Organize every
client & project with
shareable AI dossiers.
Turn client notes, audio notes, meeting recaps, files, and conversations into clean, AI-powered dossiers.
Built for professionals who want clarity
Built for professionals who want clarity
Never Forget a Client Detail Again.
Your Clients, Clearly Organized.
Watch the video
How ProperNotes works?
Create or import a client profile
Start fresh or upload your existing notes, PDFs, voice notes. You can also sync with other tools.
Add notes, to-do's and voice notes
Proper automatically reads text, summarizes key info, identifies tasks, and builds an actionable dossier.
AI Chat with client notes
Proper keeps everything structured, up-to-date, and ready to share or download.
AI record Bot
Start fresh or upload your existing notes, PDFs, voice notes. You can also sync with other tools.
AI summaries
Proper automatically reads text, summarizes key info, identifies tasks, and builds an actionable dossier.
AI Generate and share dossier
Proper keeps everything structured, up-to-date, and ready to share or download.
How ProperNotes works?
Proper keeps track of what was said, what needs to happen next, and what matters most — instantly.
Create or import a client profile
Add notes, to-do's and voice notes
The power of AI:
Vocal notes, summaries, chat,
Zoom and Meet assistant.
AI Chat with client notes
AI record Bot
AI summaries
AI Generate and share dossier
How ProperNotes works?
Create or import a client profile
Start fresh or upload your existing notes, PDFs, voice notes. You can also sync with other tools.
Let Proper organize and summarize
Proper automatically reads text, summarizes key info, and builds an actionable dossier.
Update after every session
Proper keeps everything structured, up-to-date, and ready to share or download.
Because every client deserves your full focus.
Stay prepared. Show up smarter. Let Proper handle the details
Create AI dossiers in seconds.
How it works? - Video
Because every client deserves your full focus.
Stay prepared. Show up smarter. Let Proper handle the details
Create AI dossiers in seconds
Key Features
Useful, simple tools:
✅ AI Smart Client Dossier
Auto-generated summaries and insights for each client — always organized and searchable.
✅ AI powered To-Dos & Actionables
Proper detects next steps and action items automatically so you can focus on outcomes.
✅ Export & Share Easily
Download clean PDF dossiers or securely share them with clients or collaborators.
Pricing
Starter
Stay organized, one client at a time-
Up to 2 client dossiers
-
Notes, tasks, and personal info
-
Upload documents & links
-
Search & filter
Base
For professionals managing many clients-
Everything in Starter, plus:
-
Up tp 20 dossier
-
AI-generated summaries
-
Voice notes
-
Tag and group dossiers
-
Share editable versions with clients
PRO
EXTRA AI Powered tools-
Everything in Base Plan
-
Unlimited dossiers (expandable)
-
AI Meeting Bot
-
AI Chat
-
Priority Support
Help us shaping the
future of ProperNotes.
Get in touch
You can be part of our community and help us implement with feedbacks and advices.
Write to our team and we get back to you soon.
Frequently Asked Questions
It’s a clean, shareable client profile — like a mini-site or smart sheet — where you keep notes, actions, documents, and personal details. You can also share it with clients when needed.
Coaches, consultants, psychologists, lawyers, sales reps — anyone who works 1:1 with people and needs to keep things organized and human.
Coaches, consultants, psychologists, lawyers, sales reps — anyone who works 1:1 with people and needs to keep things organized and human.
Dossiers are simpler than a CRM, cleaner than a Doc, and faster to use than Notion. They’re built specifically for professionals who don’t want to waste time with setups or bloated tools.
Yes. Each client gets their own Dossier. Organize, search, and update them anytime.
Yes — you can choose what to share. Some use it as a private tool, others share updates or summaries with clients.
Absolutely. All your client information is encrypted and private. Only you (or people you explicitly share with) can see the content.
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