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
- Works with
- Teams or your phone system’s recordings, Your practice management system
- Typically gives back
- 3 hours a week
What we set up with you.
Built in your own accounts, with test data first and a demo every week. How we work
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.
Works with
Who approves what.
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.
How we look after your dataThe hours given back.
That’s 3 hours a week, or about 18 working days a year, back for your team.
Each square is a working day. These are typical figures for planning, over 46 working weeks. We measure yours in the audit and agree the target before we build.
More examples.
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
Emailed RFQ to a priced draft quote
Reads each request for quotation as it lands, pulls out the part, quantities, material, finish, tolerances and dates, prices it from your rate card and puts a draft quote in front of your estimator.
9 hours a week, typically
Outlook or Gmail, Your rate card in Excel, Xero, Sage or your ERP
Something like this, for your team?
Tell us how the job works today. We’ll say honestly whether it’s worth automating, and what it would cost.