Client meetings
AI notes for client meetings
Timo records client meetings on your own device and writes the decisions, the action items and the open questions. Share a clean recap with the client as a link, a PDF or a Word file, and find every meeting about the same project in one place.
| How it records | No bot joins the call. Timo records on your own device. |
|---|---|
| What you get | A summary, the decisions, action items with owners and dates, open questions and the full transcript. Action items can become tasks and be placed on Google Calendar. |
| Sharing | Share notes by link, PDF or Word. Anyone with a link can read it without an account, and you can turn the link off. |
| Privacy | Notes are private unless you share them. Your content is not used to train AI models. |
| Trial | Free for 30 days with no card |
| Price | Then $8 a month for 100 hours of recording |
A recap the client can read
After the meeting, send the notes as a link that opens without an account, or as a PDF or Word file. You can turn a shared link off at any time.
Every meeting about one client, together
Timo tags meetings with the projects they're about, so searching a client's or project's name brings up every conversation and its decisions.
Confidentiality
Nothing joins the call and nothing is shared until you share it. Raw audio is deleted once the notes are written, and your content is not used to train AI models. Ask your client before recording.
Is Timo the right fit?
Timo fits when
- You're a consultant, agency or freelancer with several clients.
- You send a recap after each meeting.
- You want decisions traceable to the meeting they came from.
Look elsewhere when
- A client prohibits recording; take written notes.
- You need a client portal or contract management.
Try it on your next meeting
No card required. Then $8 a month for 100 hours of recording.
Start your 30 free daysAlso: Add Timo to Chrome · Join the iPhone beta · All the facts
Questions
Can my client open the notes without an account?
Yes. A shared link opens in any browser, and you can turn it off later.
Can I find all meetings for one client?
Yes. Timo tags meetings with the projects they're about, and you can search by project, person or phrase.
Does a bot join my client's call?
No. Timo records on your own device.