Meetings.
Every recorded call becomes a recap — summary, decisions, action items — next to upcoming calls.
Live simulation · What your client sees
Every client, lead and number shown is illustrative.
Northwind Health
Meetings
Weekly check-in — Northwind
Tue Oct 7 · 34 min · Fathom
Dana: The intake form is already saving the front desk an hour a day.
Studio: Great — next is appointment reminders by text.
Marcus: Can reminders go out 24 hours before?
Studio: Yes, and a second one two hours before.
Recap · filed in ClickUp
Intake form is live and working. Next: appointment reminders by text, 24h and 2h before. Fonts still needed for the landing page.
Decisions
✓Text reminders at 24h and 2h
✓Landing page goes with option B
Action items
Set up reminder texts
StudioSend brand fonts
DanaBillable: 0.5h logged
autoHow it works.
Record as usual
Fathom or Fireflies joins the call like it already does.
The recap writes itself
Summary, decisions and action items are filed in ClickUp under the right client.
Everyone sees the same page
The client sees their recaps beside upcoming calls; you can bill the call as hours.
What you get
- Fathom or Fireflies
- Each card shows the call's length
- Calls can become billable tasks automatically
- A client never sees a call that included another client
More in what your clients see.
All features →Client dashboard
Where things stand, what needs them, and their next call — the first thing they see.
Projects
Their projects and tasks, live from ClickUp. They comment, you reply, and new requests land as tasks.
Files
A shared folder per client: uploads and links, comments on each file, and who can see what.