Stop the frantic search for context before every client call. Klipy delivers automated matter briefings, giving you the command of the facts you need to advise with total confidence and authority.
Briefing 2000+ Industry Leaders in Legal, Finance, Consulting, and Startups
Critical details are buried in emails and documents, forcing a last-minute scramble before every call.
A forgotten detail or a missed undertaking doesn't just look unprofessional - it can introduce real risk and undermine client trust.
Klipy was built to do one job: give you the leverage to scale professional intimacy with your network.
It doesn't just give you data; it delivers proactive preparedness by mastering three core skills.
Klipy automatically unifies every email, message, meeting, and note into a perfectly timelined, private database of your professional world.
Then Klipy analyzes your summaries to flag critical tasks, promises, and requests, and suggests your next strategic move.
Before any important call, Klipy sends you a concise briefing with a summary of past conversations and a checklist of pending promises, replacing last-minute anxiety with calm confidence.
Start and end your day with a scannable recap of your schedule and urgent tasks, ensuring you are always in control and moving your most important relationships forward.
Of your client commitments and undertakings, identified and tracked.
Klipy's Action Center is your safeguard against missed deadlines and unfulfilled promises.
That deep partnership is built on an unbreakable foundation of trust based on on three simple, non-negotiable principles.
We never train AI models on your data. It's processed in a private cloud environment, protected from any third-party access.
Automated systems process your data over encrypted channels. No human can ever access the content of your communications.
Data is protected with end-to-end, enterprise-grade encryption. We are CASA Certified, GDPR compliant, with SOC 2, ISO 27001, and HIPAA in progress.
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