Agents help Consultants keep client visits and project work on track.
File client session decisions with the original audio.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Save client discussion and agreed next steps after each call.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
File client workshop decisions and next steps in the team's notes library.
Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.
Capture client decisions and next steps from recorded discussions.
Get meeting notes your team can search and share, with clear decisions, follow-ups, and a link back to the recording.