Meeting capture and action items
The principal who took the meeting is the only one who knows what was actually agreed. Minutes get written by an associate who wasn't deciding, or they don't get written at all. Decisions get re-litigated next week. Action items live in someone's inbox until they don't.
Records the call, identifies who agreed to what, drafts the recap email and action items for the principal to approve. Action items push into your project tracker. The principal hits send instead of writing.
Buy. Granola, Fathom, Fireflies, and Otter are all mature. Teams and Zoom have it built in. The recording, transcription, recap, and integrations into HubSpot, Slack, and Notion are settled buys. At firm scale, a thin custom layer on top routes action items by call type and links them to the right project. That layer is a small build, not a separate product.
~3-5 hrs / week per principal
