ContextIQ
Sign inBook a demo

01  For client service & agencies

Get caught up before the client call
without chasing the team.

Account history, decisions and open commitments, ready before you join the call. Every answer traced back to where it was said.

Book a demoSee a real answer

7-day free trial · no card required · EU-hosted

Sounds like your week

01Taking over a client
02Preparing for a call
03Returning after weeks
04Scope or priorities changed
05Someone goes on leave

02  Trigger moments

The account moved on.
You were somewhere else.

Five moments where the history you need is spread across four tools and two people who are busy.

01Taking over a clientYou inherit the account. Not the six months of decisions behind it.Account inheritance
02Preparing for a callThe last three changes are in a thread nobody forwarded to you.Pre-call catch-up
03Returning after weeksYou left the account in one state and it has quietly moved since.Re-entry
04Scope or priorities changedThe new plan is visible. The reasoning that produced it is not.Change history
05Someone goes on leaveTheir accounts keep running while the context sits in their inbox.Cover

03  Catch me up

One question.
The answer, and where it came from.

Ask in plain English. ContextIQ reads what your team already produced and returns the current state, what changed, and what is waiting on you.

ContextIQ/ Northstar
Updated 2m ago
Catch me up on the Northstar account before my 2pm client call.

Current state

Scope was widened to include the retail rollout, agreed on the 4th. Two deliverables slipped a week as a result. The client is waiting on your revised timeline, requested Tuesday.

View full timeline →

Scope call recap4 Aug
Revised statement of work5 Aug
Client asked for new datesTuesday

04  What changes

Faster handovers

An account changes hands without a week of catch-up calls.

Client continuity

Reduce the chance a client has to explain the same thing twice.

Less time searching

The history arrives with the answer instead of after it.

Fewer repeated questions

Nobody has to interrupt the person who happened to be there.

05  How ContextIQ works

Four steps.
The same every time.

The product does not change by team. Only the questions people bring to it do.

01

Connect

Bring in relevant information from the tools your team already uses.

02

Understand

ContextIQ extracts the important history, decisions, changes and relationships.

03

Ask

Ask direct questions such as "catch me up on X" in plain English.

04

Act

Understand the current state and what needs your attention next.

Live now withSlackGmailGoogle DriveGitHubNotionGranolaOutlook & OneDrive next

06  For client service & agencies

See what ContextIQ could reconstruct for your accounts.

Pick one representative account or workflow. We'll show you the history ContextIQ can reconstruct from the information your team already produced.

Book a demoStart free
← All use cases