Roadmap
Phase 1 is built and running today — an organisation-aware dashboard, a client workspace per relationship, searchable engagement history, tracked actions and risks, a validated template library driving branded Word and PDF exports, and structured AI outputs from recordings or transcripts, all isolated per organisation. Phase 1.5 adds production hardening and privacy controls for regulated work, and Phases 2–5 layer progressively richer intelligence across the client base.
Phase 1 — Client Engagement Intelligence — live today
Every client has a workspace: engagement history, open actions, risks and AI outputs in one place.
The primary view: one page per client with engagement history, open actions, risks, documents and AI outputs.
AI-recommended actions and flagged concerns are promoted into tracked registers with owner, priority and status.
Maintained client records with auto-generated engagement IDs; free-text client entry is not permitted.
Organisation → clients → engagements, with data isolated per organisation and organisation-specific engagement types.
Record up to 2 hours directly on desktop or mobile, with screen-lock protection.
MP3, WAV, M4A and video files, plus existing .txt, .docx and .pdf transcripts.
Automatic Speaker 1/2/3 separation from the audio, with in-app renaming.
Timestamped, searchable transcript with speaker labels on every turn.
Executive-ready summary of what was discussed.
Needs, concerns, preferences, decision factors, readiness and outcomes.
Prioritised, contextual next steps for the practitioner.
Flags missing information, with schema validation on every AI result.
Configurable meeting and engagement types for any industry, each with tailored AI extraction — from board and committee meetings to client engagements and internal reviews.
Download a branded engagement report — choose the sections to include, from summary to full transcript.
Upload your logo, set brand colours, organisation code and footer text — applied across the app and every exported document.
Download engagement minutes as branded Word documents driven by your own templates, with logo, name and footer placeholders.
A built-in template per engagement type guarantees a branded document every time — generation never fails, it falls back gracefully.
Meeting intelligence that adapts to any sector: healthcare, property, financial services, legal, technology and more.
The post-login home: your logo and name, volume and engagement-type metrics, open actions, recent documents, client summary and recent engagements.
Every engagement in one searchable list — filter by ID, client, practitioner or type, and sort to find any record fast.
Manage users, client records, document templates and engagement types from one place — configuration, not code, drives each organisation.
Registration with administrator approval, user management and audit trail.
Recording and uploads stay locked until the practitioner confirms the organisation's notice and lawful-basis process. Each confirmation is versioned, audit-logged and checked by the server.
Engagements auto-expire after 30 days, with per-engagement delete and an account-wide erase control.
Public privacy, security and subprocessor notices covering how conversation data is handled.
Clients and engagements are visible only to members of the owning organisation, enforced in the database.
Installable on phones and tablets for recording on the move.
A structured Engagement Output across four phases, with a qualitative completeness status and an Outstanding Information Requiring Review section.
Review, correct and confirm AI-suggested values with authorised roles; an engagement cannot be marked Final while required confirmations are open.
Assumptions, dependencies, constraints, structured activities, milestones and scheduling extracted from the conversation.
Specialised extraction of evidence references, reference identifiers and incident or case details where the engagement type calls for it.
Every system template is validated across all engagement types for Word/PDF parity, with raw-marker and rendering checks.
Re-run AI analysis on the stored transcript at any time — no need to re-upload the audio.
Long recordings are processed in the background with completion notifications and an administrator jobs view.
Searchable in-app learning with an onboarding guide, FAQs and release notes — no developer required.
Phase 1.5 — Production Hardening & Compliance
Hardening and compliance controls for practices running client engagements day to day.
Attach contracts, correspondence and exports to the client workspace, alongside the engagement record.
Notify owners when actions in the client register fall due or stay open too long.
Share engagements across a practice, with admin visibility of all records.
Send the PDF report straight to clients and colleagues, with practice branding and templates.
Source audio is deleted from platform storage once transcription completes, with verified, audited deletion. Organisations can choose a justified retention period instead.
Choose how long engagements and transcripts are kept, with expiry notifications and a legal-hold option per engagement.
Direct identifiers are masked before transcripts reach the AI model and restored before outputs are stored — supporting cross-border processing.
Find one person's data across engagements, export a dossier, or redact their identity — every action audit-logged.
Multi-factor authentication and endpoint hardening ahead of processing live client data at scale.
A data processing addendum covering POPIA operator terms and EU standard contractual clauses for international clients.
Phase 2 — Conversation Intelligence
Understand the how of every conversation, not just the what.
Track client sentiment across the conversation arc.
Score engagements against best-practice frameworks.
Flag missing disclosures or regulatory gaps.
Surface early signals of client risk or dissatisfaction.
Phase 3 — Persona Intelligence
Personalise every interaction to how each client thinks and decides.
Classify clients by observable conversational behaviours.
How each client prefers to be informed and engaged.
Analytical, relational, cautious, decisive and more.
Tailored next-step guidance per persona.
Phase 4 — Workflow Automation
Move from insights to action, automatically.
Two-way sync with Salesforce, HubSpot and industry CRMs.
Auto-create tasks from recommended actions.
Trigger reminders, emails and multi-step journeys.
Orchestrate end-to-end journeys across touchpoints.
Phase 5 — Enterprise Intelligence
Aggregate insight across every engagement to run a better business.
How needs, concerns and readiness shift over time.
Segment-level intelligence across the client base.
Recurring objections and unresolved themes at scale.
Where to invest to improve outcomes and efficiency.