Schedly
Meeting Intelligence · Consulting

AI Meeting Intelligence for Consultants

Client-ready meeting summaries used to mean 30 minutes of writing after every engagement session. Schedly generates complete meeting notes, deliverable tracking, and professional debrief emails from every recorded session automatically. Send the recap before you've closed your laptop.

HIPAA-eligible. No Zoom required. No extra tools.

1 click client debrief after every session
30 min
saved per session
1 click
client debrief sent
0
scope disputes from undocumented decisions
100%
engagement history searchable

The Problem With Manual Documentation

Every consultants & professional services recognizes these pain points.

Post-meeting write-ups eat billable hours

30 minutes of documentation per meeting on a 40-hour consulting week is 5+ hours of unbilled time. AI documentation changes this equation entirely.

Deliverables agreed in meetings get disputed later

Verbatim records of what was committed — by both the consultant and the client — eliminate scope disputes before they start.

Client context is lost between engagements

Coming back to a client after 3 months requires scrubbing through email threads and memory. Complete session records make re-engagement instant.

Professional follow-up differentiates top consultants

Sending a structured recap within an hour of the session signals organizational excellence. Clients reference it. It becomes the engagement record.

Solutions

Everything Consultants & Professional Services Need

Meeting intelligence built for your specific workflow — not a generic tool bolted on.

Complete Meeting Notes

Full structured summary of every client session — what was discussed, what decisions were made, what was flagged as a concern, what the overall direction was.

Deliverable Tracking

Every commitment made in the session — deliverables promised, deadlines discussed, stakeholder actions — extracted and organized as action items.

One-Click Client Debrief

Professional meeting recap sent to the client in one click — summary, decisions, next steps, and follow-up items. Clients receive it before they've left the video call.

Searchable Engagement History

Find any client discussion across months of engagement history. Pull what was discussed in the March strategy session before preparing the June board presentation.

Key Decision Timestamps

Major decisions, strategic direction changes, and client approvals flagged with timestamps. Jump to the moment a critical decision was made.

Client Scheduling Automation

Recurring check-ins, milestone reviews, and ad hoc sessions booked via Schedly's self-booking links. No coordination overhead.

Frequently Asked Questions

Yes. Schedly Video supports multi-participant sessions. The AI generates notes from the full group conversation, with speaker labels identifying each participant.

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Stop Losing Bookings to
Scheduling Friction.

Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.

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