Reach + your AI workspace

Keep the conversation
where you feel at home.

Work with Reach in Claude or ChatGPT. Explore the private console with our team. Different ways to prepare something personal, with the same care before anything is sent.

Find your workspace See what you can create

Claude and ChatGPT listings are live. The Reach console and upgraded workflow remain in private preview.

CLIENTGEN REACH · OCTOBER 16, 2026

Start with Reach in your AI workspace.

Use the current Reach connections to prepare postcards, handwritten notes and personal pages with an audience you are authorized to contact. Choose the workspace that fits you.

Now available in the Claude and ChatGPT directories.

View inClaude View inChatGPT

Before installing or connecting Reach, obtain your firm’s compliance approval and complete any required cybersecurity review. Use your firm-approved AI workspace and data.

The new Reach console and upgraded campaign workflow remain in private preview.

Claude connectorLive: Connect your Claude to ClientGen to prepare campaigns and check responses.Community listing · Live October 12, 2026.Open in Claude ↗
Claude pluginLive: Nine guided workflows help you set up your brand and prepare your next campaign.Community listing · v0.3.2 · 9 skills.Open in Claude ↗
OpenAI / ChatGPTLive: Prepare postcards, notes and hosted pages with ClientGen Reach in ChatGPT.ClientGen Reach V1 · v0.3.1 · 9 skills. Listed in ChatGPT. A Reach account and connection are required.Open in ChatGPT ↗

ClientGen account access and sign-in are required for campaign actions. Get help connecting →

YOUR WORKSPACE. YOUR CHOICE.

Start where you
like to work.

Reach connects your request to campaign tools. Choose an AI workspace or the new browser console. Availability differs by option.

CONNECTOR AVAILABLE

Claude

Prepare outreach in the conversation you already use. Add the Reach plugin for guided workflows.

View in Claude

LISTING LIVE

ChatGPT

ClientGen Reach V1 · v0.3.1 · 9 skills. Listed in ChatGPT. A Reach account and connection are required.

Open in ChatGPT

PRIVATE PREVIEW

Reach console

A dedicated web workspace for the brief, creative and review. Preview the new experience with our team.

Preview the console

A PLACE OF ITS OWN

Your campaign starts here, too.

The new Reach console brings the conversation and campaign review into one browser workspace.

Book a console walkthrough

Actual private-preview screen. This is a separate Reach experience from the existing ClientGen prospecting app. Not released for customer use. Public access and pricing will be confirmed before release.

Actual private Reach web console showing its empty start screen — Private preview · select the image to explore

HOW IT FITS TOGETHER

Start with Reach. Add lead generation when you need it.

START WITH REACH

ClientGen Reach

Bring your approved audience and firm brand to prepare outreach. Review the creative, recipients and costs before approving paid execution.

You need: Reach access and an authorized audience
Software: Current Claude connector software is included for ClientGen data subscribers; standalone access is also available.

See the campaign example →Compare current software pricing →

EXPAND WITH LEAD GENERATION

ClientGen Platform

Discover prospects, enrich your contacts and monitor life events. Work in the existing ClientGen app and its Marketing Hub.

You need: A ClientGen platform account
Audience: Explore the database or enrich your own contacts

Explore lead generation →Existing customer? Open the app ↗

A SEPARATE APP COMPANION

Guided app tasks

The App companion guides supported tasks in the existing ClientGen web app through an AI workspace with browser controls.

You need: Your existing app login and compatible AI workspace
Availability: Customer installation and workflow testing are still in progress. Confirm compatibility with our team.

Ask about the App companion →

A Reach connection does not automatically synchronize your ClientGen database or CRM. The Reach console is a separate campaign workspace; it does not replace the prospecting app.

GET CONNECTED

Start with your workspace and your goal.

1. Confirm the right access
Tell us what you want to create and where you want to work. We confirm supported workflows and availability.
2. Bring your audience and brand
Use contacts you are authorized to reach. Confirm your firm’s logo, message and required disclosures.
3. Review before execution
Check the pieces, recipients, permission and separate costs. Complete your firm’s required approvals before anything is ordered.

Keep the conversationwhere you feel at home.