use cases
new clients mean new context - goals, stakeholders, expectations. jottie captures it all. 'summarize client goals' - instant context when you need it.
use cases
powered by jottie
capture client details
track goals
find context fast
drag notes around, search, and click to explore
why this works
capture client details
track goals
find context fast
stakeholders noted
examples
see how others use jottie for use cases. try these prompts to get started.
try these
details
note client details during onboarding - goals, constraints, people. jottie indexes everything. search later to prep for calls or answer questions.
capture details
index context
quick recall
how it works
details
client context gets lost in email threads. centralized, searchable notes mean you always know what matters to this client.
why jottie for clients
client context gets lost in email threads. centralized, searchable notes mean you always know what matters to this client.
questions
can i organize by client?
yes. tags or client names work.
is client data secure?
encrypted storage. evaluate against your requirements.
can my team access client notes?
personal notes for now. share via export if needed.
start with a single note, then use search or chat to pull the context back instantly.