Client Health ScoreKnow which relationships are about to go sideways
This agent rates every active client on payment history, communication frequency, scope changes, and risk. You get a single score per client plus the patterns that precede churn or a dispute. Each red flag comes with the move that fixes it.
One Score Per Client
Blends payment history, reply speed, scope changes, and budget burn into a single number. Scan your whole book in seconds.
Churn And Risk Flags
Catches the patterns that come before a client goes dark or disputes an invoice. You see trouble before it costs you.
A Flag With A Fix
Every red score comes with the move that helps: a scope note, a check-in, or a payment nudge. You know what to do next.
Catches Unbilled Scope
Spots scope creep that never made it onto an invoice, the real margin bleed, with a change order ready to draft.
Whole-Book View
Ranks every active client at once, so renewal and offboarding calls are easy to prioritize.
Evidence-Backed
Each score cites the data behind it: which invoices were late, how many scope changes, days since last contact.
Reads every signal across your accountsTo rank relationships before they cost you.
Reads invoices and projects from Accordio and message history from where you talk to clients.
Blends financial, communication, and project signals per client.
Surfaces one score per client plus the fix for every red flag.
One message.
Every action.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
Explore more agents toprotect your best relationships
Scope Change Agent
Project changed? Describe the new scope. AI generates an amendment that references the original contract.
Late Payment Escalator
Invoice overdue? AI sends progressively firmer reminders — friendly at day 3, direct at day 7, formal at day 14.
Client Update Generator
"Update TechStart on this week's progress." AI drafts a professional status email from your tracked work and tasks.
Budget Burn Tracker
For fixed-price projects: AI tracks hours against budget. Warns you when you're at 50%, 75%, and 90% of estimated time.