More time for clients
Lawyers stay present during intakes, case reviews and client calls instead of reconstructing the conversation afterwards.
Use cases
One way of documenting meetings, tailored per team
A sales call needs a different summary than a legal intake, a patient consultation or a portfolio review. Meetwise keeps the workflow identical and changes the format, the terminology and the system the outcome is written to. Below is what that looks like per team.
Legal
Every client conversation, on the record.
The problem
Partners and associates lose hours every week turning intakes, client calls and matter reviews into written notes. That time is not billable, and it is spent on attention that should have stayed with the client in the room.
How Meetwise handles it
Meetwise gives legal teams a dependable record of client conversations without asking lawyers to divide their attention between the client and their notes. The write-up is faster, the matter file is clearer, and an important commitment is far less likely to disappear after the meeting.
6 hrs
saved per fee-earner / week
What it delivers
A stronger matter record
Names, legal terminology, decisions, risks and next actions are brought together in one consistent record for review.
Faster follow-up
The team starts from a drafted summary and action list, so the matter is updated while the conversation is still fresh.
Where teams use it
- New-client and matter intakes
- Client advice and progress calls
- Internal case and transaction reviews
- Witness, expert and stakeholder conversations
What improves
- Less non-billable write-up time
- Consistent notes across fee-earners
- Clear ownership of deadlines and actions
- A searchable history of client decisions
Systems in this sector
Reviewed outputs go to legal practice and document systems such as Clio, iManage and NetDocuments, with a human approval step before anything leaves Meetwise.
Finance & Advisory
Advice you can evidence.
The problem
Regulators expect a clear trail of what was discussed, what was advised and why. Capturing that by hand is slow, and the reasoning behind a recommendation is the first thing to go missing.
How Meetwise handles it
Meetwise turns client reviews, investment discussions and portfolio meetings into an evidence-ready record. Advisers stay focused on the client while the rationale, decisions, disclosures and follow-up are captured in a repeatable format.
100%
of reviews evidenced
What it delivers
Advice you can explain
The record connects what the client said, what was recommended and why, which makes a later review far easier.
Consistent client files
Every adviser starts from the same structure for goals, risks, decisions, disclosures and next actions.
Portfolio follow-through
Actions from investment committees and portfolio-company meetings are assigned, tracked and revisited before the next meeting.
Where teams use it
- Annual and periodic client reviews
- Investment committee meetings
- Portfolio-company board and operating reviews
- Due diligence and transaction conversations
What improves
- A clearer advice and decision trail
- Faster preparation of client records
- Tasks tracked by client or portfolio company
- Better continuity between recurring reviews
Systems in this sector
Reviewed outcomes are prepared for Microsoft 365, Dynamics 365, Salesforce and specialist advisory or portfolio workflows. The final approval stays with the adviser.
Sales
Every deal updated, automatically.
The problem
Between back-to-back calls, the details that win deals slip away. Reps either spend their evenings updating the CRM, or the pipeline drifts out of date and the forecast suffers.
How Meetwise handles it
Meetwise turns discovery calls, demos and account reviews into useful CRM information while the rep moves on to the next conversation. Customer needs, objections, buying signals and promises become a clear deal update instead of staying in a notebook.
100%
of calls logged to the deal
What it delivers
A CRM that reflects reality
Every reviewed call updates the opportunity with the context managers and colleagues actually need.
No forgotten promises
Next steps, owners and deadlines are pulled from the conversation and prepared as follow-up tasks.
Better account continuity
Anyone joining the deal can see what the customer cares about, what was agreed and what should happen next.
Where teams use it
- Discovery and qualification calls
- Product demos and proposal reviews
- Account and renewal meetings
- Partner and channel conversations
What improves
- More complete opportunity records
- Faster and more personal follow-up
- Clear next-step ownership
- Less evening CRM administration
Systems in this sector
Reviewed outcomes go to HubSpot, Salesforce, Dynamics 365, Pipedrive and Microsoft or Google follow-up workflows.
Healthcare
Less documentation, more patient care.
The problem
Clinicians did not train for paperwork, yet documentation takes up to two hours of a working day. That is time away from patients and one of the biggest drivers of burnout across care teams.
How Meetwise handles it
Meetwise lets care professionals spend more of the consultation looking at the patient and less of it looking at a keyboard. It prepares a structured consultation draft that the professional reads through before it becomes part of the patient workflow.
2 hrs
documentation saved / day
What it delivers
More attention for the patient
The professional listens and asks follow-up questions while Meetwise captures the content of the consultation.
A consistent consultation draft
Symptoms, context, observations, decisions and follow-up are organised in a familiar clinical structure.
Less work after the clinic
A reviewed draft shortens the time needed to finish documentation between consultations or at the end of the day.
Where teams use it
- Patient consultations
- Multidisciplinary team discussions
- Telephone consultations
- Care-plan and transfer conversations
What improves
- More patient-facing attention
- More consistent documentation
- Clearer follow-up responsibilities
- Less administrative time after consultations
Systems in this sector
Notes are written into EHR and EPD workflows such as Intramed, Visma and Nedap Ons. The clinician always reads the draft before it becomes part of the patient record.
Consulting
From workshop to deliverable in minutes.
The problem
Consulting runs on what is said in the room: requirements, decisions, the offhand remark that changes scope. When that lives in scattered notebooks, alignment slips and rework creeps in.
How Meetwise handles it
Meetwise gives consulting teams a shared record of what the client asked for, what the room decided and what the delivery team now needs to do. It closes the gap between a workshop and the work that follows.
3×
faster write-ups
What it delivers
Requirements stay connected
Client needs, decisions, dependencies and scope changes are captured together instead of spread across personal notebooks.
Faster team alignment
A structured summary and mindmap let the delivery team understand the conversation without attending every meeting.
A reusable engagement memory
Teams search earlier meetings and trace why a decision was made as the engagement develops.
Where teams use it
- Discovery and requirements workshops
- Steering committees
- Project and programme reviews
- Stakeholder interviews
What improves
- Faster workshop write-ups
- Fewer missed requirements
- Clear decisions and action owners
- Better handover between consulting and delivery
Systems in this sector
Reviewed outputs are routed to Microsoft 365, Notion, Jira, Confluence and the CRM, PSA or project workflow the engagement already uses.
Recruitment
Fairer, faster hiring decisions.
The problem
When every interviewer writes up candidates differently, or not at all, comparisons get subjective, decisions slow down and strong candidates slip away.
How Meetwise handles it
Meetwise creates a consistent record of candidate and client conversations. Every interviewer starts from the same structure, while the hiring decision stays firmly with people.
40%
faster time-to-decision
What it delivers
Comparable interview notes
Role-relevant answers, evidence and open questions are captured in the same format across interviewers.
Faster hiring-team decisions
The team reviews one clear candidate record instead of waiting for separate notes to arrive.
Better candidate follow-up
Agreed next steps and communication tasks are clear immediately after the conversation.
Where teams use it
- Hiring-manager role intakes
- Candidate screening calls
- Structured interviews
- Agency client and shortlist reviews
What improves
- More consistent candidate evidence
- Faster shortlist and hiring decisions
- Less interviewer administration
- Clearer candidate communication
Systems in this sector
Reviewed notes go to ATS and CRM workflows such as Workday, Greenhouse, Bullhorn and Recruitee. Meetwise supports the process; it does not score or select candidates.
Which team should we start with?
In twenty minutes we walk through one real meeting from your own team: recording, summary, action items and the system it lands in.