# Client Communications

> Every email, call, meeting, and message with a client in one tab, synced from Gmail and your other tools, ready for AI to act on.

Source: https://www.liftedwork.com/features/client-communications
Published: 2026-06-08
Updated: 2026-09-15

## Every Client Conversation in One Tab

The Comms tab is the full record of how you talk to a client: emails, calls, meetings, and messages, in one place instead of scattered across inboxes and notebooks.

**Email**: Draft and send to client contacts without leaving the tab. Drafts and sent messages sit side by side.

**Gmail sync**: Connect Gmail in **Settings > Integrations** and every email between your team and the client imports automatically, attachments included, kept current with push notifications.

**Calls and meetings**: Log them by hand, or pipe them in. Sync meeting transcripts from tools like Fireflies and call logs from your phone system through Zapier, each one tied to the right client.

**Filter and resolve**: Filter by type, emails, calls, meetings, messages, or drafts, and mark each item resolved or unresolved so you can see what still needs a reply.

## Communication AI Can Use

Because the whole history lives on the client, [Lifty](https://www.liftedwork.com/features/lifty-ai-assistant) can summarize incoming email, compare it against the work you have already done, and draft a reply that has the context built in. No reconstructing the thread before you can respond.

## Frequently asked questions

### How can an agency keep client communication in one place?

Bring client email, meeting notes, call records, and messages into the client account, then mark items that still need action. A complete timeline helps account managers answer questions without searching several inboxes or asking who last spoke with the client.

### Does communication tracking replace Gmail?

No. Gmail can remain the sending and receiving inbox. Connecting it to Lifted Work adds the relevant client threads to the account record, where the wider team can use them alongside tasks, requests, and notes.

### What should an agency do with meeting transcripts?

Attach or sync the transcript to the correct client, then turn decisions and commitments into assigned tasks. The transcript is useful context, but it should not become the only place where a due date or owner is recorded.
