Client Brief
Each client detail page opens with a brief that tells you exactly where the engagement stands and what to do next. You do not need to dig through tasks, invoices, and notes to get oriented.
What the brief shows
The brief leads with your next action for that client. Kiaro works out the highest-priority thing to do right now based on the live state of the engagement:
- An overdue invoice to chase
- An open task with a due date coming up
- A block of billable time ready to invoice
- A prompt to check in if there has been no activity in 30 days or more
Below the next action you see a count of open and blocked tasks, outstanding invoice value, and how long since the last touchpoint.
Drafting a check-in email
When the next action is a prompt to check in with a quiet client, clicking it opens a dialog and drafts a warm check-in email right there. The draft is a friendly touch-base, not a sales pitch or a payment chase, and it references your current open work or last meeting so it never reads as generic. You can regenerate the draft or copy it to send from your own inbox. Nothing is sent automatically.
Open questions and decisions you capture when stopping the timer also feed the brief, so context from a work session shows up here without any extra steps. Learn more about the post-stop capture sheet .
When an AI-generated narrative is available, a short paragraph appears underneath. The paragraph gives you a plain-English summary of where the relationship stands so you can open a client page cold and be ready for a call or email within seconds.
Always up to date
The brief reflects the current state of the client’s workspace data. There is no manual refresh step. Open the client page and the information is current.
Using the AI to catch up
You can also ask the AI command bar to catch you up on a client without opening their detail page. Type something like “catch me up on Acme” and the AI will summarise the engagement in plain language based on the same data the brief draws from. Learn more about the AI command bar .
When the brief is hidden
The brief only appears when there is something worth showing. If a client has no open tasks, no outstanding invoices, and no staleness signal, the card stays hidden so the page does not feel noisy for settled engagements.