CRM

Meeting notes in, structured records out.

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⬇ Export Excel

Capture anything

Paste a meeting note, a conference, a deadline, a reminder — or attach a document, spreadsheet, or image. It runs through the same extraction: meetings go to the review queue, standalone items become reference notes.

CRM
Ask about a contact or firm. Answers come only from the CRM’s records.

Name the person for a focused, single-contact answer. Questions without a name search across all contacts.