Add meeting summaries to client records and notes
Add meeting summaries to client records and notes
When meeting notes live outside your CRM, intake and partners miss client context and follow-ups stall. Attach AI summaries to matters so intake can act with context same day.
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Overview
Client meetings generate the context your partners need, but only if that context is visible in the CRM. This flow appends AI meeting summaries to matters and updates contact records so intake coordinators and partners see actionable notes and can follow up the same day.