AI pre-call intelligence

Walk into every call knowing exactly what to say.

ClientLens turns 45 minutes of prospect research into a one-click, field-specific brief — with the facts, an opening line, and a pitch angle matched to the services you actually sell.

  • No credit card
  • Public data only
  • Your keys, encrypted

Every brief is built from public sources

Company websiteGoogle SERPJob boardsReview sitesState filingsPress & newsSocial profilesCompany websiteGoogle SERPJob boardsReview sitesState filingsPress & newsSocial profiles
Manual research replaced
45 min

Manual research replaced

Public sources per brief
7

Public sources per brief

Everything you need to open
1 page

Everything you need to open

Typical brief turnaround
< 90s

Typical brief turnaround

How it works

Three steps between a name and a booked call

No prompt engineering, no tab-hopping across seven sites. Type a prospect, get a brief you can read in the elevator.

Step 1

Enter a prospect

Name, company, website — whatever you have. ClientLens resolves the public sources that matter for your field.

Step 2

We research and extract

Entity type, tax exposure, tech stack, hiring signals, reviews, founder priorities. Public data only, always cited.

Step 3

Get your brief

One page: the facts, the services you should lead with, an opening line, and a pitch angle tailored to your offer.

Features

Built for the call, not for the demo

Everything in a ClientLens brief exists because it changes what you say in the first sixty seconds.

Matched to your offer

Your service menu is part of the prompt, so every brief names the two or three services this prospect actually needs.

An opening line that lands

A specific, verifiable first sentence — never generic flattery. Built from a fact you could only know by doing the work.

AI facts are labeled

Anything inferred is marked as a possibility, never dressed up as confirmed. You always know what you can say out loud.

Multi-field engine

Accounting is the flagship playbook. The source library is configurable, so the same engine covers adjacent fields.

Bring your own keys

Plug in OpenAI, Gemini, OpenRouter or Sarvam — or use ours. Keys are encrypted with AES-256-GCM, server-side only.

Partial beats blank

If a source is down, the brief still ships. Per-source failures are captured and shown, never silently dropped.

The brief

One page. Every angle.

The accounting playbook checks seven public sources and produces the sections that actually move a call forward — then hands you the sentence to open with.

  • Entity snapshot
  • Tax profile
  • Tech stack
  • Growth signals
  • Billing & payroll gaps
  • Founder profile
  • Opening line
  • Pitch angle

Pre-call brief

Northwind Dental

Portland, OR · S-Corp · ~24 staff

Strong fit
Growth signal
Hiring two front-desk roles and a second hygienist — third listing this quarter.
Likely gap
Still on desktop QuickBooks; no payroll provider found. (inferred)

Opening line

“I saw you’re bringing on a second hygienist — at that headcount most practices outgrow desktop QuickBooks before they realize payroll is the thing breaking.”

Trust & compliance

Research you can defend

Public data only

We read public SERP results and public pages. No ToS-restricted scraping, ever.

Your keys, encrypted

AES-256-GCM at rest, decrypted server-side only, and never returned to the browser.

Nothing sensitive logged

Keys, tokens and prompt contents never reach the logs. Every admin action is audited.

Pricing

Costs less than the hour it saves

Start free. Bring your own API keys on any plan and pay your provider directly.

Starter

Kick the tires on real prospects.

Free

Start free
  • 3 briefs per day
  • Accounting playbook
  • Bring your own API keys
  • Brief history
Most popular

Professional

For accountants running a full pipeline.

$39/month

Start free trial
  • 50 briefs per day
  • All public sources enabled
  • Managed keys included
  • PDF export
  • Priority processing

Firm

Shared offer menus and team analytics.

Custom

Talk to us
  • Unlimited briefs
  • Team seats & shared offers
  • Token-usage analytics
  • Custom source library
  • SSO & audit export
FAQ

Questions, answered

Where does the data come from?

Public sources only — the prospect's own website, public search results, job boards, review sites, state business filings and press coverage. We do not scrape ToS-restricted networks such as LinkedIn.

Do I need my own API keys?

No. You can use the keys we provide out of the box. If you'd rather use your own OpenAI, Gemini, OpenRouter or Sarvam key, add it in Settings — it's encrypted with AES-256-GCM and only ever decrypted on the server.

How accurate is the brief?

Every hard fact is drawn from a cited source you can click through to. Anything the model infers is explicitly labeled as a possibility, so you never walk into a call repeating something we guessed.

Is it only for accountants?

Accounting is the flagship playbook, but the engine is field-agnostic. The source library and extraction schema are configurable, so the same pipeline produces briefs for adjacent professional services.

What happens if a source is unavailable?

The brief still ships. Each source is fetched with retries and backoff, and any that fail are recorded and shown on the brief — a partial brief is far more useful than an error page.

Your next call starts here.

Bring your own LLM and search keys, or use ours. No credit card to start.