Your business is billable relationships. When the client record, the engagement, and the invoice live in three different places, the work gets done and the money gets forgotten. GuardenerAI keeps all three on one record.
Custom objects, fields, and layouts let you track matters, engagements, or retainers properly — instead of bending your firm into a sales template.
Stale engagements get flagged before they cool, and the assistant drafts the nudge from the record’s real history.
Summarize an agreement, pull key dates, or draft a client update — inside your own workspace, on documents you already hold.
Invoices, AR aging, and a double-entry ledger live next to the client, so the money is as visible as the work.
Encrypted at rest and in transit, audit-logged, isolated per tenant, with default-deny roles and an audit trail no one can quietly edit. Your files are never used to train outside models.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for healthcare practices and agencies and studios.
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