We're a team of entrepreneurs and technologists that are focused on one thing: making client management as simple as possible.
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FAQs
Client IQ
Got questions? We've got answers
1. What is Client IQ?
Client IQ is an AI-powered client manager that automates routine communication, sends weekly updates, and allows your clients to ask questions—all through simple, professional text messages.
2. Who is Client IQ for?
Client IQ is designed for service professionals who manage active client work—especially law firms, medical offices, and consultants. If you regularly field client check-ins, status requests, or follow-up questions, Client IQ can save you time and improve client satisfaction.
3. How does Client IQ work?
Client IQ integrates with your CRM or case management software. It learns from your case notes and updates to generate weekly summaries and handle FAQs. Clients receive timely text messages with status updates and can reply with questions or requests—all managed by AI.
4. Can my clients really text the AI directly?
Yes. Clients can respond to updates or ask questions from a pre-approved list. The AI responds in natural language and can also escalate complex questions to your team or book a call when needed.
5. Is it secure and compliant?
Absolutely. Client IQ uses end-to-end encryption and is designed with data privacy in mind. For law firms and medical providers, we also offer features that help meet regulatory and confidentiality standards.
6. What platforms does it integrate with?
Client IQ integrates with popular CRMs and practice management tools like Filevine, Clio, and HubSpot. Custom integrations are also available.
7. How much does it cost?
We offer flexible pricing based on your number of active clients. Plans start with a flat monthly fee, and volume discounts are available for larger teams. Book a demo to get a custom quote.
✔ 2-minute quote. Book only if it works for you.
Client profiles
Client IQ is built for service-based professionals who manage ongoing client relationships and need a better way to stay in touch. Our users include:
Law Firms – Solo attorneys and small to mid-sized firms that want to send regular case updates, reduce client check-in calls, and improve satisfaction without increasing overhead.
Medical and Wellness Providers – Chiropractors, therapists, and clinics that want to streamline patient communication, appointment follow-ups, and ongoing care updates.
Home and Legal Services – From estate planners to contractors, Client IQ helps any professional with active client work keep people in the loop—automatically.
Consultants and Agencies – Whether you're managing multiple accounts or long-term projects, Client IQ keeps your clients informed and confident every step of the way.
If your business relies on ongoing communication and client trust, Client IQ helps you deliver a better experience—without adding work to your plate.
Client IQ
1. What is Client IQ?
Client IQ is an AI-powered client manager that automates routine communication, sends weekly updates, and allows your clients to ask questions—all through simple, professional text messages.
2. Who is Client IQ for?
Client IQ is designed for service professionals who manage active client work—especially law firms, medical offices, and consultants. If you regularly field client check-ins, status requests, or follow-up questions, Client IQ can save you time and improve client satisfaction.
3. How does Client IQ work?
Client IQ integrates with your CRM or case management software. It learns from your case notes and updates to generate weekly summaries and handle FAQs. Clients receive timely text messages with status updates and can reply with questions or requests—all managed by AI.
4. Can my clients really text the AI directly?
Yes. Clients can respond to updates or ask questions from a pre-approved list. The AI responds in natural language and can also escalate complex questions to your team or book a call when needed.
5. Is it secure and compliant?
Absolutely. Client IQ uses end-to-end encryption and is designed with data privacy in mind. For law firms and medical providers, we also offer features that help meet regulatory and confidentiality standards.
6. What platforms does it integrate with?
Client IQ integrates with popular CRMs and practice management tools like Filevine, Clio, and HubSpot. Custom integrations are also available.
7. How much does it cost?
We offer flexible pricing based on your number of active clients. Plans start with a flat monthly fee, and volume discounts are available for larger teams. Book a demo to get a custom quote.
Let AI manage up to 10,000 clients
Up to 82% of clients leave due to poor communication.
ClientIQ changes that.
Weekly Reports
Automated Scheduling
SMS Workflows
How does it work?
Learn how our technology works
Texting is the #1 communication channel
Unmatched Engagement: Text messages have a 98% open rate, far surpassing email and phone calls, making them the most effective way to ensure your message is seen.
Immediate Response: Over 90% of texts are read within 3 minutes, enabling real-time communication and faster decision-making compared to other channels.
... so we made an AI that manages all your client cases through text 🙂
Automated Updates: Our AI sends personalized, timely text updates to clients based on case progress—no manual follow-up required.
24/7 Availability: Clients can ask questions, get status updates, and even schedule calls—all through simple, human-like text conversations.
Attorneys:
Let AI manage up to 10,000 clients
Up to 82% of clients leave due to poor communication.
ClientIQ changes that.
Want to learn more?
Download our white paper to learn how our technology helps law firms retain more clients and improve profitability
Clear Data
Track performance and see exactly how much time & revenue Client IQ saves.
Case FAQs
Clients receive 24/7 instant answers to firm-approved questions - no staff time required.
Case Updates
Clients receive reliable text updates every week based on case stage, notes, and activity.
It started with a simple conversation
Client IQ began when Ben Powell, founder of Client IQ, was talking with his brother, who runs a personal injury law firm in Milwaukee.
During their conversation, his brother mentioned a familiar frustration — spending hours on the phone answering basic client questions instead of focusing on legal work.
He wasn’t alone. Across the industry, attorneys were losing valuable time to routine communication that could be handled more efficiently.
That conversation sparked an idea:
What if AI could handle the simple, repetitive client communication — freeing professionals to focus on what truly requires their expertise?
From that insight, Client IQ was born — an intelligent communication platform designed to proactively engage clients, provide updates, and answer common questions at scale.
Intelligence on demand
At Client IQ, we believe professional relationships thrive on clear, consistent communication.
Our mission is simple:
Use AI to strengthen human connection — by automating what’s routine, so people can focus on what’s meaningful.
Today, Client IQ is designed to streamline law practice communication, reduce interruptions, and deliver a more responsive client experience.
We’re continually innovating to help professionals serve their clients better — with clarity, consistency, and care.
Our mission
Meet the team
Ben Powell
Founder
Joseph Sobczak
Advisor
Bruce Meek
Technical Manager
It started with a simple conversation
It started with a simple conversation
Client IQ began when Ben Powell, founder of Client IQ, was talking with his brother, who runs a personal injury law firm in Milwaukee.
During their conversation, his brother mentioned a familiar frustration — spending hours on the phone answering basic client questions instead of focusing on legal work.
He wasn’t alone. Across the industry, attorneys were losing valuable time to routine communication that could be handled more efficiently.
Intelligence on demand
Our mission
Meet the team
©2025 Client IQ Technologies, LLC
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Company
Who We Serve
Company
Who We Serve
Resources
Support & Legal
Support & Legal
©2025 Client IQ Technologies, LLC
