Feature: Client context

The difference between asking a system and asking about someone.

Type @ and pull a client, a past note, or a document into the conversation. From there, every answer reflects what's actually happened with that client, not a generic response to a generic question.

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Two colleagues talking, one taking notes

What it does

Built around how the work actually happens.

Bring a client into any question

Type @ and a name, and the conversation from that point on knows who you mean and what's already in their record.

Reference past notes and documents directly

Pull in a specific past session or an uploaded document the same way, so an answer can reference what actually happened, not just what's typed in the moment.

Gets more useful with every session

The history behind each client builds up automatically as you use Scribe, Dictation, and Chat. There's nothing separate to maintain.

Stays inside your account

That accumulated context is protected the same way everything else is (see PHI Guard) and never leaves to train a general model.

Why it matters

This is the part that's hardest to see on a features list, and the hardest for anyone else to copy.

A competitor can build a chat box in a quarter. They can't replicate months of accumulated client context, because it isn't code, it's the record of actual use. It doesn't show up in a feature comparison and nobody searches for it by name. It's the reason the tool gets more useful the longer you use it instead of staying the same.

What makes it yours

What makes the answers useful, and what keeps the data protected. The least visible group, and the one everything else depends on.

See the full platform map →

See what a question looks like when the system already knows who you're asking about.

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