QiCli

About QiCli

QiCli is an AI-powered client onboarding assistant for freelancers and small agencies. It turns messy client inputs like long email threads, intake forms, voice notes, and PDFs into clear briefs, questionnaires, task lists, and kickoff agendas in minutes.

If you've ever spent a full afternoon chasing down missing info, rewriting the same welcome email, or rebuilding your "project start" docs from scratch, QiCli is built to give you that time back.

Why we built it

Independent creatives and boutique agencies win work because of their thinking, not their paperwork. But every new client kicks off the same invisible to‑do list: gather context, send a warm intro, draft a project brief, prepare a questionnaire, and map out the first few weeks of work.

Those repetitive tasks can easily add 2–5 hours to every project. QiCli automates the busywork while keeping you in control of the final message, tone, and scope.

How QiCli works

  1. Drop in your client input. Paste an email, link a form response, or upload a PDF or notes from a discovery call.
  2. Structured insights. QiCli extracts the essentials such as goals, scope, budget, timeline, audience, and constraints into a clean JSON record.
  3. Generate your onboarding pack. We use that structured data plus your templates and tone settings to create a welcome email, project brief, discovery questionnaire, task list, and kickoff agenda.
  4. Review, tweak, send. You stay in the loop: edit copy, adjust scope, change budgets and timelines, and only send when you're happy.

Built for modern freelancers and agencies

QiCli is especially helpful if you work in:

  • Web & product design studios onboarding new projects
  • Brand and marketing agencies kicking off campaigns
  • Copywriters and content strategists gathering briefs and outlines
  • Consultants and coaches running recurring engagements

Our principles

  • Template‑first. Your templates and process come first. QiCli adapts to how you work instead of forcing a new "proprietary framework."
  • Human in the loop. Nothing is auto‑sent. Every email, brief, and agenda is reviewed and approved by you before it reaches your client.
  • Transparent capacity. Weighted AI usage and clear limits help you price your services and avoid surprise bills.
  • Privacy by default. Your client data stays in your workspace. We use Supabase with Row Level Security and never train shared models on your content.

What's next

Over the coming months we're focused on:

  • Native Notion, ClickUp, and Trello integrations for one‑click task creation
  • Team workspaces and shared template libraries for agencies
  • Deeper analytics on time saved and project performance
  • More pre‑built "playbooks" for common project types and industries

QiCli is still evolving, but the goal is simple: make client onboarding feel as polished as your best work without consuming your entire week.