Plan the meeting
do minutes clients trust.
Speak AI turns your client meeting agenda template into the actual record: project updates, decisions, and action items captured from the conversation and matched back to every agenda item. We build it with you.
The wins teams ship.
Time to a live product, hours saved per file, and dollars saved. Same platform, very different applications.
Legal tech company builds a white-label deposition platform, 8 months faster.
Global research agency launches a white-label qualitative research platform.
Legal intelligence firm processes 5,100+ hours of carrier calls, 95% faster.
Healthcare consulting firm cut session processing from 8 hours to 0.3.
E-commerce manufacturer centralizes call review and cuts it by 85%.
Recruiting firm cuts candidate report time from 5 hours to 10 minutes.
Bring one client meeting. Leave with the minutes.
A working session, not a sales pitch. No obligation.
You bring a real client meeting
A check-in, a QBR, a project update call. Whatever your team runs by hand today.
We map your agenda template
The sections your team already uses: updates, milestones, feedback, action items. Your words, your structure.
You see it filled in, live
Your own client meeting, transcribed and matched back to the agenda, with a rollout plan for the whole team.
Client meeting agendas for every kind of team.
The same engine, pointed at the client meetings your team actually runs.
Account check-ins
Every status call and QBR documented the same way, so nothing depends on who took notes that week.
Engagement reviews
Scope discussions, deliverable updates, and decisions logged consistently across every client engagement.
Customer success calls
Renewal risk, feature requests, and commitments captured from every client call, not just the ones someone remembered to write up.
Client intake & case calls
Intake conversations and case updates turned into a structured record your team can trust and reference later.
Solo client meetings
No notetaker on the call. Speak AI runs the agenda and hands back the record while you stay in the conversation.
Vendor & stakeholder reviews
Multi-stakeholder client meetings documented with owners assigned, so follow-through does not depend on memory.
A different approach to client meeting agendas.
A client meeting agenda template is the plan you write beforehand: the welcome, the project updates, the milestones, and where feedback and action items get logged. It sets up the call. It does not capture what your client actually said once the conversation started, and that gap is where most client meeting agendas stop earning their keep.
Why the agenda becomes a memory test after the call
A client meeting agenda works fine going in. Then the call runs long, the client raises something that was not on the list, and whoever was tracking the agenda is now also trying to keep the conversation moving. Commitments get made verbally and never written down. Action items turn into “I think we agreed to follow up on that” with no owner attached. By the next client meeting, the agenda template is the only artifact anyone can find, and it says nothing about what the client actually asked for.
How Speak AI turns the agenda into the record
Speak AI’s meeting assistant joins the client call and transcribes it in your language, with 100+ supported. It reads the conversation the way an attentive account manager would: not just the words, but the tone when a client hesitates on a timeline or pushes back on scope, and it matches what was said back to the agenda items you set going in. Project updates, milestones, feedback, and action items land in structured fields as the call happens, and you can ask across every client meeting with AI chat, running natively over your recordings with ChatGPT, Claude, and Gemini built in.
What belongs in a client meeting agenda template
- Welcome and introductions: a quick opener so every attendee is acquainted before the substance starts.
- Review of previous points: a short recap of what was decided last time, for continuity and accountability.
- Project updates and milestones: progress, blockers, and what is coming next, stated plainly.
- Feedback and discussion: a reserved slot for the client to raise what is actually on their mind.
- Action items and responsibilities: a place for decisions and owners, filled in during the call, not reconstructed after.
From a scattered follow-up email to a record every client trusts
The result is an agenda that gets used and a record your client can hold you to. Trends across a quarter of client meetings become dashboards you can customize and white-label, tracking which action items closed on time and which accounts need another conversation. A Fortune 100 entertainment team put its production and FX meetings through this same workflow and cut documentation time by over 90% across a globally distributed team.
And because client meetings rarely happen in isolation, the same engine scores calls, meetings, and recordings on the same criteria, connecting your client meeting record to call scoring a coaching across every conversation your team has.
Engineered with you, accurate from day one.
A generic AI tool starts from zero. We shape the agenda template, fields, and prompts around how your team actually runs a client meeting: your update format, your discussion order, your action-item owners. Then we prime the application on your past client meetings so it is useful from the first one. You get a filled-in agenda and a record of what happened, not just a transcript.
- We design the agenda template, fields, and scoring around how your team runs a client meeting, not a generic form.
- Your past client meetings and transcripts prime the vedomostná základňa before go-live.
- A filled-in agenda and record on every client meeting, queryable from Claude, ChatGPT, and Cursor through the MCP server.
Bring your applications into Claude, ChatGPT, and Cursor.
No terminal. No npm. No config. Speak AI's MCP server gives any assistant 100+ tools to search, analyze, and act on your knowledge base in about 60 seconds. It is the same layer your applications run on, wired into the hundreds of apps in your stack through an integrations layer and a full developer API.
One platform. Not one model.
A generic AI tool locks you to one model and one engine. Speak AI picks the right model, speech engine, and language for each client meeting, file type, and team, so your agenda and record are never locked to a single vendor.
Multi-model
Claude, ChatGPT, and Gemini. Your choice per task, or bring your own key.
Multi-engine
Transcription routed across multiple engines for your audio, accents, and terms.
Viac ako 100 jazykov
Transcribe and translate in and out, for global and multilingual teams.
MCP, API & integrations
100+ MCP tools and an integrations layer that connects to hundreds of apps you already run.
Teams build on Speak AI.
Real feedback from teams using Speak AI for research, transcription, meetings, and client work.
Questions we get
Your first agenda and record run on a real client meeting during the consult. Team rollout takes days, not months, because we build it with you and prime it on your existing client meetings.
Pooled usage, not per-seat, with no volume minimums. Pilots are credited in full. We scope pricing for your exact workflow on the call.
Speak AI handles 100+ languages, including conversations that switch language mid-sentence, and can translate in and out.
Yes. White-label deployments run on your own domain with your logo, including client platforms agencies resell, plus branded iOS and Android apps.
Welcome and introductions, a review of previous meeting points, project updates and milestones, a slot for client feedback and discussion, and a reserved action items section. Speak AI fills the action items and decisions in automatically once the meeting happens.
Keep it concise: distinct sections, bullet points over dense paragraphs, and a rough time slot for each item so the call stays on track. Speak AI keeps that same structure consistent from the agenda through to the finished record.
Overly detailed project data better shared after the call, topics unrelated to this client's engagement, and action items without a named owner. A tight agenda with two or three real discussion points beats a long list nobody gets through.
Enterprise builds support BAAs, custom data processing agreements, SSO, and data residency options. We share security documentation on request and scope each build to your requirements.
From a loose client agenda to minutes that hold up.
Book a free consult, bring a real client meeting, and watch it turned into a filled-in agenda and record before the call ends. Consults include early access to new features, an extended trial, and implementation credits.
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