Dashboard home — your day at a glance
The employee-first home surface: meetings, due action items, quiet clients you own. The first thing you see each morning.
Every ClientPulse surface at a glance: Aurora chat with citations, contracts & documents, per-client health, integrations, the Suite. Open the live demo to click through any of them before you sign up.
The employee-first home surface: meetings, due action items, quiet clients you own. The first thing you see each morning.
The /start page asks "what do you want to do?" and routes you straight to the right surface: triage at-risk accounts, run a save play, prep a client meeting, send this month's report, or ask Aurora about your book.
Connect tools (Sense) → per-client score with a 60-day forward view (Predict) → save play ranked by dollars at risk (Act) → monthly white-label report (Report) → log what closed the save so the scorecard sharpens (Learn).
Walk through every primary route — Clients, Inbox, Integrations, Insights, Settings — and how the sidebar groups them.
The onboarding step where you connect your calendar, mailbox, CRM, and billing tool. The more you connect, the richer the signals — ClientPulse plugs into your stack, it never replaces it.
Every connectable source — Google Calendar, Gmail, Slack, Stripe, signature providers — lives on one /dashboard/integrations page.
The Sources page (/dashboard/integrations/sources) shows a live "X of N emitting" count across three lenses — agency-wide, per vertical, and per client — so a connected-but-silent tool can't hide.
Bind an account in your CRM, mailbox, or billing tool to a ClientPulse client so its signals land on that client's health score instead of going unattributed.
What a connected Stripe integration looks like on the dashboard, and which events feed Outcomes once it is connected.
How Dropbox Sign and DocuSign show up — and what configuration steps you'll see before the provider goes live.
How DocuSeal appears for Suite-tier accounts and what's included when you connect it as your signature provider.
ClientPulse watches up to seven leading indicators a retainer is drifting and blends them into the 30%-weighted Signals part of each client's health score. Each sense reads the client's own normal rhythm, not a flat threshold. The topics below cover what each one senses and how to turn it on.
Senses when a client's email cadence drops well below their own baseline (e.g. contact down ~80% vs their norm). Turn it on by connecting a mailbox (Gmail or Outlook Mail); it goes live the moment mail flows.
Senses when meetings with a client stop getting booked relative to their normal rhythm. Turn it on by connecting a calendar (Google Calendar or Outlook Calendar); live on connect.
Reads meeting transcripts for cancellation hints and frustration, then flags a risky call so you can prep before the next touch. Turn it on with a Recall.ai key, or a Zoom recording plus Whisper transcription.
Watches how a client's payment timing drifts from their own pattern and docks the Financial part of the score when invoices run late (heavier as the delay grows). Reads Stripe automatically; for bank-transfer clients (DE), connect Buchhaltungsbutler. Pro and up.
Turns in-app NPS survey responses into a sentiment signal, and routes a detractor to a warm, personal follow-up. Turn it on by sending an NPS survey to a client; live once you have a client to send to.
Senses when a client stops opening the monthly reports you send and offers a value-forward nudge (never a guilt trip about open rates). This is ClientPulse's own data — no client-side integration needed. Turn it on by sending a report. Pro and up.
Senses overdue work slipping in the project-management tool and flags delivery risk on the client. ClientPulse receives this signal from ContentPulse over the suite bridge — connect Asana, ClickUp, or Monday inside ContentPulse. Suite accounts only.
The default tab on every client page. Shows master data, health, recent activity, and quick actions at a glance.
Phone, website, industry, time zone, currency, tax, billing — every field on the client master data card and what it does.
Type a new value into a master data field, blur, reload. The change persists with no explicit Save button.
Capture secondary stakeholders (legal, finance, exec sponsor) alongside the primary contact on the Overview tab.
Type a free-text note about a client, blur, reload. The note persists. No Save button to chase.
Every event for a client, oldest to newest, in one scrollable feed. Use it to reconstruct the relationship at a glance.
Every detected signal feeding this one client's health score — silence, sentiment, payment drift, delivery, contract milestones — each row showing what moved the score and when.
See the underlying dimensions (Financial, Relationship, Delivery, Engagement, and Signals once a source is connected) that compose a client's health score, and the exact row behind every change.
Forward-looking risk and upsell probabilities for this client, with the evidence trail Aurora used to compute them.
Active alerts (churn risk, missed touchpoints, contract renewals) filtered to this single client.
When a client goes amber or red, ClientPulse drafts a 3–5 step save play from five named moves: Apology, Discount, Executive Outreach, Retention Offer, and Cancellation Interview. Each carries a templated message you edit and send, ranked by dollars at risk.
The /dashboard/playbooks library holds built-in retention and expansion plays plus your agency's own saved ones. Open a playbook to see its steps and clone it to a client. Filter by vertical or scenario; links are shareable.
Accept a play and it's logged against the account; dismiss it if it doesn't fit. When you log a renewed or expanded outcome, ClientPulse offers "Save as playbook" so a winning move becomes reusable — and your real save rate becomes measurable.
