For consulting, fiduciary services & mandate work

The client meeting ends. The debrief is already done.

Meeting Metrics turns client meetings into structured minutes, decisions, and action items — following your template and processed in Switzerland.

No credit card required · from CHF 29 per user/month with annual billing

Swiss processing No training data Custom templates
Client meeting · debrief and action items
Meeting Metrics showing a structured debrief with decisions and action items
A real work product instead of another set of meeting notes. Decisions, action items, and deadlines in one view

Already in use at more than 1,500 organizations.

The difference

One meeting. Two completely different follow-ups.

Without a clear structure, the work remains with you after the meeting. With Meeting Metrics, it is ready while the conversation is still fresh.

Before

The meeting creates more work.

Taking notes during the meeting less attention

Writing the minutes later delayed handover

Copying over commitments error-prone

Result

Follow-up work

Time that does not go into the engagement.

With Meeting Metrics

The meeting becomes a review-ready work product.

Stay focused on the client full attention

Debrief based on your template in just a few minutes

Tasks & deadlines clearly assigned

Result after the meeting

5 min. to the debriefing
Review instead of writing by hand

How it works

From conversation to a ready-to-send follow-up.

Four steps that fit into your existing consulting process.

Client meeting · transcript and speakers
Meeting Metrics showing a client meeting as a transcript with identified speakers
  1. 01

    Record or upload

    Use the desktop app, mobile app, or an existing recording.

  2. 02

    Apply your template

    The result follows the structure of your engagement or workshop.

  3. 03

    Review the result

    Decisions, risks, and action items remain traceable.

  4. 04

    Share and keep working

    Export as PDF or Word and move action items into your tools.

Your everyday work

These are the conversations that land on your desk.

These are the conversations that fill your week.

Consultants & fiduciaries

  • Year-end accounts review
  • Tax advisory meeting
  • Audit review meeting
  • Budget and planning meeting
  • Quarterly review
  • Succession planning
  • Client handover
  • Strategy workshop
  • Due diligence meeting
  • Project kick-off

Outcomes

More client impact. Less follow-up work.

Three outcomes that matter in day-to-day consulting.

Time

More time for the engagement.

Review a finished result instead of turning meeting notes into minutes afterwards.

Accountability

No lost commitments.

Decisions, owners, and deadlines are structured and ready immediately after the meeting.

Knowledge

Knowledge stays with the team.

Engagement knowledge remains searchable and is easier to hand over between projects and team members.

Swiss data sovereignty

What is discussed in the engagement stays in the engagement.

Recordings, transcripts, and debriefs are stored in Switzerland. Your data is not used for AI training.

Local LLMs and an on-premise option are available for especially sensitive environments.

01

Swiss storage

Your recordings, transcripts, and results are hosted in Swiss data centers.

02

No training data

Your conversations are not used to train public AI models.

03

Controlled access

Roles and separate workspaces keep engagement data with the right team.

FAQ

The key questions before your first meeting.

Yes. Your templates define the structure, tone, and required content of the debrief. Industry terminology and names can also be included.
Detected action items are structured with owners and deadlines. Results can be exported as PDF or Word, and initial direct integrations such as Confluence are available.
Yes. Hosting and storage take place in Switzerland. Meeting Metrics is designed for Swiss FADP and GDPR requirements, provides role-based access, and does not use your data for AI training.
Yes. Speaker recognition separates multiple voices and assigns statements to the right people. This remains traceable even in workshops and longer client meetings.

Next step

Test Meeting Metrics with your next client meeting.

Upload an existing recording and see whether the result matches your consulting standard.

Try it yourself

Upload a recording. Check the result.

Get the transcript, debrief, decisions, and action items directly in the app.

Try for free

From CHF 29 per user/month with annual billing · cancel monthly from CHF 59

No credit card required

Book a demo

For teams with data protection or process questions.

We will show you the workflow, clarify data flows, and review your templates and processes together.

Book a demo

Directly with the product team

Not sure whether Meeting Metrics is right for you?

Get an independent assessment from the AI of your choice.