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Every client conversation,
structured.

Laisy captures every client call, workshop, and email — then lets you search across all engagements with a simple question.

Your consulting memory, organized.

Get Started FreeWatch demo

Free to start. No credit card required.

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Ingesting: Strategy workshop with Acme...
Why switch

A better way to work

Consulting chaos

  • Client requirements buried across emails and meeting notes
  • "What did the CFO say about budget?" — searching through folders
  • Losing track of deliverables across multiple engagements
  • Hours rebuilding context for monthly status calls
The laisy way

With laisy

  • Every client touchpoint captured and structured
  • Searchable profiles with stakeholders, deliverables, concerns
  • "Which clients mentioned compliance needs?" — instant answer
  • Walk into every call with full engagement history
Features

Built for how you work

Client Tracking

Auto-capture engagement details, stakeholder preferences, and deliverable requests from every conversation.

Deliverable Recall

Search across all engagements for commitments, deadlines, and requirements. Never miss a client expectation again.

Engagement History

Full timeline of every interaction across all clients. Switch between engagements with complete context in seconds.

Testimonial
Managing 8 client engagements simultaneously used to mean constant context-switching. Now I ask laisy 'what did GlobalTech's CFO say about timeline?' and get the exact answer.
8 engagements managed
Rachel Kim

Rachel Kim

Principal Consultant at Strategy Firm

Enterprise-grade security

Your data stays yours. Period.

We never send your data to OpenAI, Claude, or any large AI provider. All AI processing runs on private infrastructure. You have full control: export, delete, or revoke access at any time.

Your data never leaves your vault

We don't send your data to OpenAI, Claude, or any large AI provider. All processing runs on private, self-hosted models. No third party ever sees your relationships.

AES-256 encryption at rest

All stored data is encrypted with AES-256. OAuth tokens are encrypted with Fernet before persistence. TLS 1.3 in transit.

You own your data

Export everything. Delete everything. Your data, your rules. Full GDPR and CCPA compliance with one-click data portability.

Tenant isolation

Every user's data is logically isolated. Strict role-based access controls. No cross-tenant data leakage. Ever.

SOC 2 Type II in progress

We're actively pursuing SOC 2 Type II certification. Audit logging, access controls, and incident response are already in place.

Selective sync only

You choose exactly which emails, meetings, and contacts to import. We never scrape your inbox or silently access your data.

AES-256 + TLS 1.3
GDPR & CCPA compliant
SOC 2 Type II (in progress)
No third-party AI providers

Got questions?

Frequently asked questions

How does laisy capture conversations?
We support voice recordings, uploads, and direct integrations with Microsoft Teams, Gmail, and Outlook. Our unique 'Selective Sync' feature lets you choose exactly which meetings and emails to import, keeping your personal data private.
Is laisy an AI telemarketing platform or automated calling software?
No. laisy isn't an AI telemarketing platform or automated calling software. If you're comparing AI telemarketing platforms (telemarketing AI software) like Retell AI, Callin, Synthflow, Voiso AI, or Rudder, laisy complements them by turning call notes into clean, structured CRM context you can query.
Is laisy an AI sales prospecting platform?
laisy supports sales prospecting workflows by keeping your notes, follow-ups, and account context structured and searchable. Teams often pair it with AI sales prospecting platforms and other tools for outreach, while laisy handles the 'what did we learn' and 'what's next' from conversations.
Is my data secure?
Yes. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We never send your data to OpenAI, Claude, or any large AI provider. All AI runs on private, self-hosted infrastructure. We offer full data export and deletion, comply with GDPR and CCPA, and are actively pursuing SOC 2 Type II certification. You choose exactly what to import, and you can revoke access at any time.
Can I export data to my existing CRM?
Direct CRM sync (Salesforce, HubSpot, Pipedrive) is in development. In the meantime, all structured data is available for instant copy-paste or API access.
Does it work for languages other than English?
Our models are optimized for English today, with multi-language support coming in a future update.

Stop losing client context.

Join consultants who use laisy to manage every engagement without dropping the ball.

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