Handover Client Intelligence™
Your MSP Has a Memory Problem. Here's the Fix.
Every time an engineer or account manager leaves, they take years of client knowledge with them. Handover Client Intelligence™ remembers every client relationship — every report, every risk, every commitment — so your MSP never loses that context again.
The problem
What MSPs lose every single week
The account manager who just left
They knew which stakeholder to call, what was promised in the last QBR, and which risks were quietly building. That knowledge walked out the door with them.
The client meeting you weren't ready for
45 minutes of scrambling through PSA notes, old emails, and spreadsheets to remember what happened last quarter. A professional briefing should take 60 seconds.
The risk that became an incident
It was flagged three reports ago. Then twice more. But nobody connected the pattern — because that history was buried in separate ticket notes nobody reads.
How it works
Handover Client Intelligence™ builds automatically
Every report Handover generates adds to a growing picture of each client relationship. No manual data entry. No configuration. It compounds in the background while you work.
01
Account history — automatic
Every report, every QBR, every risk logged is stored against the client. View the full history of any relationship in a single view — going back to day one.
02
Account intelligence summaries
Click any client and Handover generates an AI account briefing — relationship health RAG, account narrative, recurring issues, key achievements, open risks, and QBR talking points. Ready in under 30 seconds.
03
What needs my attention?
One click surfaces everything that needs action across your entire portfolio — overdue reports, escalating risks, deteriorating relationships. Prioritised by severity. Specific and actionable.
04
What changed since last report?
After every generation, Handover compares the new report to the previous one and shows exactly what was resolved, what is new, and what is still ongoing — in three columns, instantly.
05
QBR generation from history
Generate a complete QBR pack from accumulated account history — not just this week's tickets. Executive summary, relationship health, strategic priorities, and talking points informed by months of real delivery data.
06
Proactive portfolio alerts
Weekly digest emails surface what needs attention before your clients feel it. No logging in required — Handover tells you what to act on, when it matters.
How it compares
The only MSP platform with genuine account memory
| Capability | Handover CI™ | BrightGauge | PSA native |
|---|---|---|---|
| Accumulates client history automatically | ✓ | — | — |
| AI account summaries from history | ✓ | — | — |
| Relationship health scoring | ✓ | — | — |
| Recurring issue detection | ✓ | — | — |
| What changed since last report | ✓ | — | — |
| Portfolio attention queue | ✓ | — | — |
| QBR from accumulated history | ✓ | — | — |
| Live KPI dashboards | Planned | ✓ | Partial |
| PSA integration | ✓ | ✓ | Native |
Frequently asked questions
What is Handover Client Intelligence™?
Handover Client Intelligence™ is an AI account memory system built into Handover. Every report you generate is stored and analysed, building a continuously updated picture of each client relationship. It surfaces recurring issues, generates account summaries, scores relationship health, and tells you what needs attention — without you having to ask.
How is this different from a CRM?
A CRM stores what you manually enter. Handover Client Intelligence™ builds automatically from your PSA data and generated reports — no manual input. It also analyses patterns and surfaces insights rather than just storing records.
How long until Client Intelligence becomes useful?
Account summaries are available after 2 reports per client. Pattern detection and trend analysis become meaningful after 4-6 reports. The longer you use Handover, the deeper the intelligence becomes.
Is Client Intelligence available on all plans?
Handover Client Intelligence™ is available on Growth (£99/month) and Enterprise plans. Starter plan users can upgrade at any time.
What PSAs does it work with?
Handover Client Intelligence™ works with HaloPSA and ConnectWise Manage. HaloITSM support is coming soon.
Start building account memory today
Every week you wait is a week of client history you're not capturing. Handover Client Intelligence™ is available on Growth and Enterprise. 14-day free trial on every plan.