All features

Pillar 03 · 7 modules

Intelligence

Find out before the client does.

The layer that watches your accounts and your team, and tells you what needs attention — the difference between reacting and being ahead.

  1. 1Client health scoreSpot churn weeks before it happens.
  2. 2Growth RadarUpsell opportunities, surfaced for you.
  3. 3Ad GuardianCatch wasted ad spend early.
  4. 4Competitor WatchWeekly monitoring, sent to the client.
  5. 5ReviewsReply to every review, properly.
  6. 6AI VisibilityHow clients show up in AI answers.
  7. 7Team intelligenceProtect the people doing the work.

Inside intelligence

Every module, wired into one live view.

Nothing here is a separate tool. Each module feeds the same record — so what one sees, the others already know.

  • Client health scoreSpot churn weeks before it happens.
  • Growth RadarUpsell opportunities, surfaced for you.
  • Ad GuardianCatch wasted ad spend early.
  • Competitor WatchWeekly monitoring, sent to the client.
app.clientflow.os / intelligence / healthLive

Client health · Meridian Law

86

Healthy ↑

Growth Radar

Signals this morning

  • Meridian Law — no portal login in 19 days
  • Team — Designer back under 5 tasks today
  • Reviews — 2★ Google review needs a reply
  • ReviewsReply to every review, properly.
  • AI VisibilityHow clients show up in AI answers.
  • Team intelligenceProtect the people doing the work.

Module by module

What each one actually does.

Client health score

Spot churn weeks before it happens.

Scores every client on behavioural signals — portal logins, approval delays, response times, payment behaviour and meeting attendance — so a client drifting away surfaces while you can still save them.

Growth Radar

Upsell opportunities, surfaced for you.

Looks across each account for the work they obviously need next, with an estimated value, so your team pitches proactively instead of waiting to be asked.

Ad Guardian

Catch wasted ad spend early.

Watches Google and Meta campaigns for cost-per-click spikes, budget burn and underperforming ads, and alerts you before the client opens their own dashboard.

Competitor Watch

Weekly monitoring, sent to the client.

Tracks competitors’ new pages, ranking movements, ads and social activity, then sends the client a summary — the update they never expected but always wanted.

Reviews

Reply to every review, properly.

Monitors Google, Trustpilot and Facebook, drafts a considered response with AI, and lets the client approve it in their portal before it is posted.

AI Visibility

How clients show up in AI answers.

Tracks whether your clients appear in ChatGPT, Perplexity and AI Overviews for the questions their customers ask — the search surface nobody else is reporting on yet.

Team intelligence

Protect the people doing the work.

Workload, burnout risk, quality trends and skill gaps per person — so you can rebalance before someone quietly drowns, and assign the right specialist every time.

Try intelligence on your own agency.

Fourteen days free, no card required. The data above is a demo agency.

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