AI client summary
An instant briefing on a client before a meeting.
Module
Client Management
Plan
Growth
Status
In beta
In this module
Feature 18 of 18
About this page
This page explains what AI client summary does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. An instant briefing on a client before a meeting. It is one of 82 features across the platform, and it shares the same client record as client management, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.
What AI client summary does
The detail your team gets the moment this is switched on.
How it works
Set it up once
Turn AI client summary on for the services you deliver. Remindoo applies your practice defaults — owners, deadlines, templates and reminders — so you are not starting from a blank screen.
Run it day to day
Your team works in client management as normal. AI client summary keeps the detail attached to the right client and job, and updates everyone automatically when something changes.
See the whole picture
Everything feeds the dashboards and reports, so partners can see capacity, deadlines and progress across the practice without chasing anyone for an update.
Why practices use it
Less admin
Stop rebuilding the same job in spreadsheets. AI client summary removes the manual steps your team repeats every week.
Nothing slips
Deadlines, owners and next actions stay visible, so nothing sits waiting on somebody remembering it.
One source of truth
Part of 82 connected features — the same client record powers tasks, billing, documents and reporting.
Plan availability
AI client summary is a Growth plan feature.
From $82.55/mo at 75 clients, excl. tax
Plans & pricing
Get AI client summary from $82.55/mo
Priced per client with unlimited users. 60-day free trial.
USD · excludes sales tax
Core
Standard plan with all essentials included.
$71.12/mo
75 clients · excl. sales tax · $0.95 per client
AI client summary not included on this plan
- Task, client & workflow management
- Proposals, engagements & e-signatures
- Client portal & document sharing
- Leads pipeline & automated reminders
Growth
RecommendedEverything in Core, plus advanced analytics and dedicated support.
$82.55/mo
75 clients · excl. sales tax · $1.10 per client
AI client summary included
- AI task & client summaries
- Email inbox integration & triage
- Tax liability visibility (12 months free)
- Advanced analytics, MFA & bulk comms
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
The rest of Client Management
One authoritative client record — contacts, services, deadlines, fees and compliance.
Add clients
Create a client in seconds manually, in bulk, or straight from Secretary of State.
Multiple contacts, emails & phone numbers
Real clients have more than one person — record them all with roles.
Assign client & service managers
Clear ownership at both client and service level.
Add / remove multiple services
Attach the services a client actually buys and let workflows follow.
Bulk archive & delete clients
Tidy the list at year end without hours of clicking.
Secretary of State sync
Pull official company data in and keep it current.
Client onboarding & journey
A repeatable path from signed engagement to first job delivered.
Client notes & timeline
Every call, decision and change against the client, in order.
Client card quick view
The essentials — contacts, services, next deadlines and open tasks — on one panel.
Centralized client deadlines
Every statutory and internal date for the client in one place.
View fees & hours
See what a client pays and what they cost you to serve.
Compare allocated vs available hours
Know whether the work you have promised fits the capacity you have.
Manual AML records
Keep identity checks, risk ratings and review dates on file.
Custom fields
Track the data your practice cares about, not just ours.
E-signatures
Send documents for signature from the client record and track them to completion.
Client portal
Give clients a secure place to see what you need and what you are doing.
Bulk email / newsletter to clients
Reach a filtered segment of your client base in one send.
Frequently asked questions
What is AI client summary in Remindoo?
AI client summary sits inside the Client Management module of Remindoo, the practice management platform for US accountants and CPAs. It works off the same client record, workflows and reporting as the rest of the platform, so nothing has to be re-keyed between tools.
Which plan includes AI client summary?
AI client summary is part of the Growth plan. Growth adds the automation, AI and advanced reporting layers on top of everything in Core.
How long does it take to set up AI client summary?
Most practices have AI client summary running on the same day. Import your clients, pick the services you deliver and Remindoo configures the defaults for you — you can then adjust templates, owners and deadlines as you go.
Can I try AI client summary before paying?
Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run AI client summary against your real client list before committing.
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Try Remindoo free for 60 days
Import your clients, automate your deadlines and see the difference before you pay anything.