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Give the AI — and yourself — a deeper understanding of every client. The Client Context Profile is a dedicated space inside client settings where you capture the background information that shapes how you advise.Add structured details like industry, company size, business model, key stakeholders, strategic priorities, and current pain points. Write free-form context notes about history, dynamics, or anything worth remembering. Upload background documents — strategic plans, org charts, previous reports — that anchor the engagement.All of it feeds the AI Co-Pilot, so responses, summaries, and suggestions are grounded in who the client actually is — not just what's happened inside the workspace. And it works as a reference for you too: a single place to revisit the essentials before a meeting or decision.<ul><li>Structured fields for key client attributes</li><li>Free-form notes for nuance and history</li><li>Document uploads for deeper background</li><li>Powers smarter, more contextual AI responses</li><li>Doubles as a quick-reference brief for the consultant</li></ul>The more the system knows about your client, the more useful it becomes.

In Review

High Priority

Client Context Profile

JP Beluca

Not sure what to ask the AI? Full Engage suggests the right questions for you — based on what's actually happening with each client.Inside the AI Co-Pilot panel, you'll see a set of recommended prompts dynamically generated from the client's history: recent meetings, open tasks, goal progress, retainer status, and engagement signals. The suggestions evolve as the engagement evolves — so what you see today reflects where the client is right now.Examples of what might appear:<ul><li>"Summarize what we discussed in the last three meetings"</li><li>"What deliverables are at risk this week?"</li><li>"Draft an agenda for our next check-in based on open items"</li><li>"Which goals haven't moved in the past month?"</li></ul>Click a suggestion to run it instantly — or use it as inspiration for your own question.<ul><li>Prompts tailored to each client's current context</li><li>Refreshed automatically as the engagement changes</li><li>Available directly inside the AI Co-Pilot panel</li><li>Helps new users get value from the AI from day one</li></ul>Less staring at a blank chat box. More getting useful answers, fast.

AI Suggested Prompts

See engagement patterns at a glance. Each client workspace includes a calendar-style heat map that visualizes all activity — tasks completed, meetings held, messages exchanged, and time logged — across days and weeks.Darker cells mean more activity. Light or empty cells reveal gaps. The pattern tells the story: consistent engagement, fading attention, seasonal spikes, or quiet stretches that need action.<ul><li>Calendar-style visualization within each client workspace</li><li>Tracks all activity types — tasks, meetings, messages, time entries</li><li>Spot engagement trends and inactive periods instantly</li><li>Identify the best rhythms for each client relationship</li></ul>No reports to build. No data to export. Just open the workspace and see the full engagement picture in seconds.

Client Activity Heat Map

Define how often each client should hear from you — and let Full Engage keep you accountable.During client setup, set the planned contact frequency: daily, weekly, biweekly, monthly, or no schedule. This becomes a baseline expectation that Full Engage tracks against your actual engagement activity.When contact falls behind the defined cadence, it feeds directly into the Client Health Indicator and can trigger Proactive Alerts — so gaps are surfaced before they become a problem.<ul><li>Set per client: daily, weekly, biweekly, monthly, or unscheduled</li><li>Configured directly in the client profile</li><li>Monitored against real activity — meetings, messages, updates</li><li>Connected to Client Health Indicator and AI Proactive Alerts</li></ul>A simple setting that keeps every relationship on rhythm.

Client Contact Frequency

Turn written content into visual clarity. Full Engage can generate diagrams directly from your notes — helping you see processes, relationships, and structures that are buried in text.The AI analyzes your note content and suggests the most relevant diagram type — whether it's a flowchart, mind map, process flow, or any other visual format. Accept the suggestion or request a different approach — the diagram is generated instantly.<ul><li>AI reads your notes and proactively suggests diagrams</li><li>Supports multiple diagram types based on content context</li><li>Diagrams are attached to the original note and saved as documents in the client workspace</li><li>No manual drawing or external diagramming tools needed</li></ul>From messy notes to clear visuals — in one click.

Diagrams from Notes

Some work happens once. Some happens every week, every month, or on a custom cadence. Full Engage lets you set up recurring tasks so repetitive follow-ups, reviews, and check-ins create themselves automatically.Define the recurrence — daily, weekly, monthly, or any custom interval — and Full Engage generates all future instances upfront. Every task is visible on your timeline from the start, so nothing sneaks up on you.<ul><li>Flexible recurrence options — daily, weekly, monthly, or custom</li><li>All instances created upfront for full visibility</li><li>Assign to a specific client workspace or keep it general</li><li>Each instance tracks independently — complete, reschedule, or adjust as needed</li></ul>Less setup. Fewer things to remember. Consistent delivery across every engagement.

