Built for firms where the relationship is the work
RecapCRM helps relationship-driven teams capture what clients say, prepare with context, and keep knowledge inside the firm through every handoff.
A shared relationship system, from leadership to delivery
Start with the role or operating problem closest to you. Every path connects back to the same conversation history.
Consulting and advisory firms
Create a shared relationship record across partners, consultants, projects, and client transitions.
ExploreManaging partners
Protect the firm's client knowledge, spot relationship gaps, and make continuity less dependent on individual memory.
ExploreBusiness development leaders
Keep discovery context, commitments, and handoffs connected as opportunities become long-term client relationships.
ExploreContinuity at the moments that matter most
Client onboarding
Carry discovery context into delivery so new engagements begin informed, not from scratch.
ExploreQBR preparation
Build reviews from the real conversation history, open commitments, and emerging client priorities.
ExplorePartner transition
Transfer relationship history and account nuance when ownership changes or a partner steps away.
ExploreEOS Level 10 meetings
Create a durable record of issues, decisions, and ownership from recurring leadership meetings.
ExploreOther relationship-driven teams
The consulting firm is our primary product focus. These pages explain how the same conversation-memory model applies in adjacent professional services.
Give every client relationship a memory your firm can use
Start with your next meeting and build a record that gets more valuable with every conversation.