Your client list, one click away.

Search clients, save notes, update workflows, and ask AI from any Chrome tab without interrupting what you are working on.

The Client Workspace Lookup extension is included with eligible paid planner and photographer plans, with no separate login required.

Handle the quick task while you are already there

Search by name or email, view client and partner details, add a private note, update a pipeline stage, complete workflow tasks, or ask the workspace assistant about the selected client.

From thought to client record in seconds

Install the extension, stay signed in to your workspace, and open it from the Chrome toolbar on any browser tab. Changes save directly to the selected client record.

Designed around trust

The extension uses the existing secure workspace session and requests only the access needed for client lookup and user-requested updates. It includes no advertising or behavioral tracking.