# 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.

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

## 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](https://www.liftedwork.com/automations/automate-seo-keyword-strategy) 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](https://www.liftedwork.com/features/client-feed) or their [portal](https://www.liftedwork.com/features/client-portal).

## Frequently asked questions

### What belongs in an internal client note?

Record durable context that will affect future work: positioning, target audiences, approved terminology, campaign decisions, recurring constraints, and the client's preferences. Put a due date or action on a task instead of burying it in a note.

### Can clients see internal client notes?

No. Lifted Work client notes are for the agency team and its AI tools. Information meant for the client belongs in a feed post, request response, deliverable, or other client-visible area.

### How should client notes be written so AI can use them accurately?

Use specific statements, name the source or date when facts may change, and separate confirmed decisions from ideas. A note such as approved audience: regional dental groups is safer than a long meeting recap that never says what was decided.