CurrentClient

CurrentClient is a phone and texting platform for client communication. Connecting it to Quin brings your transcribed CurrentClient calls into Quin, where Notetaker turns them into recaps, follow-up drafts, and CRM updates the same way it handles your other meetings. You can also ask Quin about a contact's notes, calls, and texts without opening CurrentClient.

Before you begin

You need an active CurrentClient account. To bring in call transcripts, Notetaker must be active in Quin. For CRM updates from your calls, connect your CRM, such as Wealthbox or Redtail, in Settings > Integrations.

The CurrentClient connection is personal. Each person on your team connects their own CurrentClient account, and Quin works with the calls and contacts in that account.

How to set it up

1. Go to Settings > Integrations
2. Select CurrentClient from the list
3. Sign in to CurrentClient and approve access for Quin
4. Review your Notetaker settings to choose whether Quin saves recaps, drafts follow-ups, and updates your CRM after each call (optional)

Once you sign in, Quin keeps the connection active. Connecting CurrentClient also turns on call transcript import for your account, as long as Notetaker is active.

What you can do with CurrentClient and Quin

• Turn transcribed calls into meeting notes. Quin brings in CurrentClient calls that have a transcript, then saves a recap, drafts a follow-up, and updates your CRM based on your Notetaker settings.
• Look up a contact by name, email, or phone number, and see their name, email, and phone numbers.
• Read the notes on a contact without opening their CurrentClient record.
• Review call history, including the direction, time, and duration of each call, plus the transcript when CurrentClient has one.
• Look up text messages with a contact.

What to expect

After connecting, Quin imports calls from about the past day that already have a transcript. From then on, it checks CurrentClient about every 5 minutes and brings in each new transcribed call as a meeting titled with the people on the call. Notetaker processes these calls like any other meeting, so a recap, follow-up draft, and CRM update can be ready shortly after CurrentClient finishes the transcript. In chat, you can ask Quin about a person, for example "What did I last talk to Maria Lopez about?" or "Show me my recent texts with David Chen," and Quin looks up their CurrentClient record at that moment. That information stays in CurrentClient and isn't copied into Quin as a CRM.

How it works

Calls arrive within minutes, not instantly. CurrentClient needs time to finish a transcript after a call ends. Each time Quin checks, it looks back over the previous 3 hours and skips calls it has already imported, so a transcript that finishes late still comes in.

Very short calls are saved but not processed. A call with a transcript under about 1,000 characters comes in as a meeting, but Notetaker doesn't create a recap, follow-up, or CRM update for it.

CRM updates go to your CRM. When Notetaker updates a contact after a call, the update goes to your connected CRM, such as Wealthbox or Redtail. Nothing is written back into CurrentClient.

Contact search depends on what you ask with. A phone number or email address needs to match exactly. A name matches the start of a first or last name, so "Mar" finds Maria and Martin.

Older calls stay in CurrentClient. The first sync only reaches back about a day. Calls before that aren't imported, though you can still ask Quin about a contact's earlier calls and transcripts in chat.

What Quin doesn't do with CurrentClient

Quin reads from CurrentClient but doesn't make changes there. It doesn't create or edit contacts, add or change notes, or send texts. It also doesn't import files from CurrentClient. Address, birthday, household, and tags stay in CurrentClient and don't appear when Quin looks up a contact.

Troubleshooting

A CurrentClient call didn't show up as a meeting

• Wait a few minutes, since Quin checks about every 5 minutes and CurrentClient needs time to finish the transcript
• Check that the call has a transcript in CurrentClient, since calls without one are skipped
• Calls from more than about a day before you connected aren't imported
• Confirm Notetaker is active and CurrentClient shows as connected in Settings > Integrations

A call came in without a recap or follow-up

• Check the length of the transcript, since calls under about 1,000 characters are saved without processing
• Review your Notetaker settings to confirm recaps and follow-up drafts are turned on

CRM updates from a call aren't showing in CurrentClient

• This is expected, since Quin sends CRM updates to your connected CRM rather than CurrentClient
• Check the contact in your CRM, such as Wealthbox or Redtail
• Confirm your CRM is connected and CRM updates are turned on in Notetaker settings

Quin can't find a contact

• Check the phone number or email for typos, since both need an exact match
• Try the start of their first or last name instead
• Confirm the person exists as a contact in your own CurrentClient account

Quin won't send a text or update a contact in CurrentClient

• Quin can look up CurrentClient data but can't send texts, create or edit contacts, or change notes
• Make those changes directly in CurrentClient