My Clients is your client brain. Point Cora at a client folder in your Google Drive and she'll read all the documents, learn about them, and ask you smart questions about anything she couldn't find.
- Connect Drive — Link your Google Drive so Cora can access your client documents. She only reads files you point her to.
- Add a Client — Search for their folder in your Drive. Cora will read everything inside — PDFs, Word docs, Google Docs — and extract the important info.
- Review what Cora found — Check the details, answer Cora's questions about any gaps, and tell her anything extra she should know.
- Sync with Cora — When you add new documents to a client's folder, tap "Sync Drive with Cora" on their profile to update.
- Smarter notes — When you write a case note, Cora draws on everything she knows about the client — plans, goals, risks, and anything you've told her.
- Privacy — Your documents are processed right here on this device. Nothing is sent to any cloud AI.
Chat with Cora