Features
An AI assistant for your business correspondence
Start every day knowing exactly who to contact, what to follow up on, and which contracts need attention — all from one organised place.
AI Insights
16 pre-built intelligence reports drawn from your real correspondence history — plus custom presets you define yourself. One click, cached results, no prompting required.
- Briefing, Relationship Radar, Pipeline Pulse, State of Play
- Call Prep, Relationship Story, Outreach Draft, Risk Check
- Buried Gold — surfaces forgotten commitments from old messages
- Data Health — finds missing fields and incomplete records
AI formatting
Paste a messy email thread and get clean, professionally formatted correspondence. Every word preserved exactly as written — no rewrites, no summaries, just better structure.
- Detects email threads and formats them chronologically
- Preserves original wording exactly
- Handles any email client format
- Falls back gracefully if AI is unavailable
One-click email import
A browser bookmarklet imports emails from Outlook or Gmail in a single click. Or connect your inbox and bulk-import months of past correspondence at once.
- Works with Outlook Web and Gmail
- Extracts sender, recipient, date, and subject automatically
- Bulk import scans your inbox for review before saving
- Data goes directly to your account — nothing stored in transit
Organised correspondence files
Every piece of correspondence is filed by business and contact. Recent items at hand, older items archived but fully searchable.
- Two-section view: Recent and Archive
- File by business and specific contact
- Track CC and BCC recipients
- Pin important entries
Professional exports
Generate print-ready documents whenever you need them. Export to PDF or Google Docs with consistent, professional formatting.
- PDF export for printing and sharing
- Google Docs integration
- Consistent layout across all exports
Full-text search
Find any conversation in seconds. Search by business name, contact, subject, or content across your entire history.
- Search across all businesses and contacts
- Filter by date range
- Business name prioritised in results
Team access
Invite your team to manage correspondence together. Role-based permissions, shared view, audit trail.
- Invite team members (Pro and Enterprise)
- Admin and Member roles
- Everyone sees the same organised view
Duplicate detection
Automatically flags when the same correspondence has been entered twice. Review and dismiss with one click.
- Automatic duplicate detection on save
- Side-by-side comparison
- One-click dismiss