Consultants & advisors

AI meeting notes for consultants. Works on the client laptop, with no bot in the call.

Client-issued laptops lock down software installs, and dropping an uninvited recording bot into a steering committee call hurts credibility. MeetingSidekick runs in a browser tab with nothing to install and no calendar hookup: capture stakeholder interviews in the room or client Teams and Zoom calls on your screen, keep the audio, and share a summary-only recap link. Free to start.

Four steps

Capture client calls and room sessions in seconds

No desktop app, no Chrome extension, and no admin approval needed.

1

Open a browser tab

Open meetingsidekick.ai on your client laptop, your own Mac, or your phone when walking into a client conference room.

2

Pick call tab or room mic

Confirm consent with the room, then share your Teams, Zoom, or Webex tab audio on desktop, or record the room directly on your phone.

3

Generate decisions and actions

Click Summarize for a clean TL;DR, key points, decisions, and owner action items without digging through raw transcripts.

4

Share summary only, keep the rest

Send a summary-only recap link to your engagement team while keeping the full transcript, chat Q&A, and saved audio private.

Consulting workflows

Four ways consultants use MeetingSidekick

Built for client environments where bots, installers, and sloppy notes do not fly.

Client-laptop calls

Client IT blocks desktop installers and browser extensions. Capture Microsoft Teams or Zoom calls in Edge or Chrome with zero admin privileges.

Stakeholder discovery

Run back-to-back interviews onsite or remotely without staring at your keyboard. Ask the chatbot afterward what each VP said about the bottleneck.

Executive readouts

Capture steering committee feedback and paste slide screenshots into Max-tier chat so your follow-up notes align with what was on screen.

Sprint-sized billing

On a short diagnostic or between engagements, use Free (2 hours one time) or the $9 5-hour pack instead of paying for a year-round seat.

Straight answers

What to check before a client call

Check browser support and IT policies first. Desktop call capture works in Chrome, Chromium, and Edge; phones and tablets work in any modern browser. If your client blocks external SaaS domains or prohibits cloud transcription of confidential client material, follow your SOW and NDA rules first.

Always ask for recording consent. Never record a client meeting secretly. Tell participants at the start of the call or workshop before pressing Start.

Audio replay and speaker names are on Pro. Free includes 2 hours of recording one time for the life of the account, plus full transcripts, summaries, and chat. Speaker labels, cross-meeting search, and audio replay unlock on Pro ($15/mo or $120/yr) and Max ($50/mo or $400/yr).

Questions

Consulting meeting notes, answered

Can I use MeetingSidekick on a client-issued laptop where installers are blocked?

Yes. MeetingSidekick runs entirely in a browser tab with no desktop app, no browser extension, and no admin rights required. Desktop call capture works in Chrome, Chromium, and Edge; phones and tablets work in any modern browser.

Will a recording bot join my client Teams or Zoom call?

No. Nothing joins the call as a participant and you do not need to connect a work or client calendar. Your client does not see an uninvited third-party bot sitting in the lobby.

Can I share meeting action items with my engagement team or client without exposing the transcript?

Yes. Every meeting can generate a private share link that shows only the title, date, duration, TL;DR, key points, decisions, and action items. The full transcript and meeting chat remain private, and you can revoke the link at any time.

Does it work for onsite client workshops and stakeholder interviews?

Yes. Open meetingsidekick.ai on your phone or laptop in the conference room, confirm consent with participants, and press Start. Audio is saved alongside the transcript so you can replay key moments on Pro and Max.

What if I only need transcription during a short client sprint?

Free includes 2 hours of recording one time for the life of the account, no credit card needed. For a single project sprint without a recurring plan, the 5-hour pack is $9 one time and never expires.

Try it on your next client call.

2 hours free, no card, nothing to install. Open a tab on any laptop or phone and press Start.

Start free →