After a meeting,keep the detailsand the next steptogether.
A client visit notebook that keeps your data on your phone by default. Speak a quick recap or type a note, then review the client, contacts, discussion and next step before saving. In 0.2.3, choose an exact follow-up time, start a new visit from a client’s timeline and compare an AI example before and after.


Stays on your phone by default. Cloud features are your choice.
Capture what you just discussed. Review and edit the client, contacts, summary and next step before saving.
Choose a date and time, and turn each reminder on or off. See whether it is scheduled or needs notification permission.
Start a new visit from the client’s timeline with that client already selected. You can still review or change the client before saving.
Switch between the original note and the organized result to see clients, discussion points and next steps. The example uses fictional information.
Review each client’s timeline, or search by keyword, time and meeting type. Merge duplicate clients when needed.
Your records stay on device by default. Export readable notes or back up and restore a complete folder. Cloud features require your separate consent.
After a meeting,keep the detailsand the next steptogether.





A client visit notebook that keeps your data on your phone by default. Speak a quick recap or type a note, then review the client, contacts, discussion and next step before saving. In 0.2.3, choose an exact follow-up time, start a new visit from a client’s timeline and compare an AI example before and after.
Stays on your phone by default. Cloud features are your choice.
Capture what you just discussed. Review and edit the client, contacts, summary and next step before saving.
Choose a date and time, and turn each reminder on or off. See whether it is scheduled or needs notification permission.
Start a new visit from the client’s timeline with that client already selected. You can still review or change the client before saving.
Switch between the original note and the organized result to see clients, discussion points and next steps. The example uses fictional information.
Review each client’s timeline, or search by keyword, time and meeting type. Merge duplicate clients when needed.
Your records stay on device by default. Export readable notes or back up and restore a complete folder. Cloud features require your separate consent.