ClientFlow helps consultants turn reviewed client meetings into follow-through packets, reminders, and client history.
Use it after a client call to organize the work that usually gets scattered across notes, email drafts, calendars, and memory. Record or paste a transcript, review the on-device brief, check packet readiness, and prepare client-facing follow-up material only after you have reviewed the details.
What ClientFlow helps with:
- Capture or paste client meeting notes. - Generate a local meeting brief for review. - Track commitments, risks, decisions, and next actions. - Prepare reviewed client packet drafts. - Keep client memory and recent context close at hand. - Add follow-through to Calendar or Reminders after approval. - Use guided sample mode before adding real client data. - Review privacy diagnostics and support details in the Trust Center.
ClientFlow is built for independent consultants, fractional operators, agencies, coaches, and service providers who sell and deliver through client conversations.
Important: ClientFlow output should be reviewed before sharing with clients. Reliable AI features require compatible Apple Foundation Models availability, and the app keeps review safeguards visible before client-facing export or share actions.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
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