The Problem
Client meetings produce massive action lists
A single strategy workshop can generate 30+ action items across multiple workstreams. Capturing them all manually is unreliable.
Multiple stakeholders, complex context
Consulting engagements involve many people with different priorities. Keeping track of who said what is critical.
Deliverable scope creep
Without structured meeting notes, scope discussions become 'he said, she said' when deliverables are questioned.
Knowledge doesn't transfer between teams
When consultants rotate off a project, their contextual knowledge leaves with them.
How Note Genie Helps
Project Kickoff Template
AI structures notes into vision, targets, resources, timeline, and risks — ready for the project charter.
Cross-Meeting Intelligence
Folder Intelligence tracks decisions, scope changes, and evolving requirements across all project meetings.
Action Items With Assignees
AI extracts tasks with who's responsible and when. No more 'I thought you were handling that.'
Knowledge Continuity
Ask AI lets new team members query all past meetings. 'What was decided about the data migration approach?'
Shared Client Folders
Create shared folders with role-based access for project teams. Upload deliverables, meeting recordings, and documents. Clients see exactly what you share.
Desktop Meeting Detection
The desktop app auto-detects Zoom, Teams, and Google Meet for workshop and client meeting capture. Zero-click recording.
Templates for You
Plus access to all 16 templates — even on the free plan.
Start free. Upgrade when you need more.
30 free minutes every month. All 16 templates included. No credit card required.