For law firms, consultants & accountants

Client consultations without the commute

Let clients book a consultation in seconds, meet them privately from any device, and leave with a clear summary of advice and next steps.

Start for FreeTalk to sales
  • Client booking page
  • Waiting room
  • Transcripts
  • End-to-end encryption
1 linkfor clients to book a consultation
0downloads for clients
100+caption languages for international clients
300participants per meeting on paid plans

Highlights

Professional meetings, properly documented

Spend your time on advice, not on scheduling and note-taking.

Client intake

Clients book the right slot automatically

Set your consultation length, buffers, minimum notice and booking window. Clashes with your other meetings are hidden, and clients can cancel from their confirmation email.

  • Meeting lengths from 15 minutes to 2 hours
  • Gaps between meetings and minimum notice
  • Optional AI Note Taker on booked meetings
  • Your own time zone and working hours
Confidentiality

Private rooms for privileged conversations

Clients wait until you admit them, and you can lock the meeting. With end-to-end encryption on, recording and AI capture are switched off for the call.

  • Waiting room and meeting lock
  • Optional end-to-end encryption
  • Notes visible only to the organiser
  • Delete recordings and notes at any time
Matter notes

A clear record of advice and next steps

When recording and AI notes are on, you get a full transcript and a summary of the facts, advice and actions, ready to edit and file.

  • Full transcript with speaker names
  • 1:1 and formal minutes templates
  • Ask Companion about any past meeting
  • Download notes or export action items

Everything included

One platform for client work

Book

  • Client booking page
  • Buffers and notice
  • Calendar invites
  • Cancel links for clients

Protect

  • Waiting room
  • Optional end-to-end encryption
  • Meeting passwords
  • Single sign-on

Document

  • Transcripts
  • AI summaries
  • Cloud recording
  • Ask AI across meetings

Present

  • Screen sharing
  • Whiteboard
  • Shared notes
  • File sharing in meetings

Team

  • Users, groups and roles
  • Recurring team meetings
  • Webinars for client seminars
  • Attendance reports

Integrate

  • Outlook and Google add-ins
  • REST API and webhooks
  • Export to CSV
  • Slack and Teams recaps
Before you start

Professional rules about recording client conversations vary. Always tell clients before recording or using AI notes, and check our Trust & security page for how data is stored.

Solutions

Explore more solutions

Financial servicesPrivate client reviews with formal minutes.SalesBooked demos with AI notes and next steps.BusinessClient calls, stand-ups and webinars.Customer successOnboarding, support calls and QBRs.

Make every consultation count

Start free today. Upgrade for booking pages, transcripts and AI summaries.

Start for FreeRequest a demo