End to End Meeting Management Platform


AI Notetaker for Virtual Meetings

  • Automatically Joins Calls on Your Calendar, or…
  • Manually Invite
  • AI Meeting Summaries
  • Automatic Task Assignments
  • Automatically Send to Assistants
  • Generate Follow-up Emails to Clients
  • View Full Transcript and Video
  • Works with Zoom, MS Teams, Google Meet, GoToMeeting, and WebEx

AI Notetaker for In-Person Meetings

  • One Button Click to Record, or…
  • Upload Audio File Option
  • View/Share Summaries and Action Items
  • View Transcripts
  • Generate Follow-up email to Clients

Sharing with Clients & Colleagues

  • Summaries Sent to Your CRM
  • Create Tasks and Assignments in Your CRM
  • Instantly Share with Internal Users
  • Share with Clients
  • Password Protected
  • Auto Expire Links

Enterprise Grade

  • Brand AI Notetaker with Your Brand
  • Choose to email Full Summary or just Links
  • Various Data Retention Options to suit Compliance
  • Sync to Your System of Record
  • No AI Training on Your Data

Secure & Compliant


Integrate with Everything

  • We Integrate with All the Systems you Use Daily
  • Salesforce, Hubspot, Redtail, Wealthbox, Pipedrive, PreciseFP, …
  • Google, Microsoft Outlook, Exchange, Redtail…
  • Zoom, Microsoft Teams, Webex, GoToMeeting…
  • Stripe, Square…
  • Smarsh, Global Relay, Veritas…
  • and many more…

We’re a Partner, Not Just a Provider