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Client Researcher

A macOS desktop application for automating client research using local AI and web search.

Overview

Client Researcher helps you generate comprehensive Desktop Research reports for your clients. It combines:

• Local AI (Ollama) — Privacy-first AI that runs entirely on your Mac
• Web Search (Tavily) — Targeted searches for competitor, sector, and geographic intelligence

Features

• Client Management — Store and organize client information with website and LinkedIn links
• Automated Research — One-click generation of detailed research reports
• Dual Report Versions — Consultant version for internal use, client version for sharing
• Export Options — Download reports as Markdown or professional PDF
• Local-First — All data stored locally in SQLite; no cloud dependencies for your data
• Secure Credentials — API keys encrypted using macOS Keychain

How It Works

1. Add a client with their website and optional LinkedIn profile
2. Click "Generate" to run a Desktop Research report
3. The app scrapes the client's website, searches for competitors and industry trends
4. Ollama synthesizes the findings into structured insights
5. Review, copy, or export as PDF to share with your client

Requirements

• macOS (Apple Silicon or Intel)
• Ollama running locally (for AI text generation)
• Tavily API key (for web search)

Technology

• Electron — Cross-platform desktop framework
• React — User interface
• SQLite — Local data storage
• Vite — Build tooling

License

Copyright © 2026

This application uses open source libraries under permissive licenses (MIT, Apache-2.0, BSD, ISC). A complete list of dependencies and their licenses is included in the distribution as THIRD-PARTY-NOTICES.txt.