Talk. We'll handle the typing.
ClientPulse turns every conversation — intake, call, reminder — into structured data on the right client record.
Realtime dictation
Streams your voice as you speak. Works on virtually any cell phone, tablet, or desktop/laptop.
AI field extraction
Speak naturally; the AI pulls out first name, last name, phone, email, birthday, spouse, and coverage notes.
“Skip to Notes” voice interrupt
Say “skip to notes” anytime during voice intake or onboarding to jump straight into free-form notes — perfect when a client dials in unexpectedly and you just need to capture what they said, fast.
Call summarization
After a recorded call, you get clean call notes — key topics, dollar amounts, decisions, and follow-ups — in seconds.
Text-to-speech
Have notes read back to you, or generate voice messages right from the platform.
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.