Deeta for Professional Services — client details that stay accurate

The problem

Trust is built on not having to be told twice

Asking twice costs credibility

Every re-ask says the last conversation did not stick. Clients notice, and they draw conclusions about the rest of your work.

Client details change structurally

Entities, roles, signatories, addresses. Not preferences — facts, and wrong facts create real problems.

Referrals come from warmth

The relationship you remember properly is the one that sends you the next client. That is the whole growth model.

How it works

A record the other person keeps current

Every tool that asked you to maintain it by hand has already failed you. This one is maintained by the person who actually knows the detail.

Live records

Stop the annual "please confirm your details" email

A client maintains their own profile and grants you the fields you need. When their entity, address or signatory changes, it changes on your side — no form, no chase, no version of the truth that is nine months old.

Accurate between engagements, not just at onboarding.
Per field and revocable, which is what makes it acceptable to a cautious client.
No central pile of client data on our side to breach or to sell.

Left: a record you maintainRight: a record they maintain

Getting things in

Every tool like this dies of the same thing: typing. So mostly, you don’t.

Your whole address book is here on day one, and it stays that way — synced both ways with your phone, so anything that lands in your contacts lands in Deeta, and any edit you make here shows up there. Nothing to import, nothing stranded in a second app. After that a detail takes about two seconds, in whatever way suits the moment you’re in.

Capture

Say it, paste it, or save it from wherever you already are

The detail you want is almost never in front of you at a keyboard — it is in a conversation, a message, or a passing remark. So capture goes where you are rather than asking you to come to it.

Just say it. Talk, pause, think, keep talking — the session holds your transcript and waits, and you commit when you are done. Transcribed on your device.
Type or paste. Drop in a chunk of an email or your own scribbled notes and it pulls out the individual details for you to confirm.
Straight from Messages, or any other app. Share it to Deeta and it is saved against the right person without you leaving the app you were in.
Someone sends you their digital business card? Share a Blinq, HiHello or Popl link to Deeta and it arrives as real, structured details — name, title, company, numbers, socials — not a dead URL you will never open again.
Or they just AirDrop you a contact. Send it straight to Deeta — by AirDrop, or from a Mail or Messages attachment — and it comes in as details to confirm, rather than a card you have to file somewhere else first.
From an answer. Ask a question, then turn what comes back into a saved detail in one tap.
Or type it. Manual entry is still there, still quick — and edits flow back to your phone’s contacts automatically.

Two seconds per detailNo import to sit through

Just ask

Questions you could actually ask it

Plain English, answered out of the details you have already saved — on your own device in Private Mode, or by the AI provider you picked.

Which clients changed entity structure this year?
Who is the decision-maker at this account?
Who asked not to be contacted in August?
Which clients have referred someone to me?

Plain-language queryAnswered from your graph

Your data. Your AI. Your choice.

You pick the AI. Including none of them.

Most apps hardwire one AI vendor and never mention it. You choose which one answers your questions — and whether one leaves your device at all.

Choose your provider

Anthropic, OpenAI, Google Gemini, Grok — or none. Set a primary and a backup for when the first one is down. On every tier, including free.

Or run it entirely on your device

Private Mode answers from your records without anything being transmitted. Ask about public things and only an anonymous search leaves — never your contacts, names or details.

And it works with no signal

On a plane or underground, Private Mode picks up automatically and you can still ask about the people you know. It is the resilient path, not a degraded one.

Privacy by architecture

Most contact products aggregate your data. This one is built so we can’t.

Data minimisation here is structural, not a promise in a policy. And we are deliberate about the claims we do not make — that precision is the point.

What is true

Your records live in an encrypted store on your device, not in a readable pile on our servers.
In Private Mode nothing is transmitted at all — the reasoning runs on your device. Ask about something public and only an anonymous search leaves, never your contacts, names or details.
If you choose a cloud provider instead, you choose which one — and identities are tokenised and phone, email and address redacted before anything is sent.
Sharing is per attribute and consent-gated — you grant specific fields to a specific person, and it travels as ciphertext we cannot read.
A grant is revocable, and what you share cannot flow onward to anyone you never authorised.
We do not sell or share your information with anyone, ever. There is no ad model here.

