Client meeting notes that lock in what was agreed.
Capture requirements, scope, fees and next steps from every client conversation — so nothing agreed verbally gets disputed later. Share it with the client by link; they don’t need an account.
The record your client relationship needs.
Client & context
Who attended, the client’s business and the purpose of the meeting.
Requirements
What the client asked for, in their own priorities.
Scope & exclusions
What is in scope — and, just as important, what is not.
Fees & milestones
Commercial terms and deadlines, itemised with no ambiguity.
Open questions
Anything left undecided, so it gets followed up.
Next steps
Tasks with owners and dates on both sides.
People talk. Intexting writes it properly.
“See, payroll we’ll keep with our internal team only, you just do GST and the audit part. Fees whatever we discussed is fine, send the letter and we’ll sign and pay the first month.”
Scope: GST filings and audit support. Exclusion: payroll remains with the client’s internal team. Fees: retainer as discussed; first payment on signing of the engagement letter.
Ready to send, the way you send it.
Export anywhere
Word, PDF, Excel or plain text — or a secure link your client opens without signing up.
Any language in or out
Meet in the client's language — send the notes in English or any of 135+ languages.
Your own template
Need your firm's letterhead headings? Send us your format and we'll build it in.
Who writes these with Intexting.
After the session, send it as an official email.
Share on WhatsApp for speed, and email for the record. Send the finished notes to one or many clients in one tap. It looks professional, adds value to what they pay you, and keeps everyone accountable to what was agreed.
Add as many email addresses as you need, in To and Cc: the client, their family, partners or your own team.
Your name and reply-to address on every email, so replies come straight back to you.
A short summary in the email, the full document attached as PDF or Word, and a secure link with the audio.
Every email is logged with recipients, date and time, so there is never a doubt about what was shared.
“Why not just use free ChatGPT, Claude or Gemini?”
Free AI chatbots are brilliant for answering questions. But they were not built to sit in your meeting, listen for an hour and hand you the paperwork. Here is the same job done both ways.
Times are typical estimates for a one-hour meeting and will vary with the meeting and the person.
| What your work needs | Intexting | Free ChatGPT, Claude, Gemini |
|---|---|---|
| Accuracy on long, mixed-language meetings | ✓ Built and tuned for it — highest in our open accuracy test | General-purpose; long audio gets summarised loosely and details are missed |
| Record a 1–3 hour meeting in the room | ✓ Yes — phone or browser, with noise filtering | Not designed for it; voice mode is for talking to the AI |
| Handle long, large files | ✓ Audio up to 1 GB, PDFs & images up to 50 MB — processed in full | Upload limits; long audio is often cut or refused |
| Automatic summary | ✓ Created with every document | Only if you ask — every single time |
| Ask questions about your meeting | ✓ Chat with your document — answers come only from your recording | Paste the text in again; answers can drift beyond what was said |
| Know who said what | ✓ Automatic speaker identification | Usually one block of text |
| Same professional format every time | ✓ 7 ready document formats | You write and re-write the prompt each time |
| Check any line against the audio | ✓ Every sentence links to the recording | No link back to what was said |
| Word, PDF & Excel | ✓ One click, properly formatted | Copy, paste and re-format by hand |
| Keep records | ✓ Every recording, document, summary and chat saved and searchable | Mixed into your general chat history |
| Share with a client | ✓ Secure link or official email to many recipients — no login needed | Send screenshots or paste text |
| Your data and AI training | ✓ Never used to train AI | Free plans may use chats to improve models unless you opt out |
| Cost | ✓ Free 30 min/month · from $5 | Free, but it costs your time |
AI chatbots change often; this describes their free consumer plans in general, not every feature of every version.
Tuned for accents and mixed-language speech, and every line links back to the audio.
Full multi-hour recordings, plus PDFs and images up to 50 MB. Bigger on Enterprise.
Key points and action items on top — without asking.
“What did the client agree on price?” — answered from your recording only.
Send a link or email it to everyone at once. They read the document and play the audio in any browser.
Every recording, document, summary and chat kept and searchable.
Advisors who send minutes the same day.
“Our partners used to spend 45 minutes after every client meeting writing minutes and scope notes. With Intexting, we record the discussion directly from the browser, and client-ready minutes are generated within 2 minutes.”
“Engagement letters and deliverables used to get delayed by days. Recording initial scoping calls gives us structured deliverables and fee schedules instantly.”
“Audit reviews with multi-party attendance are captured with full speaker separation. Zero ambiguity about who committed to what.”
Every review on this page comes from a real, verified customer — shared with their permission.
Client Meeting Notes questions.
Can my client read the notes without signing up?
Yes. Send a secure link — your client can read the notes and play the audio in any browser.
Will it pick up fees and dates correctly?
Numbers, amounts and dates are written exactly as spoken, and every line links to the audio so you can verify it.
Can I turn the notes into a proposal?
Yes. Use the AI rewrite tool to draft a proposal or engagement letter from the same meeting.
Is client information kept confidential?
Recordings are encrypted, never used to train AI, and deleted permanently when you remove them.
End scope disputes before they start.
Record or upload, pick Client Meeting Notes, and it's written. 30 free minutes every month.