Client AtriumCreate my workspace

Features/AI helpers

Fourteen features. Every one ships off.

There are fourteen AI features in Client Atrium, and every one ships turned off. The ones you turn on draft and suggest; you review, edit, and decide. Nothing is ever sent, posted, or answered by a machine on your behalf.

60 days with everything on. No card.

AI helpers

2 of 14 on

Reply drafts

Drafts wait for your edit. Nothing sends itself.

Message polish

Suggests a cleaner draft, you decide

Thread summaries

Ships off

Inbox triage

Ships off

+ ten more, each with its own switch, all off until you say so

Draft reply ready

“Thanks Dana, we’ll size up the header number today.” Waiting for your edit. Nothing sends itself.

Hartley & Voss threads excluded from AI entirely

How it works

The mechanics, plainly.

01

Off until you say otherwise

All fourteen AI features arrive turned off. Today you tell us which ones you want and we enable them for your account, while per-feature switches in your settings roll out. If you never ask for any of them, the product works exactly the same. AI is something you opt into, not a default you have to escape.

02

Drafts wait for your edit

The helpers that write, like reply drafts and message polish, produce a draft and stop. The draft sits there until you edit it and send it yourself. Nothing is sent, posted, or answered autonomously, so nothing reaches a client without passing through your hands.

03

Turn on exactly what you want

Control is per feature, so you can run thread summaries without reply drafts, or inbox triage without any writing help at all. Today you tell us which ones you want and we switch them on for your account; the settings screen that does it yourself is still being built. Each helper does one job: summaries condense a long thread, triage sorts what needs you first, polish tightens a draft.

04

Keep any client out entirely

Per-client AI exclusion means you can mark a client and none of the AI features will touch their threads, regardless of which switches are on. For the client who asked, or the matter that's sensitive, the answer is one setting, not a policy memo.

Fourteen switches

Every helper has its own switch, and every one ships off.

Drafts wait for you

Reply drafts, summaries, triage, and polish suggest. Nothing sends itself.

Exclude any client

Keep any client's threads out of AI entirely.

Works with

Common questions

Will AI ever message my clients?

No. Nothing is sent, posted, or answered autonomously. Helpers draft and suggest, and a draft waits for your edit before anything goes anywhere.

Can I keep one client away from AI completely?

Yes. Per-client exclusion keeps that client's threads out of every AI feature, no matter which switches are on.

What if we never turn any of it on?

Then Client Atrium runs with no AI in the loop, and the product works exactly the same.

Try it with one client this week.

Move one project in and see. If it doesn't help within two weeks, export it and walk away.

60 days with everything on. No card.