Your embedded AI co-worker at /dashboard/aurora, in one workspace with three tabs: Chat (ask about your book), Skills (run a retention skill), and History. It reads the signals firing and drafts the matching artifact.
Operator is bring-your-own-key: connect your Anthropic, OpenAI, or Google key and tokens flow to your own provider account with no markup. A monthly spend cap warns at 80% and hard-stops at 100% so costs never run away.
Every signal card offers "Open Operator → [skill]": at-risk drafts a save play or win-back, a renewal window drafts a renewal pitch, payment drift drafts a check-in, an NPS detractor drafts a follow-up, and a slipping delivery flags the risk. You can also create your own custom skill.
Open Aurora Operator, type a question about upcoming renewals, and watch it answer with citations into the vault.
Ask Aurora to find a clause across your contracts. The answer cites the exact PDF and line range so you can verify it.
Ask Aurora to summarize this month's activity. The response is grounded in vault events, each chip clickable for evidence.
Navigate to the Contracts tab on a client. This is your vault per-client — every signed agreement, invoice and clause lives here.
What you see before uploading any contracts. The empty state tells you exactly what the tab will look like once populated.
Drop a PDF into the Contracts tab. Aurora parses the text, extracts dates and clauses, and indexes it for chat citations.
Click a contract row to inspect its parsed metadata, source PDF, and the citation IDs Aurora uses when answering questions.
Type a clause name (e.g. termination) into the contract search and see every matching contract surface in real time.
Documents (proposals, decks, briefs) live on a dedicated tab alongside Contracts. This shows how to get there.
Upload a file and tag it as a Proposal so Aurora can later pull it into reports and citation chips.
Use the Proposal / Contract / Invoice / Other pills to narrow the document list to a single type.
Files Aurora discovered automatically via Google Drive, Notion, or email show up under From Integrations on this tab.
Where to access the customizable Health Formula from the Settings page. This is the entry point for the next two topics.
Pick the Legal-Tech preset, save, reload. The weights persist across sessions so scores stay consistent.
Drag the dimension sliders (cadence, sentiment, payments) to dial in your own weights instead of a preset.
Paste a CSV of new clients into the mass-upload dialog and preview every row before committing.
Confirm the mass-upload preview and watch the new clients appear in your Clients list immediately.
Pick a client and period, generate a quarterly review report inline, then download as PDF.
ClientPulse auto-generates a monthly report branded with your agency's logo and sends it on a schedule. On the Suite it pulls ContentPulse campaign and engagement data automatically — the report lives in ClientPulse, never in ContentPulse.
The Outcomes view rolls up Stripe-derived revenue per client so you can tie health changes back to dollars in.
Open the Outcomes tab on a single client to see their revenue trajectory and contract value in one place.
Manage the people on your agency — roles, ownership of clients, and who sees what.
Open the invite dialog, type an email, send. The teammate gets a magic-link invite and lands directly on your agency.
See who on your team is active, which clients they own, and where the workload is concentrated.
The Insights hero — see how many clients moved between healthy, amber, and critical bands over the last 90 days. Nobody else has the time axis.
If you lose your top three clients, how much revenue walks? The Concentration tab answers it with a Pareto bar chart and the HHI score regulators use to flag market concentration.
Which of your account managers actually saves at-risk clients? Owner/Admin-only leaderboard with sample-size guards so you don't compare on noise.
Aggregate dollar value of at-risk clients, broken down by signal cause, plus an honest 'if you do nothing' projection for the next 90 days.
Type 'which of my clients are about to churn?' and get a real answer grounded in the same data the dashboard uses. Citations on every claim.
Upload a contract PDF, Claude reads the renewal date, the daily cron fires alerts at 90/60/30/15/7/1/0-day marks. Roster row sorts by renewal date.
Content engagement signals from ContentPulse feed straight into client health scores in ClientPulse. Only Aurora ships both products and the loop between them.
Aurora runs the same numbers through Claude and writes a one-paragraph interpretation under every chart — what changed, why, what to do — with citations to the underlying records.
Solo ($99/mo), Pro ($299/mo), and Agency ($799/mo) on this page, with the cross-link to upgrade to the full Aurora Suite ($999/mo — ClientPulse Agency + ContentPulse Agency).
The Agency Suite button on the upgrade page links you over to ContentPulse to complete the full-suite purchase.
Switch the pricing display between monthly and annual to compare the all-in cost on either cadence. Annual is ten months' price — two months free.
The Vault story on the public clientpulse.helloaurora.ai landing — your single source of truth for every client record.
How contract upload and e-signature integrations are positioned for prospects on the public FAQ page.
ClientPulse signs you in with a magic link sent to your email — there's no password to remember or reset. Manage your profile and session from the user menu, and find account-level controls in Settings.
The live demo connects to a sample agency vault — Stripe, Gmail, calendar, contracts, documents — so you can ask Aurora questions immediately.