Why Us?

What is Dossifier?

Executives, salespeople, and senior professionals meet with "new" individuals daily.

Effective meeting preparation requires understanding participant backgrounds (social sites, CRM systems, internal directories and other public sources), but the research process is fragmented, repetitive, unstructured and undocumented.

Our Solution

Dossifier delivers instant, one-click access to detailed contact dossiers—external or internal—right from your calendar invites or emails.

Use it as a standalone web app or supercharge productivity with powerful add-ons for instant dossiers on everyone in your To/CC or invitee list.

Let Dossifier simplify your relationship chaos.

Frustration

Your Meeting Prep Is a Timesink.
You dig through social medias, emails, spreadsheets—only to piece together half the story of who’s attending. This pain is experienced by every participant for every new meeting.

Team Knowledge Is Scattered.
Each person on your team has separate notes or docs. No one knows what the others know. Information is locked in silos.

Titles and Levels Are Confusing.
Is a ‘Director’ at a 10-person startup the same level as a ‘Director’ at a Fortune 500? Sometimes, it's hard to compare apples to apples.

Onboarding New Team Members Feels Like Starting Over.
Junior employees or new hires lose valuable time retracing research you’ve already done.

Dossifier's Solution

One-Click Dossier Creation.
Dossifier’s AI agent auto-extracts participant info from calendars, email invites, and even text snippets—so you walk into every meeting with instant background briefs.

Collaborative Knowledge Base.
Your entire organization contributes to a single, updated contact repository—every note, background detail, and social link is available to your entire organization.

AI Contact Normalization.
Our AI translates ‘VP of Growth’ at a 10-person startup vs. ‘VP of Product’ at a global corporation into standardized seniority levels, so you truly know who’s who.

Organizational Memory.
New hires gain immediate access to the shared contact data bank—nobody has to spend days repeating research or rummaging through old threads.

Dossifier has a benefit for everyone.

Executives & Leaders

Consultants & Large Project Teams

Sales & Business Development

Support Staff

Use Case

Quickly review everyone’s background before high-stakes meetings. No more scrambling for last-minute intelligence.

For large (20, 30+ people) meetings, instantly map out each person’s role and background so you skip time-draining introductions and preserve critical context.

Easily see all prior touchpoints with a client or prospect, track who met them last, and gauge seniority so you can approach the right decision-makers.

For firms intaking X clients every week, quickly determine their validity and experience to match them with the best practitioner.

Benefit

Strategic oversight.
Know who you're meeting with and the stakes at play. Reduce surprises in the boardroom or during key negotiations.

Unified intelligence
Dossifier collaboratively compiles backgrounds on everyone in the room, reducing individual burden, preventing knowledge gaps, and keeping the entire meeting on track.

Faster deal cycles.
No need to chase down who knows whom.

Streamlined prep.
Collate key data in seconds, and give your practitioners confidence in their clients & partners.

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