Scope, decisions and commitments captured per client - so when someone asks “when did we agree that?”, you have the answer and the timestamp.
Most disputes are not bad faith - they are two people remembering a call differently. Keep the call.
Every client call produces a summary and an explicit list of decisions, each tied to the moment it was made. That is the artefact you need when scope drifts three months in.
Share a single meeting by link with the scope you choose - notes only, notes plus transcript, or everything including the recording. Revoke it whenever you like. Clients never see anything else you have recorded.
How sharing works →The recap lands in your inbox minutes after the call, with action items and owners already separated out. Export to Word or Markdown and send it on.
Capture the full scope conversation while it is still fresh and unambiguous.
Evidence of what was agreed, and when - without trawling an hour of video.
Recap out the same day, with owners and dates already extracted.
Yes. Organise meetings into folders per client or engagement, and share an individual meeting with a client without giving them access to anything else in your workspace.
Yes. Every meeting can be shared as a link with a scope you choose - notes only, notes plus transcript, or everything including the recording. Links can be revoked at any time.
That is one of the strongest use cases. Decisions are extracted per call with the exact moment they were agreed, so 'we never agreed to that' becomes a search rather than an argument.
Connect a calendar and your next meeting writes itself up.