Live Product Demo

BriefPad
remembers
everything.

AI client intelligence for freelancers. Log interactions in 30 seconds. Get AI briefings before every meeting. Never forget a promise.

Step 1
Voice-First Logging

Record a voice memo right after a client call. Whisper transcribes it. AI extracts the details.

Log Interaction

Tap to record your voice memo

Transcript
"Just got off a call with Marcus at Acme Corp. He wants to move the website launch to October 15th. I promised to send updated mockups by Friday. Budget is confirmed at $8,000. He's frustrated with the current CMS — wants something more flexible."
Step 2
AI Extraction

Two-pass LLM extraction pulls structured data from your transcript. Phone, email, commitments, sentiment — all automatically.

Extracted Client
Marcus Rivera
Acme Corp
marcus@acmecorp.com
+1 (555) 234-5678
Commitments Found
Send updated mockups by Friday
Launch by October 15th
AI Summary
Client confirmed timeline shift to October 15. Budget approved at $8K. Frustration with current CMS noted — opportunity to position flexible solution. Two deliverables pending: mockups (Friday) and launch (Oct 15).
Step 3
AI Meeting Briefing

Before your next meeting, BriefPad generates a one-page briefing using RAG across your entire client history.

Meeting Brief

Acme Corp — Website Redesign

82%
Prepared
What Matters
Launch date moved to October 15 — confirm timeline
Frustrated with current CMS — position flexible alternative
Budget confirmed at $8,000 — no scope creep risk
Your Promises
Send updated mockups by Friday
Talking Points
  1. Confirm October 15 launch date and review timeline
  2. Present CMS migration options (show flexibility angle)
  3. Review mockup updates and get sign-off
Step 4
AI Agent

Chat with your client data. Ask anything — the agent uses function calling to search, filter, and retrieve.

BriefPad AI

Ask about your clients

Show me all clients with overdue commitments
Found 2 clients with overdue commitments:
Acme Corp — Marcus Rivera
Overdue: Send updated mockups by Friday
TechStart — Lisa Park
Overdue: Review API documentation
What did I discuss with Acme last month?
3 interactions with Acme Corp last month:
Oct 5 — Call: Discussed Phase 1 deliverables, timeline confirmed
Oct 12 — Meeting: Presented initial mockups, client approved direction
Oct 18 — Call: Timeline shift to Oct 15, budget confirmed at $8K
Under the Hood
AI Engineering,
Not Just API Calls

Six AI systems working together. RAG, agents, evaluation, caching, routing, and cost optimization.

Input
Voice memo / text / form → Whisper STT → transcription
Extract
Two-pass LLM extraction → client details, commitments, summary
Store
PostgreSQL + pgvector → fastembed (384-d semantic embeddings)
Retrieve
RAG → cosine similarity search across full client history
Generate
Context-augmented briefing → evaluated by scoring agent
Optimize
Query caching + model routing + token tracking = cost control
RAG
Semantic Search
Agent
Function Calling
Eval
Self-Scoring
Cache
Cost Optimization
Route
Model Selection
Track
Token Usage

Your clients deserve
someone who remembers.

BriefPad. AI client intelligence for freelancers.
Free tier available. No credit card required.

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