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Open the Command Center

The suite

Choose your session folder

ClientBriefAI and AdoptBriefAI save each client's work as a session file on your own computer. Point the suite at the folder where you keep those files and it shows every client, where they stand, and the next step. The files are read in your browser only. Nothing in them is sent to our server.

  1. Click Choose folder

    Scroll to Your client work and click Choose folder. Pick the folder where you save your session files, and tell your browser it may read it when it asks.

    The Your client work section before a folder is chosen, with a Choose folder button

  2. Pick up where you left off

    Continue working lists your most recently saved clients. Click Open next to a client to open it in the right app with its file already loaded. Recent activity shows what you generated or updated, with dates.

    Continue working with three clients and Recent activity with dated entries

  3. See every client and the next step

    The Clients list shows each client, the stage they are at, and what comes next. Next step opens the app at the stage that is due. Where I left off opens the last file you saved for that client.

    The Clients list with a stage and Next step and Where I left off links for each client

  4. Search for a client

    Type in the search box at the top of the page to narrow the lists to matching clients.

    The search box with a client name typed and the lists narrowed to that client