Recurring Tasks

Know exactly where each retainer stands — in real time. Full Engage tracks retainer hours per client, automatically deducting from the balance as time entries are logged.No spreadsheets, no mental math. Open the client workspace and see total hours purchased, hours used, and hours remaining at a glance.When a retainer is running low or has been exceeded, the system alerts you — so you can have the conversation with your client before it becomes a surprise.<ul><li>Track purchased hours, usage, and remaining balance per client</li><li>Time entries automatically deduct from the retainer</li><li>Alerts when retainer is near depletion or exceeded</li><li>Connected to Client Health Indicator for engagement visibility</li></ul>Clear retainer visibility for you. No billing surprises for your clients.

Planned

Retainer Tracking

Move from tracked time to sent invoice without re-entering data. Full Engage connects with QuickBooks via secure OAuth, pushing billing summaries and invoice drafts directly into your accounting workflow.Time entries logged against a client are compiled into invoice drafts inside Full Engage. Once ready, push them to QuickBooks with a click — client records are created automatically if they don't already exist.<ul><li>One-way sync: Full Engage → QuickBooks</li><li>Invoice drafts generated from time entries pushed directly to QuickBooks</li><li>Client records auto-created in QuickBooks — no manual mapping</li><li>Secure OAuth connection — no credentials stored</li></ul>One less step between work done and getting paid.

QuickBooks Integration

Get full meeting transcripts inside Full Engage without lifting a finger. When Fireflies is connected, its notetaker bot joins your scheduled calls automatically, records the conversation, and sends the transcript back to Full Engage once processing is complete.No special permissions needed on Google Meet or Teams — Fireflies handles recording independently. Full Engage receives the transcript via webhook and stores it directly in the corresponding client workspace as part of the meeting history.Once there, transcripts become part of your AI co-pilot's context — meaning you can search, summarize, and extract action items from what was actually said, not just what you remembered to write down.<ul><li>Automatic recording via Fireflies notetaker bot</li><li>Transcripts delivered to the right client workspace — no manual import</li><li>Full meeting history available to the AI co-pilot</li><li>Works with Google Meet, Zoom, and Teams</li></ul>Every conversation captured. Every insight accessible.

Fireflies Integration — Meeting Transcription

Stay ahead of your commitments without relying on memory. Full Engage sends automatic notifications for upcoming meetings and overdue tasks — so nothing catches you off guard.Configure reminders to match how you work:<ul><li>Choose when you're notified — hours or days before a meeting, immediately when a task is overdue, or on your own schedule</li><li>Select your preferred channels — in-app, email, Slack, or more</li><li>Set different preferences per notification type</li></ul>No default-only rigidity. You decide what gets flagged, when, and where.Simple to set up. Quiet when things are on track. Loud when they're not.

Automatic Reminders

Turn conversations into action — automatically. After a client meeting, Full Engage's AI reads your notes and suggests tasks based on the discussion, so follow-ups don't get lost between sessions.Suggested tasks are linked directly to the corresponding client workspace, ready for you to review, adjust, and confirm.<ul><li>AI-powered task extraction from meeting notes</li><li>Tasks automatically associated with the right client</li><li>Review and confirm before anything is created</li><li>No manual copying, no items slipping through the cracks</li></ul>What was discussed becomes what gets done.

Meeting Notes to Tasks

Your scheduling link now displays your profile photo, giving clients a more personal and professional booking experience.The photo is pulled automatically from your Full Engage account — no extra setup. Update your profile picture once, and it reflects across all your scheduling links.A small detail that reinforces trust and brand presence every time a client books with you.

Low Priority

Scheduling Link — Profile Photo

Your entire practice at a glance. The Global Dashboard gives you an organization-level overview so you always know where things stand — across every client, every engagement.Key indicators surfaced in one view:<ul><li>Overdue tasks — What's slipped and needs immediate action</li><li>Upcoming meetings — What's ahead on your schedule</li><li>Hours logged — How your time is being allocated</li><li>Clients needing attention — Driven by Client Health Indicators, so you know exactly where to focus</li></ul>No digging through individual workspaces. No piecing together status from multiple tools. Open the dashboard, see the full picture, and decide where your energy goes next.

Global Dashboard

Don't wait until something falls through the cracks. Full Engage continuously monitors your client engagements in the background and pushes alerts when something needs your attention.The system detects patterns like:<ul><li>Engagement gaps — A client hasn't had a meeting or meaningful interaction in too long</li><li>Stale workspaces — No task updates, no document activity, no movement</li><li>Overdue items — Tasks or follow-ups that have slipped past their deadlines</li></ul>Alerts are powered by the same data that drives your Client Health Indicator — so when a score drops, you already know why.Configure thresholds to match your workflow. Define what "stale" or "overdue" means for your practice, and let the system watch for you.Notifications are delivered across multiple channels — in-app, email, Slack, and more — so you're always in the loop, wherever you work.Less checking. Fewer surprises. More time spent on what actually matters.

