Learning Centre

What is Consultation Kelly?

Consultation Kelly turns recorded conversations into structured records: summaries, decisions, actions and risks, plus finished documents.

Product Principles

The six ideas that explain why Consultation Kelly behaves the way it does.

Understanding the client-centric model

Why every record in the platform belongs to a client.

Understanding Clients

What a client record holds and how it is used.

Understanding Engagements

An engagement is one conversation, with everything produced from it.

Understanding Actions

Actions are the commitments extracted from a conversation, tracked by people.

Understanding Risks

Risks capture concerns, uncertainties and missing information.

Understanding AI Outputs

What the analysis produces, and how much to trust it.

Understanding Document Generation

How Consultation Kelly chooses a template and brand, handles missing data and falls back safely.

Privacy and data handling

The current safeguards around consent, access, recordings and AI-assisted records.