Call recording to file note and actions
Turns a recorded client call or meeting into a file note in your house style, with decisions and actions, ready to file against the client.
- For
- Professional services
- Takes over
- File notes
- Typically saves
- 3 hours a week
Connects to
Teams or your phone system’s recordings
Your practice management system
How it works
Picks up the recording when the call ends.
Writes a file note in your house style: who, what was discussed, what was decided.
Lists actions with owners and dates.
Files the draft against the right client for the adviser to check.
Where a person checks
The adviser reads and approves every note before it’s filed.
Where the data stays
Recordings stay in your Microsoft 365 tenancy. Nothing is kept by the AI provider.
Hours saved are typical figures for planning. We measure yours in the audit and agree the target before we build.
More for professional services
New client pack to a checked onboarding record
Reads a new client’s email and documents, checks ID and proof of address, pulls out their details and prepares the record and engagement letter for a partner to approve.
5 hours a week, typically
Outlook, IRIS, CCH, Xero Practice Manager or similar, Your e-signature tool
Private assistant over your own precedents
A private assistant that answers questions only from your firm’s own precedents, templates and guidance, and shows which document each answer came from.
4 hours a week, typically
SharePoint or Google Drive, A private AI workspace in your tenancy
Start with a free check, or talk it through.
Ten questions give you a score and your top three opportunities. Or book 30 minutes with the person who would build it.