zero context when you need it.
ChatGPT gives generic advice. It doesn't know your methodology, your client's history, or your process.
Clients AI gives every client their own isolated environment, with your frameworks baked into every AI conversation.
Your SPIN methodology, discovery playbook, onboarding process — upload them and they become the AI's operating system for every client conversation.
Each client has their own separate workspace. Their data never mixes with other clients. Upload files, save notes, build context over time.
Every chat uses your frameworks + that client's data. The AI generates deliverables following your process, not generic best practices.
No onboarding calls. No configuration. Just results.
Drop in your frameworks, playbooks, and SOPs as PDF or DOCX files.
Add each client — company, industry, description. Upload their relevant files.
Every conversation uses your frameworks + client data automatically.
Export strategies, email sequences, and reports directly from the chat.
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 consultants are 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 · Card required
Credit card required · Cancel anytime · 30-day money-back guarantee
Yes. All data is encrypted at rest and in transit. Each consultant'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, Clients AI is designed for individual consultants 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.
Start your free trial today. No commitment required for 14 days.
Start Free Trial — $197/month after