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Own

Your clients and your files.Your accounts in your name.

Your clients, notes and files are yours. The accounts behind them stay in your name, and you can take everything with you any time.

  • Every client, offer and invoice ready to export
  • Phone numbers, email and Stripe in your name
  • Notes you can read without Volant
Join the waitlistSee how it works
Your agencyExample

What's yours

  • Clients, offers and invoicesExport as ordinary filesYours
  • Business notes and brand guidancePlain text filesYours
  • Phone numbers, email, StripeAccounts in your nameYours

Take all of it with you whenever you like.

Before you commit

The last tool made leavingcost more than staying.

You've exported a spreadsheet that lost half its columns. Before you put a client into anything new, you want to know how you'd get them out.

  • Whose name is on the domain?

    You registered the dentist's domain in a hurry, through another tool's account. Moving it now means a support ticket and a lot of waiting.

  • What's in this export?

    Years of client notes come out as a pile of files nobody can make sense of.

  • What happens if you stop paying?

    The pricing page is clear about the monthly plan and says nothing about your clients after the last payment.

Fair questions for any tool. This page answers them before you trust Volant with a client.

Skip to the straight answers

How it works

What's yours,and how you take it with you.

Notes in plain files, accounts in your name, and an export you can open without Volant.

Step 1

Notes you can openin any text editor.

Your business notes and brand guidance are plain text files, so they make sense to you, to your agent and to any editor, with or without Volant.

  • Readable without Volant
  • Your agent reads the same files
NotesExample

Your agency's notes

  • Brand guidancebrand-guidance.mdText
  • A corner bakeryclients/corner-bakery.mdText
  • How you write offersplaybooks/offers.mdText

Open them in any text editor you like.

Step 2

Your accounts,on your bills.

Your phone numbers, chat bots, email, domains, calendars and Stripe stay in your name, and so do their bills. The one exception is the receptionist and website chat, which run on Volant's own account, so you don't need to sign up with a provider yourself.

  • You connect them, you keep them
  • One exception, told up front

Step 3

Leave any time,with ordinary files.

Export your clients and files any time, as ordinary files you can open without Volant.

  • Data files, text notes and your own files
  • A read-me file that explains what's inside

What is included

What else stays yours.

Including after you stop paying.

  • If you stop paying

    Stop paying and you can still open your clients, notes and files, and export them as ordinary files.

  • Fields you add

    Ask your agent for a field, list or view you need. You check it before it's turned on, and it's saved with the rest of your client details.

  • A client portal

    A portal with your agency's name on it, where clients see the work you choose to share.

Straight answers

What you'll want to know before you move in.

Who pays for my agent's work?
You do. Your agent runs on your own AI account, and that provider bills you for it directly.
Is my history stuck in one chat with my agent?
No. Volant connects to Claude Code, and your history is saved in Volant, not in one chat with your agent.
Does Volant copy my agent's logins?
No. Your agent's logins, cookies and passwords stay with your agent. Volant never takes a copy.
Does it run on Windows?
Yes. Volant runs on macOS and Windows.

Start here

Start with one clientyou'd want to keep.

Add one client, export them, and open the files before you add a second.

For Mac and Windows. Works with Claude Code.

Join the waitlist