20 clients, 200 meetings — TalkBase remembers every one and answers with citations
Ask across every call, doc, and message for any client and get the answer with its source quote — even after a handoff or when an account lead is on leave.
Start freeSound familiar?
Ten to twenty clients a day — the context-switching leaves you a step behind on all of them.
Scope creeps through Slack and calls with no paper trail, and disputes become your word against theirs.
Context dies on every handoff — and the client has to explain everything again.
How TalkBase helps
Reports that write themselves
Periodic summaries pull from every meeting and your connected tools — so the hours of unbilled client reporting just stop.
Scope on the record
Every change request captured from the call with its source quote. "Quick tweak" disputes end with facts.
Briefs & specs from the call
Turn a discussion into a written brief or spec in Markdown — your team builds from what was actually said, not a game of telephone.
Tasks straight to your tracker
Action items, owners, and deadlines pushed to Jira, ClickUp, or Trello — nobody types up the call.
A look inside TalkBase
Try it free in your browser — no download, no card.
Start freeSee TalkBase across a client portfolio
What it looks like across your clients
The account lead is on leave
A client asks where things stand. Instead of chasing the AM, you ask TalkBase and get the answer with the exact quote from last week's call.
"That wasn't in scope"
A "small tweak" turns into 8 hours. You pull the change request from the call transcript with its timestamp — the scope conversation ends in facts.
“An account manager went on leave and the client didn't have to repeat a thing — TalkBase had every decision and we just asked it.”
Operations lead, digital agency
What agencies say
Illustrative — replace with real testimonialsOnboarding a new PM used to mean re-explaining every client. Now they just ask TalkBase and get cited answers.
Scope disputes used to be our word against theirs. Now it's a timestamped quote, and they end in minutes.
Try it free in your browser — no download, no card.
Start freeWorkflows for you
How do you keep ten clients' context from bleeding into each other?
Agencies run many projects at once, and the details blur. Whose brand voice was that? Which client vetoed the blue? TalkBase gives each client its own project memory, so the answer is always cited and never mixed up.
Context switching is where accounts get dropped
When a team juggles a dozen clients, decisions and preferences live in scattered heads, threads, and docs. Someone applies Client A's feedback to Client B, or forgets a hard "no" from three weeks ago. The cost is rework, awkward apologies, and eroded trust.
Per-client memory with citations
Each client's calls, pitches, chats, and files flow into their own project memory. Ask about any account and the AI answers with exact quotes and timestamps, scoped to that client. An MCP server lets your AI tools read and write that context directly.
Confident answers on every account
Anyone on the team can catch up on a client in minutes and cite where a decision came from. Onboarding a new account manager stops meaning weeks of tribal-knowledge transfer. Fewer mixups means fewer fire drills.
Agency FAQ
Is each client kept separate?
Yes. Every client gets its own project memory, so answers and citations stay scoped to the right account.
Can our existing AI tools reach the client context?
Yes, through an MCP server that lets AI agents both read and write the project context; MCP is standard plumbing, so it fits alongside the tools you already use.
What sources feed a client's memory?
Calls captured without a bot, async "Pitch" recordings, Slack and Telegram chats, and uploaded files all flow into one place.
How current do answers stay?
The living auto-documents update themselves as new calls and messages come in, delivering each change as a diff you approve.
One retained client covers the whole team
Max is $19/mo — 50 GB files and unlimited AI for every client. See the full plans and start free.
See pricingExplore other audiences
Every client, every call — one searchable memory
Max is $19/mo — 50 GB files, unlimited AI.
Start free