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Core Feature

Know which relationships are thriving — and which need attention

AI-scored relationship health based on meeting frequency, sentiment, and engagement depth. Referral tracking. Institutional memory that survives staff turnover.

Relationships are your most valuable asset

Yet most firms have no system for measuring or protecting them.

60-80%

of consulting revenue comes from existing clients

79%

of new business comes from referrals (Hinge Research)

$1M+

in relationship value walks out when a senior partner leaves

How it works

Every interaction analyzed. Relationships scored. Alerts when needed.

Step 1

Every interaction is analyzed

Meetings, emails, and notes are continuously analyzed for sentiment, engagement depth, and frequency patterns.

Step 2

AI scores health and trends

Each relationship gets a health score with trend detection — is engagement growing, stable, or declining?

Step 3

Alerts when attention is needed

Get proactive alerts when a relationship is cooling, commitments are overdue, or engagement drops.

Relationships, measured and managed

Relationship health scores

Every client gets a score from 0-100 based on meeting frequency, sentiment, responsiveness, and engagement depth.

Trend detection

See which relationships are warming up and which are cooling down — before it becomes obvious.

Proactive alerts

Get notified when a key relationship hasn't been touched in too long, or when sentiment shifts negative.

Referral chain tracking

Track where business comes from. See which relationships drive referrals and quantify their impact on revenue.

Stop guessing which clients need attention.

Free for your first 20 meetings. No credit card required.