ClientVault AI

ClientVault AI is the client intelligence platform built for professionals who refuse to let details slip through the cracks.

Record meetings. Upload documents. Let AI do the heavy lifting — instant summaries, action items, and insights from every client interaction. No more scattered notes. No more forgotten follow-ups. Just clarity.

Every client gets their own vault: a secure, organized space for meetings, recordings, files, notes, and AI-powered analysis. If you manage client relationships for a living, this is the tool you’ve been waiting for.

INSTANT ACCESS — NO SIGN-UP REQUIRED Start using ClientVault the moment you download it. No account creation. No passwords. No friction. Your device is your identity. When you’re ready to upgrade, subscribe seamlessly through your Apple ID.

RECORD & TRANSCRIBE Hit record and capture every word of every client meeting. ClientVault automatically transcribes the conversation with speaker detection — so you always know who said what, even months later. Stop relying on memory. Start relying on data.

AI-POWERED ANALYSIS Powered by Google Gemini, ClientVault doesn’t just store your notes — it reads them. Upload a contract, a brief, a voice memo, or meeting notes and get back: • A concise summary of key points • Actionable insights you might have missed • A prioritized list of next steps • A full searchable transcript

This isn’t a generic note-taking app. This is AI that understands your client work.

CLIENT VAULTS Each client has a dedicated space. Meetings, files, recordings, transcripts, and AI insights — all connected, all in one place, always accessible. Think of it as a digital filing cabinet that actually works.

MEETING MANAGEMENT Create meetings, assign them to clients, add action items, and track completion. The calendar view keeps everything visible at a glance. Never walk into a follow-up unprepared again.

BUILT FOR PROFESSIONALS WHO CARE Consultants, coaches, therapists, freelancers, lawyers, accountants, agencies — if your reputation depends on remembering every detail, ClientVault was built for you.

SECURE BY DESIGN Your client data is sensitive. We treat it that way. Ownership-verified security rules ensure your data is yours and only yours. No sharing. No selling. Period.

FLEXIBLE PLANS • Free — 3 clients, 500 MB storage, 5 AI analyses, 5 min recording • Starter ($29.99/mo) — 10 clients, 2 GB storage, 50 AI analyses, 15 min recording • Professional ($49.99/mo) — 30 clients, 10 GB storage, 200 AI analyses, 60 min recording • Unlimited ($99.99/mo) — Unlimited clients, 50 GB storage, unlimited AI, unlimited recording

Start free. Upgrade when your practice demands it.

YOUR CLIENTS TRUST YOU WITH THEIR BUSINESS. Trust ClientVault AI with your client intelligence.

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