Client intelligence
Client intelligence is the practice of turning scattered client artifacts into actionable context: briefs, risks, timelines, and follow ups you can trust. Sunny is the AI employee who does that work for you.
Most client knowledge lives in inboxes, slide libraries, call recordings, and shared folders. When a timeline shifts in a meeting but the deck still says Q2, nobody notices until the client does. Client intelligence software closes that gap.
UpperDeck ingests those sources per project, indexes them for semantic search, and puts Sunny, your AI employee, to work surfacing briefs, contradictions, critical items, and suggested follow ups with citations back to the original file or transcript. And as we add integrations and workflows, your AI employee handles more of the reading for you.
Meetings, emails, decks, PDFs, audio, and notes in one searchable workspace per client.
Walk into every call with a concise summary of what changed since you last spoke.
Flag timeline drift, conflicting statements, and ownership gaps before they escalate.
Turn unstructured conversations into clear next steps your team can execute.
Learn how UpperDeck applies client intelligence in practice on the product page or start free on the pricing page.
Start free in under a minute. No credit card required.