Consultation Kelly
Client Engagement Intelligence

Consultation
Kelly

Transform conversations into actionable insights.

Every client gets a workspace: full engagement history, the actions still open, the risks worth watching, and every AI output in one place.

Client workspace
Processed

Engagement history

Every conversation, newest first

Open actions

Owner, due date and status tracked

Risks

Concerns and information gaps, rated

AI outputs

Summaries and insights per engagement

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Engagements processed

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Avg processing time

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Summaries generated

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Actions surfaced

The client workspace

Conversations are only useful if the follow-through happens. Every client has a single workspace where the record and the work live side by side.

Open the dashboard

Engagement history

Every conversation for the client, newest first, with its Engagement ID and full result.

Open actions

Recommended actions rolled up across engagements, with owner, due date and status.

Risks

Concerns and information gaps promoted into a register you can rate and close off.

Documents

Contracts, correspondence and exports for the client. Coming soon.

AI outputs

Summaries, needs, preferences, decision factors and completeness scores per engagement.

From recording to recommendation

Three steps, no manual note-taking.

Step 1

Capture the conversation

Upload an audio recording (MP3, WAV, M4A) or an existing transcript in TXT, DOCX or PDF.

Step 2

AI does the heavy lifting

Speech-to-text, speaker labelling for practitioner and client, then structured extraction validated against a strict schema.

Step 3

Work it in the client workspace

Actions and risks flow into the client's registers where they get an owner, a due date and a status until they are closed.

Run the demo in one click

Open a fully processed audiology engagement — labelled transcript, summary, six insight categories, recommended actions and completeness assessment.

Ready to try your own recording?

Audio up to two hours, or bring an existing transcript.