Meeting notes lived in inboxes and personal drives. There was no structured record of what was discussed, decided, or promised across client engagements.

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 AI 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.