Find the relevant work
Keep saved property options, generated views, and document drafts associated with the client they belong to. Spend less of the next conversation reconstructing the last one.
Home / Client Overview
One client story. Context your team can follow.
Client Overview brings the work around a buyer or transaction together. Return to saved properties, review a 3D view, find a document draft, and understand the next closing action from the same client context.
2 AI documents · 2 3D credits · 2 closing readiness analyses. Verify your email to activate your trial.
What you can do with Client Overview.
Support a clearer handoff
Use the shared context to explain what has been reviewed, what remains uncertain, and which actions need attention. Team access depends on the workspace and selected plan.
Continue the journey
Move between property matching, Studio, Document Intelligence, and Closing Desk with the client’s record as the reference point.
A practical workflow
From context to a useful next step.
- Create or select the client record for the work you are doing.
- Save relevant properties, 3D views, drafts, and closing actions to that record.
- Review the current context before the next client discussion or team handoff.
Keep the limits in view.
Add only information you are authorized to use, invite only the intended teammates, and review the data-handling information before uploading client material. Workspace access and paid-plan seat allowances are enforced separately from this public feature page.
Is this a separate product from the AI tools?
No. Client Overview is part of the connected CasaCortex workspace, alongside property matching, Studio, document preparation, and closing management.
How many teammates can join?
Seat allowances vary by plan. Compare the current pricing page for Starter, Agent Pro, and Team Growth before inviting your team.
Try it in your workflow
Make your next client journey clearer.
Explore the connected workspace with a free 2-day Agent Pro trial, then choose the capacity that fits your team.