The meeting was the work. The notes were the evidence.

Three weeks later the client remembers the commitment differently, and there is nothing to point at except somebody's memory.

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Simon ReedPartnerthis week
FixScope agreed out loud, never confirmed in writing
SaySend the scope note: the agreements are already listed
Because46:20 — “So we start with the audit and decide the rest after.”

The proposal was right and the client picked somebody else

01
A partner runs the scoping call
02
A manager writes the proposal from notes
03
The proposal does not match the call

What the partner stops carrying in their head

Every commitment gets an owner and a date

Every agreement becomes a task. What the room left unsettled stays visible instead of quietly disappearing.

A recap the client can read

One link, in their language, expiring when you say, with the recording attached only if you want it.

Evenings back

Nobody writes minutes after a full day of meetings. The recap is ready before the next call starts.

How it works on your conversations

Five parts of the same job, in the order a partner meets them.

01/05

Turn the scoping call into the scope note

The meeting comes back as topics with timestamps, the commitments made in it with an owner and a date on each, and the questions the room raised and never closed.One scoping call: what was discussed, what was agreed, and who owns it.

Meeting record

Pilot scope and launch conditions

Thursday, July 9 · 09:00 – 09:36 · 36 minutes

In the room: Maria Feldt, Oleg Rahn, Tomas Prieto · Summary available in EN, DE

What was discussed

  • 04:28 – 06:17Why the first attempt gave weak results

    The trial ran on a generic checklist instead of the standard this team actually uses, and on ten calls rather than a normal week. Both sides agreed the comparison was not fair to either side.

  • 11:52 – 20:39Shape of the pilot

    One team, three weeks, the standard written from their own recordings. Cost is calculated after the scope is fixed, not before.

  • 24:54 – 33:49What the team gets to see

    Weekly plan per rep, the deals that went quiet, and progress against the same items week over week. Nothing that names a person outside their own manager.

Tasks and agreements · Open a task to see the sentence it came from

TaskOwnerDue

View in tasks hub →

‹swipe›
02/05

Keep the unsettled question visible

Somebody says “let us come back to the commercial terms” and the room moves on. Everybody leaves believing it closed. Here it is carried forward, so it comes back before it becomes a change request.The question everyone thought was closed, still on the record.

Raised and never settled

Not tasks. Questions that came up, moved on, and left the room thinking they were closed.

  • Every date discussed since May assumes this is done. Nobody has named the person who does it.

    Where it came up

    1. May 14First call22:10«We will need to run it past security at some point, obviously.»
    2. Jun 3Scope call09:47«Security is a formality for us, it never blocks anything.»
    3. Jul 9Pilot conditions31:02«So we start in August, assuming the security thing is fine, right?»
  • Two people have said “we”. Neither has said “I”.

  • Raised once, answered with a joke, never returned to.

‹swipe›
03/05

Send the client a recap they can open

The client was never in your system and never will be. They get a link that opens in a browser, in the language they read, and it stops working on the day you choose.The agreements, in their language, with an expiry you set.

Share summary link

Creates a link that opens in a browser. No account, no invite, no access request.

Summary language

Link expires in

The recording opens with the summary.

The link they get

What they open · English

Pilot scope and launch conditions

Agreed: one team, three weeks, the standard written from your own recordings. The exact cost follows once the scope is fixed. Open on your side: who signs off the security review.

7 days · ▶ recording attached

‹swipe›
04/05

Find what was said, across the whole engagement

Search the year, not one recording. What the client said about the audit scope in March, who was in the room, and their exact words — with the meeting and the minute attached.Not an hour-long recording — the sentence, the meeting and the minute.

Search across every meeting you sat in

3 found in 3 meetings

Try:

  • Pilot conditionsJul 9Maria Feldt31:02

    So we start in August, assuming the security review is fine, right?

  • Scope callJun 3Tomas Prieto09:47

    Security is a formality for us, it never blocks anything.

  • First callMay 14Maria Feldt22:10

    We will need to run it past security at some point, obviously.

Not a link to an hour-long recording. The sentence, the meeting and the minute.

‹swipe›
05/05

Rank what clients hesitate about before signing

Across a quarter of scoping calls the same handful of hesitations come up. Each arrives with how often clients raised it — and how often somebody actually answered it in the room.40% worked out means 60% quietly went nowhere.

What stops your buyers

Every objection heard this quarter, and how often the team actually got past it.

113calls with at least one objection

40%worked out overall

«Before we go further, how does this work if we start mid-quarter?»