What we do not claim

Not “your data never leaves your device,” flat. That is true in Private Mode and not true if you pick a cloud provider. We would rather tell you which is which than use the flattering version of the sentence.
Not that Private Mode matches a big cloud model at everything. It is better on your own records — it reads the phone numbers and addresses the cloud path redacts — and weaker at open-world reasoning. The app says so when it matters.
Not that we have solved privacy. We have narrowed what we can see, and we describe the narrow paths plainly.
Not a claim we can’t evidence. If you find us overclaiming anywhere, tell us and we will correct it.

That second column is unusual on a marketing page, and it is there on purpose: a narrower claim you can check beats a broad one you can’t. The full detail is in our privacy policy — and we are a founding signatory of the HumanTerms privacy pledge.

Questions

What professional services people ask first

Is this a practice-management system?

No. It does not do matters, time, billing or documents. It holds the human and factual record of the client — the part practice-management systems capture once at onboarding and then let decay.

Can I use this if my professional body has confidentiality rules?

The architecture is designed to make that easier rather than harder — client records sit encrypted on your own device, we hold no key and keep no readable copy, and nothing is shared without a specific per-field grant.

We would still rather you read the privacy policy and form your own view than rely on a reassuring sentence on a landing page.

What about my clients’ own data-protection obligations?

A client granting you specific fields from their own profile, revocably and with no onward sharing, is a cleaner basis than you holding a copy they never actively agreed to. That property is architectural, not a policy promise.

Does it work across a team?

Today Deeta is a personal layer — the records are yours, on your device. A business layer where an organisation pushes and pulls live client information is on the roadmap, not shipped.

How much work is this to keep up?

Less than you are expecting, and that is deliberate — every product in this category has died of exactly this.

Your whole address book is there from day one, synced both ways with your phone, so there is no import and nothing stranded in a second app. After that a detail is about two seconds: say it out loud, paste a chunk of an email or your notes, share something straight from Messages or any other app, share a digital business card someone sent you and have it come in as structured details, or turn an answer you just got into a saved detail. Typing it by hand still works — it is just rarely the fastest way.

Someone AirDropped me a contact — does that work?

Yes — hand it straight to Deeta. A contact sent by AirDrop, email or message can be opened in Deeta, or shared to it, and it arrives as real details — name, title, company, numbers, socials — for you to confirm. Same review step a shared business card goes through. A file holding a few contacts is reviewed one at a time. It is meant for a card someone hands you, not a whole address book exported from another app — that is a different job, and not one Deeta does yet.

Or let your phone do it: save it in your iPhone’s Contacts app instead and it still shows up in Deeta within seconds, because the two stay synced both ways.

Two honest limits: nothing is saved until you confirm it, and a photo attached to the contact file is not carried over — every other field is.

Someone sent me their Blinq card. Can I save that?

Yes — and it arrives as real details, not a link you will never open again. Share a Blinq, HiHello or Popl card to Deeta and it reads the name, title, company, numbers and socials off it and offers them to you as candidates. New card services get added without needing an app update.

The honest limits: it reads the card on your device when you ask it to, nothing is harvested server-side; you confirm before anything is saved; and it takes a snapshot rather than watching their card forever — the original link is kept alongside. If a card is built in a way it cannot read, it saves the link and says so instead of guessing at a value.

Who it’s for

Built for anyone whose work runs on relationships

The product is the same; what changes is which details matter. Pick the one that sounds like you.

Dating Family & friends Networking Sales Realtors Recruiters Coaches Professional services Small business

Early access

Get in while it is still early

Deeta is in private beta on iPhone. Join the waitlist and we will email you when your invite is ready.

Join the waitlist

iPhone today — iPad and Android are both in development. We only ever email you about Deeta, and we do not sell or share your information with anyone, ever.

Your clients tell you things once.