What is Client Memory?

In one sentence

Client Memory is a short, always-up-to-date summary of what you and a client have worked on together — written by Call-E and kept next to your calls, so you never have to re-read old notes before you talk.

Why it exists

When you're about to jump on a call with a client you haven't seen in three weeks, you don't want to scroll through every Call Notes document from every past session to remember where you left off. Client Memory does that scrolling for you. It captures the themes, goals, decisions, and open questions from the relationship and keeps them where you'll see them right before the call.

It also makes Call Guidance better. When Call-E prepares guidance for your next call, Client Memory gives it background about this client's journey so the guidance is specific, not generic. Call Notes are based on what happened in the current appointment.

Where to find it

Client Memory appears on the client's page. Open a client from Clients. For a brand-new client, it reads "Call-E builds client memory from completed appointments."

• Review the memory. Its summary and sections keep the important context easy to scan.
• On your dashboard. Hover over an upcoming appointment. The card that appears opens with a few lines of Client Memory — a quick reminder of who you're about to talk to.

How it updates

Client Memory updates automatically. Every time Call Notes are generated for an appointment with the client, Call-E folds the new information into the existing memory — keeping useful client context, dropping what's no longer relevant, and turning short-term timing into durable status language.

You don't need to do anything. Just run your sessions and let the Call Notes generate as usual.

What it captures

• The key topics and themes across your calls
• Goals, needs, and concerns the client has stated
• Decisions and commitments either of you has made
• Relevant personal or professional context they've shared
• Progress since earlier sessions
• Open questions and anything unresolved

What you can't do with it

• You can't edit Client Memory directly. It's written by Call-E based on your Call Notes. If something in it is wrong, the fix is in the underlying Call Notes — correct those and the memory will catch up on the next update.
• You can't see history. The memory always reflects the current state of the relationship, not a log of what it said before.

Related

• Clients and Programs