Step one

Book a call

Bring the document your team rebuilds every cycle.

Step two

Free training hour

Claude set up on each person's own work, on your own systems.

Step three

Audit

A written list of what repeats and what it costs you now.

Step four

Build on your template

Your file, your systems, every figure checked before it reaches a client.

Step five

Hours back, every cycle

Ten hours became twenty minutes. An hour per client became ten.

Where most ai meeting notes stop

An ai note taking app gives you a transcript in its own application. Useful in the moment, and forgotten by Thursday, because the client record is somewhere else and somebody has to copy the summary across.

Note taking ai that ends in a separate tool creates a second place to look. The point of client notes software is that there is only one.

How the meeting notes ai works

Before the meeting, the briefing is built. Company, contacts, history and open items, from your records and live research.
During it, the notes are captured. From your recorder, or from the transcript.
After it, the summary is written. What was said, what was decided, what happens next.
It goes to the right record. Matched to the client and the matter.
A person approves. Nothing is filed that somebody has not read.

What makes it different

The briefing matters more than the notes

Filing a summary saves admin. Walking in prepared wins the meeting, and the same pipeline does both.

It writes where the work lives

Recruiterflow, Salesforce, Notion, or whichever system holds the record.

It does not invent

Anything it cannot confirm is flagged rather than written in.

Where it runs today

An executive search firm

The briefing before each client meeting used to take two hours of reading. It now runs from one request in about a minute, with the company overview, the people and the history in one place.

What you get

A prepared consultant at every meeting.
A client record that stays current without chasing.
One place to look rather than a transcript app nobody opens.
Less admin after every call.

What it connects to

Recruiterflow, Salesforce, Notion, HubSpot, Granola and other recorders, Outlook and Google Calendar.

Questions

Which recorder do we need?
Whichever you already use. The notes matter, not the tool that made them.
Can it write into our CRM?
Yes, where the system allows it. We check the write access before quoting.
Who approves the note?
A person, before anything is filed.

An ai note taking app that files to the client record