How to use context files for client updates

Context files help ClientCadence draft a more specific update when rough notes need a little extra background. Pro and Agency users can upload a small text-based PDF, TXT, or Markdown file for the current draft generation.

This is not a document library, file backup system, OCR workflow, or document management feature. The file is used as draft context, not as an attachment or permanent workspace file.

• A client brief has details you want reflected in an update.
• A meeting note has decisions, blockers, or next steps.
• A project note has context that would make the draft less generic.
• A short Markdown summary already captures project background.

• PDF, TXT, and Markdown are supported.
• Pro supports 1 context file per draft, up to 2 MB.
• Agency supports up to 3 context files per draft, up to 5 MB each.
• Images, screenshots, DOCX, CSV, XLSX, ZIP files, HTML, and remote file URLs are not supported.

ClientCadence extracts readable text from text-based PDFs. Scanned PDFs, image-only PDFs, screenshots, and OCR are not supported yet. If the PDF has no readable text layer, upload a TXT or Markdown summary instead.

ClientCadence extracts readable text server-side and uses a bounded portion of that text for the current draft. It does not store the original file as a workspace attachment by default.

If the draft is saved to History, ClientCadence may save limited file metadata such as sanitized filename, file type, size, extracted character count, and that a context file was used. It does not save the original file or full extracted text to History by default.

Do not upload passwords, API keys, payment details, government IDs, health records, bank details, regulated legal, tax, financial, medical, security, or highly sensitive client records.

You are responsible for making sure you have permission to upload and process any file content you provide.

Uploaded context silently helps the draft become more specific. The final message should not say that ClientCadence reviewed a file unless you explicitly ask for that wording.

Review the final draft before copying, sending through Gmail, or posting to Slack. Context files can improve the draft, but they do not make generated output guaranteed or professional advice.

Context files are available on Pro and Agency plans. See pricing for current plan limits.