Client Notes
Internal notes on each client that your whole team and the AI can read, so context never lives in one person's head.
Context That Travels With the Client
Notes are the internal memory for an account: target SEO keywords, campaigns to push, brand quirks, the way this client likes things done. Your whole team sees them, so the context does not walk out the door when one person does.
The AI Reads Them Too
Lifty reads client notes and uses them in its work. The SEO Keyword Strategy playbook writes its strategy to a note, and every blog post the AI drafts afterward reads from it. Write the context once, and it informs every future task.
Separate From What the Client Sees
Notes are internal. The client never sees them. What you do want the client to see goes to the Feed or their portal.
Related features
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01
Deliverables and Approvals
Move every deliverable from draft to client sign-off in one place, with review, change requests, and approval tracked at each step.
02
Client Requests - Intake, Track, and Convert to Tasks
Clients submit requests with file attachments through their portal. Your team tracks, converts, and responds from one panel.
03
Client Assets
Upload, search, and organize every file for a client in one tab, ready to attach to tasks or share through the portal.
04
Client Portal
A branded portal where clients submit requests, complete the to-dos you assign them, review deliverables, and watch the work land in a live feed.
