Product / AI
AI for the notes, CRM updates, and missed calls
Built into your team's calls and texts. Designed so transcripts and summaries reach your archive.
Future Proof 2026 AI Demo Drop finalist and presenter
Spend client calls on the client, not the notes.
AI that works in the call. Notes, CRM updates, and missed calls, handled, with everything it produces on the record.
Summaries
Call transcripts and summaries. Transcribe and summarize every call, then log the summary to the client's record in your CRM. Your advisors stay in the conversation instead of the notes.
- An add-on: every call transcribed and summarized
- Summaries log to the client's record in your CRM
- Transcripts and summaries are captured and sent to your archive
- Already use an AI notetaker? Connect it on Text + Forwarding and Text + Phone
Receptionist
Answer calls when no one on the team can. The AI receptionist picks up after hours and as overflow when your team is busy.
- An add-on that takes messages, books meetings, and answers common questions about your firm
- Answers from a knowledge base your firm shares with it
- Tells callers it's AI, and every conversation is captured
Suggestions
Fill in contact records with less typing. AI suggests a name and an email for a contact. Included on every plan.
- AI suggests a name for a contact
- AI suggests an email for a contact
Your assistant
Your own AI assistant. Connect Claude or ChatGPT to CurrentClient and ask about your firm's calls, texts, and contacts in plain language.
- Connect through CurrentClient's MCP connection
- Works under the user's own login
- A review-before-send safeguard for outgoing texts
Set up the connection →See all integrations →
Guardrails
AI with guardrails. AI adds no new path around your records.
- AI transcripts, summaries, and receptionist conversations are captured and sent to your archive
- AI-drafted texts and texts sent through the MCP connection go through the same DLP policies as typed texts
- The AI receptionist tells callers it's AI
- AI providers don't train on your clients' data
Integrations
Connected to your CRM and archiver
AI transcripts, summaries, and AI receptionist conversations are delivered to your archiver. CRM sync with 8 CRMs, on every plan.
Syncs to your CRM
Delivers to your archiver
This is how advisor communication should work in a modern tech stack.
Taylor Stewart
Ataroke Wealth Management
AI questions.
Are AI transcripts and summaries archived?
Yes. They're captured and sent to your archive with the call, along with the recording and call log.
Do summaries go to our CRM?
Yes. Each summary logs to the client's record in your CRM.
Do our DLP policies apply to AI-drafted texts?
Yes. AI-drafted texts and texts an advisor sends through the MCP connection go through the same DLP policies as typed texts. DLP is on every plan.
Does the AI receptionist tell callers it's AI?
Yes. It tells every caller it's AI, and every conversation it has is captured.
What can the AI receptionist do?
It answers calls after hours and as overflow when your team is busy. It takes messages, books meetings, and answers common questions about your firm from a knowledge base your firm shares with it.
Do AI providers train on our clients' data?
No. AI providers don't train on client data. For details, see our Privacy Policy and Terms of Service.
What does it cost?
AI Transcription + Summaries is $18 per user/month billed annually, or $20 billed monthly, with 400 minutes included and $0.10/minute after. The AI receptionist is $25 per workspace/month, billed monthly, with 60 minutes included and $0.30/minute after. Overages are added to your next monthly invoice. See pricing.
Which plans can use the AI add-ons?
They are add-ons, not part of a base plan. AI contact suggestions are included on every plan.
Can I use Claude or ChatGPT with CurrentClient?
Yes, through CurrentClient's MCP connection. It works under your own login and includes a review-before-send safeguard for outgoing texts. Set up the connection.
