AI Meetings runs the firm's online discovery calls, workshops and steering meetings with up to 8 people: files shared during the session, then the transcript and summary on the client organization's record. For sessions a client wants unrecorded, regulated mode runs the meeting without any recording, and the engagement lead writes the notes instead.
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You talk. Lisa sets it up.
You“Never record meetings with the restructuring practice; record and summarize all other client sessions.”
Lisa“Done: restructuring meetings now run without recording; every other client session gets a transcript and summary on the record. Should summaries go to the engagement lead?”
Any setting, in any module · applied only on your yes
How Consulting Firms use it
A steering meeting with the client's CFO, COO and two partners ends with a summary of decisions on the engagement record.
A discovery call with three people from the prospect's side leaves a transcript the partner uses to scope the proposal.
A board-level client asks that a sensitive restructuring session not be recorded; the meeting runs in regulated mode.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
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Questions & answers
Yes. AI Meetings writes the transcript and a summary of the session to the client organization's record, with the files shared during the meeting. The engagement lead sees decisions and open points without typing minutes.
Yes. Regulated mode runs the session with no recording at all, for clients or practices whose confidentiality rules require it. You decide per practice or per meeting which mode applies.
Up to 8 people per meeting, which suits a discovery call with a buying committee or a steering meeting with the client's leadership and your engagement team. Larger sessions stay on the tools you already use.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
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