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.
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.
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.
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.
No setup fees. No lock-in. Cancel any time.
Try Recall, let Client Memory build itself, watch the Morning Feed work.
For the working advisor. Recall writes in your voice and runs your morning.
For the operator. Unlimited clients, full trip lifecycle, attribution, agentic workflows.
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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