CurrentClient

A client call in CurrentClient ends with a transcript, and then the real work starts: writing up notes, sending the follow-up, and updating the CRM. Connect CurrentClient to Quin and your transcribed calls are handled the same way as your video meetings, with a recap, a follow-up draft, and CRM updates ready minutes after CurrentClient finishes the transcript. A contact's notes, calls, and texts are also one question away in chat.

What you can do with CurrentClient and Quin

• Get a recap of every transcribed call.
  Quin brings in CurrentClient calls with a transcript and saves a recap, the same as any other meeting.
• Get a follow-up draft ready after the call.
  Quin drafts a follow-up based on what was said, ready for you to review.
• Keep your CRM current without typing up the call.
  Quin updates the contact in your CRM, such as Wealthbox or Redtail, based on the conversation.
• Ask about a client before you call them back.
  Search by name, email, or phone number and Quin pulls up their CurrentClient details and notes.
• See how and when you last spoke.
  Quin shows call history with direction, time, and duration, plus the transcript when CurrentClient has one.
• Find what was said over text.
  Ask about a client's text messages and Quin looks them up in CurrentClient.

Who this helps most

• Advisors who do most of their client work by phone, since calls get the same notes, follow-ups, and CRM updates as video meetings.
• Teams where everyone uses their own CurrentClient account, because each person connects their own account and their calls flow into their own Quin meetings.
• Anyone getting ready for a callback, since the last call, the last text, and the notes on a contact are all one question away.

How this shows up day to day

• An advisor takes four calls back to back.
  Each transcribed call comes into Quin with a recap and a follow-up draft, so nothing has to be written up from memory at the end of the day.
• A client mentions a change worth recording.
  Quin updates the contact in Wealthbox or Redtail after the call instead of waiting for someone to log it.
• A client calls back about something from last month.
  Ask Quin what was discussed and it pulls the earlier call and its transcript from CurrentClient.
• You need to confirm what you promised over text.
  Quin looks up the message thread with that contact without you opening CurrentClient.

Frequently asked questions

What happens when I connect CurrentClient?
Quin imports transcribed calls from about the past day, then checks for new ones about every 5 minutes. Notetaker turns each call into a recap, follow-up draft, and CRM update based on your settings.

How quickly do calls show up in Quin?
Usually within minutes of CurrentClient finishing the transcript. It isn't instant, since CurrentClient needs time to transcribe the call first.

Does Quin write anything back to CurrentClient?
No. CRM updates from your calls go to your connected CRM, such as Wealthbox or Redtail. Quin doesn't send texts, create or edit contacts, or change notes in CurrentClient.

Does everyone on my team need to connect?
Yes. Each person connects their own CurrentClient account from Settings > Integrations.

Is my CurrentClient data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just CurrentClient.

Does Quin replace CurrentClient?
No. CurrentClient stays your phone and texting system. Quin turns your calls into notes, follow-ups, and CRM updates, but CurrentClient remains where you call and text.