Roadmap
Phase 1 is built and running today — recording, transcription, speaker separation and AI insights, behind approved user accounts. Phase 1.5 hardens it for daily practice use, and Phases 2–5 layer progressively richer intelligence across every consultation.
Phase 1 — Consultation Intelligence — live today
Turn any recorded conversation into structured, actionable insights.
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.
IT requirement sessions produce discussion-level classification and INVEST-checked user stories with scope, assumptions and open questions.
Download a branded consultation report — choose the sections to include, from summary to full transcript.
Audiology, financial, insurance, professional services, technology and committee meetings.
Volume metrics plus industry and consultation-type breakdowns.
Registration with administrator approval, user management and audit trail.
Recording and uploads are gated behind a consent checklist, stored with the consultation and printed on the report.
Consultations auto-expire after 30 days, with per-consultation delete and an account-wide erase control.
Public privacy, security and subprocessor notices covering how conversation data is handled during the pilot.
Each signed-in account only ever sees the consultations it created on that device.
Installable on phones and tablets for recording on the move.
Phase 1.5 — Production Readiness
Hardening the POC into something practices can run day to day.
Move consultations off the device into the secure backend, owned per user.
Share consultations across a practice, with admin visibility of all records.
Send the PDF report straight to clients and colleagues, with practice branding and templates.
Full-text search and filters across every past consultation.
Processing agreements, configurable retention periods and export of a client's data on request.
Phase 2 — Conversation Intelligence
Understand the how of every conversation, not just the what.
Track client sentiment across the conversation arc.
Score consultations 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 consultation 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.