Client Context Memory
Persistent per-client memory that survives time, team changes, and tool switches.
The problem it solves
In a typical firm, the full picture of a client lives scattered across email threads, spreadsheet tabs, slack DMs, and whatever the senior associate happens to remember. When that person is out, or when a new hire is brought in, the context is effectively lost.
How Practiq handles it
Every client in Practiq has a structured memory layer that combines ingested system-of-record data, uploaded documents, conversation history, and inferred facts. The memory is queryable in plain language and visible as a living brief at the top of the client workspace.
- Automatic extraction from email, documents, and system integrations
- Facts are timestamped and sourced so you can audit where something came from
- Manual pins for the handful of things that matter most for a given relationship
- Team-shared by default so context survives role changes
What it feels like in practice
The pre-meeting brief that took 20 minutes of file-pulling happens in under 30 seconds. A new associate can be productive on a client in their first week instead of their third month.
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