AI Proactive Alerts

Know exactly where each engagement stands — without guessing. Full Engage generates a dynamic health score for every client based on real activity across your workspace.The score combines four key signals:<ul><li>Task completion — Are deliverables and follow-ups on track?</li><li>Meeting cadence — Is the engagement rhythm consistent?</li><li>Goal progress — Are measurable outcomes moving forward?</li><li>Retainer usage — Is the client's time allocation being used effectively?</li></ul>The result is a clear, at-a-glance indicator combining a numeric score with a status label — so you can instantly tell which clients are thriving and which need attention.Customize the weight of each factor to match how you run your engagements. A fractional COO might prioritize task completion; a strategic advisor might lean on goal progress. Your score, your rules.Visible on the global dashboard and within each client workspace — always working in the background so nothing slips quietly off track.

Client Health Indicator

Manage the people behind each client engagement. Every client workspace supports multiple contacts — so you can keep track of everyone involved, from decision-makers to day-to-day collaborators.Each contact holds essential details like name, email, phone, and role, giving you quick access to the right person without digging through emails or spreadsheets.<ul><li>Multiple contacts per client workspace</li><li>Key info at a glance — name, role, email, phone</li><li>Organized within the client context where you already work</li></ul>Simple, structured, and always one click away.

Client Contacts

Find anything across your entire practice — and get real answers, not just links. Full Engage's integrated search uses AI to go beyond matching keywords, understanding what you're looking for and responding in natural language.Search across clients, tasks, notes, documents, meeting transcripts, and time entries — all at once. The AI reads the actual content of your records and files, so you can ask questions the way you'd ask a colleague:<ul><li>"What did we agree on with Acme in last month's meeting?"</li><li>"Which clients have overdue deliverables this week?"</li><li>"Find the proposal I wrote for the logistics project"</li></ul>Instead of a list of results to sift through, you get a direct, contextual answer — with references to the source records so you can dig deeper if needed.<ul><li>Natural language queries across all system data and files</li><li>AI reads and interprets content — not just titles and tags</li><li>Answers grounded in your real records with source references</li><li>Works within a single client or across your entire practice</li></ul>Ask the question. Get the answer. Keep moving.

AI-Powered Search

Full Engage syncs calendar events with Google Calendar in both directions — so meetings created in either platform stay up to date automatically.When a client meeting is confirmed, it appears inside the corresponding client workspace with full context. No manual entry, no missed appointments, no switching between calendars.<ul><li>Two-way event sync with Google Calendar</li><li>Meetings automatically linked to client workspaces</li><li>Availability stays consistent across platforms</li></ul>Built for consultants who run their schedule in Google Calendar but manage client work in Full Engage.

Google Calendar Sync

Let clients book time with you directly from Full Engage — no external scheduling tool required. A complete self-service booking experience that keeps everything connected to your client workspaces.Create multiple scheduling links, each tailored for a specific purpose — discovery calls, recurring check-ins, strategy sessions, or anything else. Share them via email, on your website, or wherever your clients reach you.Your availability is pulled automatically from synced calendars (Google Calendar or Outlook), so double-bookings never happen. Your profile photo is displayed on the booking page for a personal, professional touch.Key capabilities:<ul><li>Multiple scheduling links per consultant with independent settings</li><li>Two-way calendar sync keeps availability always up to date</li><li>Buffer times between meetings to avoid back-to-back overload</li><li>Custom intake questions per link — gather context before the meeting starts</li><li>Automatic confirmation emails to both parties</li><li>Team scheduling for boutique firms with multiple consultants</li><li>Confirmed bookings flow directly into the client workspace</li></ul>

Completed

Scheduling — Built-In Calendly Alternative

Everything about a client — one screen, zero digging. The Client Overview is the landing page of every workspace, giving you an instant snapshot of the engagement the moment you open it.At a glance you see:<ul><li>Client health score and status</li><li>Key contacts and details</li><li>Retainer balance and usage</li><li>Open tasks and overdue items</li><li>Upcoming meetings</li><li>Recent activity</li><li>Activity heat map</li></ul>On top of that, the AI generates a dynamic summary of what's happening with the client — recent progress, items needing attention, and anything you might have missed. A quick read before a call or check-in, and you're fully up to speed.No clicking through tabs. No rebuilding context from memory. Open the workspace and know exactly where things stand.

Client Overview

The intelligence behind the AI Co-Pilot. Full Engage indexes everything inside your workspaces — notes, documents, meeting transcripts, tasks, and time entries — so the AI can search, reference, and reason across your real data.Ask a question about a specific client, and the AI pulls from that workspace's full history. Ask something across your practice, and it searches everything at once.<ul><li>Every workspace artifact is indexed — notes, docs, transcripts, tasks, time entries</li><li>Query within a single client or across all clients simultaneously</li><li>Answers grounded in your actual data — not generic responses</li><li>Powers search, summaries, agenda drafting, alert detection, and more</li></ul>The more you use Full Engage, the smarter it gets. Not because it learns on its own — but because it has more of your real context to work with.