Early warning intelligence for B2B Account Health and Client Retention

Spot silent churn, scope creep, and team burn-out across Online Meetings, Slack, Jira, and invoicing in real-time. Grounded in company knowledgebase.

Rookly mitigates risks & costs

$4.2M+
Unbilled Scope Protected
98.4%
Risk Detection Accuracy
< 60s
Setup Time

Calculate Your Estimated Revenue Leakage & ROI

$150/hr
$3,000/mo
7 accounts
Total Annual Revenue Protected
$43,200 / year
AND
Monthly Unbilled Scope Saved
$2,100
Annual Churn Risk Shielded
$18,000
Rookly ROI
7,2x Return (Rookly costs 499$/mo)

With and without Rookly

Without

vs

Rookly

30-50% silent margin lost

Teams agree to "quick tweaks" on calls without logging extra hours.

Verbal Scope Tracking

100% Automated SOW Capture

Audio loopback flags scope expansion live on calls and captures it for follow-up.

20% Invoice Discounts Forced

Clients dispute unexpected charges at month-end, forcing manual discounts.

Invoice Dispute Prevention

Zero Invoice Pushback

Pre-approved scope add-ons sync directly to billing for complete billable capture.

40+ Hours Unbilled Monthly

Teams blow past retainer limits on unbilled advisory work, turning accounts unprofitable.

Retainer Threshold Alerts

90%+ Gross Margin Shielded

Real-time Slack alerts trigger before unbilled team hours are spent.

45% Stalled Opportunity Rate

Account managers stumble during tough client questions or budget pushback.

Contextual Live Hints

Instant AI Co-Pilot HUD

On-screen prompts deliver exact answers grounded in your project knowledge base.

What can I do with Rookly?

Rookly dashboard showing detected project risks on a client account

Project Risk Detection

Detect churn risks, budget overruns, and scope creep across meetings and text channels connected via MCP and integration templates. Eliminate wasted team time and resource drain with evaluations grounded in Rookly AI models and emotional intelligence.

  • Multiple Channels surface risks from Slack, project management tools, and your company knowledge base.

  • Data-Driven evaluations are grounded in real-time, objective project data.

  • Live Meetings surface emerging risks on the fly during online calls, with instant, data-driven insights and possible corrections.

Account health and meeting trends dashboard
Meeting preparation workspace connected to documents, calendars, and participants

Prepare for meetings

Leverage past meetings and your knowledge base to build custom agendas for every participant and share summaries with clients effortlessly.

  • Agenda is tailored automatically to your team and clients.

  • Data Grounded agendas are built from historical meeting data and project context.

  • Announcement is shared instantly with participants through their preferred channels.

Drive meetings
Live performance hints and project risk insights during a meeting

Drive meetings

Receive live talking points and risk alerts during calls, powered by your company's knowledge base.

  • Live Hints offer real-time guidance grounded in your agenda and project history.

  • Automated Tracking tracks completed agenda points automatically.

  • Emotional Intelligence captures call dynamics, pacing, and emotional tone in real time.

  • Risk Detection highlights emerging issues by analyzing sentiment, speech patterns, and context.

Account health chart with risk alerts and protected revenue

Save Projects & Mitigate Risk Proactively

Protect project budgets by monitoring meetings, chat channels, and documents in full project context. Instantly catch misalignments between client expectations and team deliverables—and apply one-click actionable mitigations.

  • Churn Rate is flagged early by real-time transcripts that detect vocal tone, emotional cues, and underlying client friction.

  • Time is saved with live talking points grounded in conversation dynamics, meeting agendas, and your business knowledge base.

  • MRR Saved comes from protecting recurring revenue by detecting unbilled scope creep and early warning signs of client churn.

  • Scope Creep is caught early by identifying hidden risks on the fly based on conversation dynamics, sentiment, and project boundaries.

Live meeting insights and performance hints shown during a call

Build Stronger Client Relationships Across Every Meeting

Leverage your business knowledge base, past meeting history, client profiles, and project objectives to deepen trust—without risking ambiguity or inconsistency.

  • Transcript & Emotions are captured by transcribing calls live while analyzing tone of voice, emotional shifts, and speech dynamics.

  • Live Hints deliver instant talking points grounded in conversation context and company knowledge to resolve ambiguities on the spot.

  • Project Risk Detection spots emerging risks in real time based on conversation flow, client sentiment, and historical context.

Emotional analysis panel and meeting guidance over a blurred video call

AI Meeting Assistant with Emotional & Business Intelligence

Keep every meeting focused and on track using your company knowledge base, meeting objectives, and structured agendas. Understand what your client truly means and know exactly how to respond.

  • Prepare for Meeting starts with automatically generated custom agendas for team members and clients, plus effortless pre-meeting announcements.

  • Meeting Agenda is tracked automatically, marking completed discussion points as done and proposing what to say next.

  • Participate with Assistance continues as you join calls with an AI co-pilot that keeps discussions on agenda, tracks completed topics, provides live hints, and summarizes key discussion points in real time.

  • Conclusion & Follow-ups wraps up with automated summaries, detected risk alerts, and one-click mitigations—saving outcomes directly to your connected tools and knowledge base.

Emotional Awareness & Contextual Responses

Receive real-time guidance that dynamically adapts to conversation flow, client emotion, and your strategic meeting goals.

  • Transcript

    Live audio transcription with sentiment and tone tracking.

  • Live Hints

    Context-aware talking points delivered in real time.

  • Project Risk Detection

    Continuous scanning for scope creep and relationship friction.

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Audio emotion analysis highlighting client hesitation and tone changes

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Protect client relationships and elevate account retention with Rookly.

Enterprise Grade Security,
Compliance & Control

Rookly meets the strict security and privacy standards your InfoSec team requires—across both cloud and self-hosted deployments.

Badges for AICPA SOC 2, HIPAA, GDPR, and ISO 27001:2022

Strict Compliance Built for Total Data Security

Out-of-the-box compliance with SOC 2, ISO 27001, HIPAA, GDPR, and CCPA. Independently audited and continuously monitored.

Badges for AICPA SOC 2, HIPAA, GDPR, and ISO 27001:2022

Anti Big Brother Policy

Rookly never scores, ranks, or judges individual team members. Every analysis is focused on helping you understand and serve your customers better—not monitoring your people.

Passive churn vs. proactive warnings.

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