Forty per cent worked out means sixty per cent of interest quietly went nowhere.

‹swipe›

Built for how an engagement actually runs

1 / 5 · swipe or tap

The scoping call

Where the engagement is won, and the one nobody writes up properly. It becomes the first draft of the scope note.

Engagement letter

Which meetings are eligible is your decision. Internal reviews, scoping calls, steering committees — you choose, we work inside the line.

Offline meetings

A meeting in a client's office goes onto a phone recorder and gets uploaded by hand. It comes back the same way a video call does.

Billable hours

An hour spent writing up a meeting is an hour nobody invoices. That hour goes back into the week.

Scope disputes

Three weeks later the client remembers it differently. The sentence, the minute and the recording are one search away.

Where to start

Each product is bought on its own. Start with the one that hurts.

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FAQ

What goes wrong in consulting client meetings?

In consulting, the problem Spellit sees most is scope agreed out loud in a meeting and never confirmed in writing. A partner says "so we start with the audit and decide the rest after," the client agrees, and three weeks later the client remembers the commitment differently. There is nothing to point at except somebody's memory. A second pattern shows up between people: a partner runs the scoping call, a manager writes the proposal from notes, and the two do not quite match. Then there is the question the room leaves open, such as "let us come back to the commercial terms." Everybody walks out believing it is settled, and it comes back later as a change request. The scoping call is where the engagement is won, and it is often the one meeting nobody writes up properly.

How does Spellit catch this in consulting work?

Spellit Notes turns each consulting meeting into a structured record: topics with timestamps, commitments with an owner and, where one was named, a due date, and the questions raised but never closed. Every commitment becomes a task in one list that runs across all meetings, so the partner no longer has to carry it in their head. Unsettled questions stay on the record and move forward from meeting to meeting. Each line keeps the sentence it came from, so a later scope dispute gets settled by the actual words. Search runs across the whole engagement, inside transcripts and summaries, and returns the meeting and the moment. Over a quarter, Spellit Client Truth ranks what clients hesitate about before signing and shows how often someone answered each hesitation in the room.

How many meetings does Spellit need before consultants see results?

For consulting firms, Spellit Notes works from the first meeting: one client meeting is enough to get a recap with agreements, owners and open questions. That is the consulting page's starting offer, send one client meeting and get the recap. A week of recordings gives a fuller picture, with agreements, owners and unclosed questions across several calls. Pattern views take longer to fill. Ranking what clients hesitate about is built across a quarter of scoping calls, and a figure resting on fewer than five calls carries a low-data label. For the partner coaching in Spellit Actions, which suggests what to fix in the next scoping call, no minimum number of meetings is published.

How do we measure the effect of Spellit on our consulting practice?

Spellit shows its effect in consulting as proposals written from what the client said and fewer arguments about what was agreed. In the first week, every scoping call of the quarter is read, and what clients hesitated about is ranked. By the end of the first month, proposals are drafted from the meeting record rather than from someone's notes. Commitments sit in one list with owners and dates, so you can see what is overdue and whose it is. Time saved is measurable in your own terms, because an hour spent writing up a meeting is an hour nobody invoices, and that hour goes back into the week. The hesitation view shows how often clients raised each concern and how often somebody answered it in the room, a figure a practice can track from quarter to quarter.

Can the client get the meeting recap without an account?

Yes, Spellit Notes lets a consulting firm send the client a recap as a link that opens in a browser, with no account, invite or access request. The client was never in your system and does not need to be. You can translate the recap into the language the client reads, and that language becomes the default for the link. You also choose when the link expires. It stops working on that date, and if you change the expiry later, the address stays the same. The recording is attached only if you want it there. What the client opens is the agreements, the topics, the tasks with their owners and the questions left unsettled, which often makes it the first written version of the scope note.

Which consulting meetings go into Spellit, including offline ones?

Your firm decides which consulting meetings go into Spellit, within whatever your engagement letter allows. Typical candidates are internal reviews, scoping calls and steering committees, and anything confidential stays out unless you decide otherwise. Zoom meetings come in automatically from cloud recordings. A meeting in a client's office can be recorded on a phone and uploaded by hand, and it comes back the same way a video call does, with topics, commitments with owners and open questions. The recap can be copied or exported as a document if the client or the team prefers a file to a link. Spellit does not set the eligibility rules. You draw the line and it works inside it, so a useful first conversation is about which meetings you would be comfortable starting with.