Never miss the client worth a call — or the moment to make it.
Recall is an ambient AI layer for your practice. It watches your inbox, calendar, and clients, then drafts the right move at the right moment — in your voice. You approve. Nothing sends itself.
Recall reads your inbox, calendar, and client threads in the background — quietly filing the preferences, milestones, and supplier signals that matter.
Each morning it surfaces the handful of clients worth a touch — ranked by who needs you — with a message already written in your voice.
Read each card in seconds. Send, edit, or skip in one tap. Nothing leaves your hands without your say-so, and every choice teaches it.
One short feed, capped at six clients worth a touch — ranked, drafted, and ready to send. Here's how each one earns its place:
Not by who opened your last email. Recall reads supplier signals, life events, and booking gaps — then puts the right names on top.
Each card comes with a message already written the way you write — your warmth, your phrasing, your shortcuts.
No tabs. No CRM hops. Approve in a flick and Recall sends, logs, and remembers what you did.
A short, finite feed. If there's nothing worth saying today, you'll see that too.
This is the real product. Read a card the way you would each morning, then send, edit, or skip — no video needed.
Each draft lands as a small card. Read it in five seconds, tap to send, tweak a line, or pass — the next morning it learns from what you chose.
Recall reads the emails you've already sent — the way you open, the way you sign off, the things you'd never say. The drafts feel like you, because they are.
Letting software watch your email is a big ask. Here's the deal we hold ourselves to.
Recall reads to understand, not to act. Every message waits for your tap — nothing ever leaves your hands on its own.
We never sell your data, share it with suppliers, or use it to train models for other advisors. Your client list is yours alone.
No lock-in. Disconnect your inbox and calendar in a click, and your accounts stay exactly as you left them.
The full picture lives in our privacy policy.
Recall ships with a quiet library of advisor-tested templates — repositioning notes, anniversary touches, quiet upsells, post-trip thank-yous. Every one rewrites itself into your voice the moment you turn it on.
Everything Recall does rests on four ideas working in the background. You'll never configure them — you'll just notice the mornings get easier.
Recall watches your inbox, calendar, and every client thread, then quietly files what matters — preferences, milestones, the offhand details you'd never write down. The relationship remembers itself, so you don't have to.
It reads the emails you've already sent — how you open, how you sign off, the things you'd never say. Every draft lands in your voice, ready to approve. Nothing sends itself.
Supplier signals, life events, and booking gaps get read against your client list, so the right name and the right moment surface together — ranked by who actually needs you, not by who opened your last email.
Every send, edit, and skip teaches it. Tomorrow's feed is sharper than today's — the longer you let Recall watch, the quieter and more right it gets.
Recall is built by a team with over 100 combined years in travel — led by Mike Drever, founder of Expedia Cruises.
We're onboarding a hand-picked first cohort of working advisors, shaping every morning feed around how the desk actually runs.
Recall works quietly in the background so the relationship stays yours. Here's what that feels like on the desk day to day.
The morning feed is the first thing I open. It already knows which clients are drifting and hands me the draft — I read it, tweak a line, and send. My follow-ups stopped falling through the cracks.
It writes in my voice, not some AI voice. Clients can't tell the difference, and honestly neither can I. That was the thing I was most worried about and it's the thing that won me over.
I used to spend Sunday nights digging through my inbox trying to remember who needed what. Now that just… happens. I get my evenings back and my clients hear from me at the right moment.
Illustrative examples while our first cohort onboards — real, named advisor quotes and measured figures replace these before launch.
Invite-only while we onboard our first cohort. No setup fees, no lock-in, cancel any time — your plan starts the day you're in.
A content piece is one drafted message — an email, SMS, or WhatsApp. A match is a supplier promotion paired to the right client. Both refresh with your monthly plan.
Once you're in, onboarding takes about ten minutes. We read your website, learn how you write, and have your first morning feed ready before the day starts.
We scrape your homepage, About, and meet-the-advisor copy.
Cadence, register, signature moves — distilled into a brand fingerprint.
Three to four cards, ranked by who needs you, drafted the way you write.
Invite-only while we onboard our first cohort. Your morning feed will be ready tomorrow.
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