Client memory

Remember the relationship, not just the file.

Save structured client preferences, facts and price context outside a chat. Review each memory entry and retain its source before using it in repeat work.

Product notes by Use My Template · Reviewed 8 October 2026 · Product status

Paper ribbons meeting in one orange folder

One place for repeat work

Clients, contacts, rates, projects and document history remain available across sessions in your private workspace.

Memory needs a source

Record a preference or fact with its origin, review status and validity dates. Confirm facts separately from saving drafts. Stale prices and old invoices do not authorize new terms.

Keep records tidy

Preview CSV or ZIP imports, decide row actions and review contact or project merges before applying them. Export records and retain provenance. Business or trial access applies to advanced workflows.

YOUR NEXT GOOD THING

Make room for your work.

Start with a client, a supported PDF or a starter layout. Your private workspace keeps the next step close.

Open your workspace ↗Try the sample demo ↗

Remember the relationship, not just the file.

One place for repeat work

Memory needs a source

Keep records tidy

Continue exploring

Keep the work moving, thoughtfully.

Your assistant. A shared workspace.

Choose where the intelligence runs.

Make room for your work.