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
Keep your attention on the client while Meetwise captures the conversation. Meeting summaries, commitments and action items are added to the right case file.
6 hrs
saved per fee-earner / week
Specialisms within legal
For law firms, in-house legal and notary practices
Choose the legal workflow that fits your matters, clients and internal decision-making.
Law firmsFrom client intake and matter review to advice, case strategy and billable follow-through.Explore the industry pageIn-house legalFor contract reviews, internal advice, investigations and decision-making with the business.Explore the industry pageNotary practicesFor client meetings, transactions, family matters and handovers that require disciplined records.Explore the industry page
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.
Financial services
From deal conversation to investment intelligence.
The problem
Deal and investment teams hold dozens of conversations where risks, commercial signals, decisions and commitments emerge. Without a consistent meeting layer, those insights disappear into personal notes, inboxes and fragmented CRM updates.
How Meetwise handles it
From client conversations to investment meetings, Meetwise captures decisions, risks and next steps and adds them to your business systems.
100%
of recorded investment meetings in one consistent structure
Specialisms within financial services
For private equity, M&A and family offices
Each specialism has its own deal and decision rhythm. Choose the page that best fits your meetings, intelligence and automation.
Private equityFrom management presentation and diligence to investment committee and portfolio review.Explore the industry pageM&A and corporate financeFor origination, management meetings, due diligence, negotiations and deal-team updates.Explore the industry pageFamily officesFor investment committees, manager selection, family governance and external-adviser conversations.Explore the industry page
What it delivers
Investment intelligence
What management, advisers and deal teams say is connected to the deal, investment or organization it belongs to.
Automated deal updates
Risks, decisions, commitments and next steps update the deal or portfolio memory immediately.
Continuity between meetings
Every next meeting starts with the open questions, earlier decisions and actions that matter for that deal or investment.
Where teams use it
- Management presentations and due diligence
- Investment committees and deal-team updates
- Negotiations and closing meetings
- Portfolio reviews, manager meetings and family governance
What improves
- A complete and searchable deal memory
- Faster follow-up on risks and open questions
- Clear owners for every commitment
- Automatic preparation for the next meeting
Systems in this sector
Meetwise moves meeting intelligence into DealCloud, Dynamo, eFront, Intapp, Salesforce, Dynamics 365 and Microsoft workflows while keeping companies, deals, investments and participants connected to the same context.
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 captures customer needs, commitments and buying signals from every conversation and updates your CRM. Every deal stays up to date.
100%
of calls logged to the deal
Specialisms within sales
For B2B sales, account management and customer success
Choose the commercial workflow that fits your deals, customers and growth model.
B2B salesFrom discovery and demo to negotiation and close with a CRM that updates itself.Explore the industry pageAccount managementFor customer reviews, stakeholder management, commercial commitments and multi-year expansion.Explore the industry pageCustomer successFrom onboarding and adoption to risk escalation, value review and renewal.Explore the industry page
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
Give patients your full attention while Meetwise captures the consultation. Summaries, commitments and next steps are added to the patient record.
2 hrs
documentation saved / day
Specialisms within healthcare
For mental healthcare, primary care and medical advisory
Choose the care workflow where Meetwise supports documentation with professional oversight.
Mental healthcareFor intakes, treatment conversations and multidisciplinary reviews with professional oversight.Explore the industry pagePrimary careFor consultations, triage, chronic care and handover with less administrative time.Explore the industry pageMedical advisoryFor expert conversations, second opinions, case reviews and preparation of medical decisions.Explore the industry page
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 captures client conversations and workshops and turns commitments into clear actions. Everyone knows what needs to happen next.
3×
faster write-ups
Specialisms within consulting
For management consulting, financial advisory and IT consulting
Choose the advisory workflow that fits your projects, clients and deliverables.
Management consultingFor stakeholder interviews, workshops, steering committees and transformations with one project memory.Explore the industry pageFinancial advisoryFor advice conversations, reviews and compliance records around financial choices.Explore the industry pageIT consultingFor discovery, requirements, architecture decisions and implementation with less context loss.Explore the industry page
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 captures candidate and client conversations in a clear, consistent format. Summaries, assessments and next steps are added to the right record.
40%
faster time-to-decision
Specialisms within recruitment
For recruitment agencies, executive search and internal talent acquisition
Choose the recruitment workflow that fits your candidates, clients and hiring teams.
Recruitment agenciesFrom role intake and screening to shortlist, client update and candidate follow-up.Explore the industry pageExecutive searchFor search intakes, executive interviews, references and shortlist reviews.Explore the industry pageInternal talent acquisitionFor hiring intakes, interviews, debriefs and candidate communication within one organization.Explore the industry page
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.