Meeting notes lived in inboxes and personal drives. There was no structured record of what was discussed, decided, or promised across client engagements.
160–240 hours/year recovered. Full client history searchable instantly.
A consulting practice was losing institutional memory after every client meeting. Notes were unstructured, scattered across tools, and impossible to search. Preparing for follow-up calls meant re-reading old emails. There was no way to quickly surface what was agreed in a previous session.
Automated meeting pipeline: recordings are transcribed, structured by Claude into decisions, action items, and context, then pushed to a searchable knowledge base linked to each client record. Every meeting becomes a structured, retrievable asset.
| Metric | Before | After |
|---|---|---|
| Hours recovered annually | — | 160–240 hrs |
| Meeting prep time | Full re-read of past emails | Reduced by ~70% |
| Client history | Scattered, unsearchable | Fully searchable, structured, linked |
| Knowledge loss on handoff | High | Eliminated |
160–240 hours recovered annually
Meeting prep time reduced by ~70%
Full client history searchable, structured, linked
Knowledge loss on handoff eliminated
No pitch. No pressure. Just a practical conversation about where automation can move the needle for you.