An AI assistant for client-facing executives

You walk into meetings all day, and the cost of forgetting a detail is paid in front of a client. Equerry holds the context behind every relationship — what was said, what's open, what's next — and hands it back to you before each call.

The pressure of being the one in the room

When you're the senior person on the call, "let me get back to you" costs credibility. But you're holding the context of many relationships at once, and it lives in email threads, notes, documents, and the meeting you had three weeks ago. Most days you walk in having reconstructed it from memory in the elevator.

How Equerry covers the context gap

Equerry is a personal assistant who holds it for you instead. You forward or CC the threads that matter, save a note, dictate a voice memo, or drop in a PDF — and it remembers. Before your next call, reading the timing of your calendar, it assembles a briefing from what you've shared: where things stand, what's open, what was decided last time. Ask it a question and it answers with the source attached. It's the part of an executive assistant's value — knowing where everything is and reminding you before you need it — applied to the context only you can share.

What this looks like day to day

Your dayWhat Equerry does
Back-to-back client callsBriefs you before each one from the context you've shared
"What did they decide last time?"Answers from your notes and threads, citing the source
A reply lands while you're in another meetingPicks it up so your next briefing already reflects it
Confidential client materialSees only the threads you forward or CC — no full-inbox access
Trust in what an assistant remembersEvery fact is visible and deletable on a tap

Memory you can actually trust

For a senior advisor, an assistant that remembers your clients is only useful if you can verify what it knows. Equerry shows you every remembered fact and lets you delete any of it, and shows where an answer came from when it draws on your notes, emails or the web. That's the same reason it suits management consultants. To see the prep in detail, read about AI meeting prep.

Frequently asked questions

Is Equerry an executive assistant alternative?

It's an assistant for the part of the job an EA can't fully cover: holding the context behind every client relationship. Equerry remembers the emails, notes, voice memos, and documents you share, and briefs you before each call with source-backed answers — so you walk in prepared even when no one prepped you.

How is this different from a chatbot I already pay for?

A chatbot answers what you type, then starts the next conversation empty. Equerry sits on the actual context of your work — the threads you forward or CC, the notes and files you save — remembers it, and proactively briefs you before meetings. It's the difference between asking and being handed what you need.

Does it need access to my whole inbox?

No. You forward or CC the threads that matter to your Equerry address. There's no full-inbox OAuth, which is what makes it workable when your email holds confidential material.

Where can I get Equerry?

Available on the App Store, for iPhone and iPad. This page explains how it fits a client-facing executive's day so you can decide whether it's for you.

Last updated 2026-06-10.