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.
File client decisions and agreed actions from recorded meetings.
Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.
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.
Save client discussion notes under the scheduled meeting.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.