1
Before the meeting
Arrive with the full story
Review a concise brief instead of reconstructing context from inboxes and scattered notes.
Product
One connected memory for every client conversation
RecapCRM connects meeting capture, structured recaps, preparation, search, and relationship context so your firm can remember without relying on manual CRM updates.
The complete loop
From one meeting to lasting relationship context
Each feature is useful on its own. Together, they replace fragmented notes with a living record your whole firm can use.
Capture 01
Meeting recording
Bring client conversations into one system with recording and transcription designed to feed the relationship record.
Explore Understand 02
AI meeting recaps
Turn each conversation into a structured recap with decisions, commitments, and action items—not a transcript dump.
Explore Prepare 03
Meeting prep briefs
Walk into the next call with recent context, open commitments, and the details your client expects you to remember.
Explore Find 04
Conversation search
Ask natural-language questions across past meetings and find the conversation behind a decision or promise.
Explore Protect 05
Relationship intelligence
Give the firm a shared view of relationship history so client knowledge survives handoffs, growth, and team changes.
Explore How the work changes
Less remembering to update. More useful memory.
2
During and after
Let the conversation create the record
Capture what was discussed, decided, promised, and assigned without a second data-entry session.
3
Across the relationship
Build memory that compounds
Search the history, prepare better follow-ups, and hand over accounts without resetting the client relationship.
Put your next conversation to work
Make the next client meeting part of your firm's memory
Capture the conversation once, then use that context for recaps, preparation, search, and continuity.