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Prepare for client meetings.

Use client notes to prepare meeting briefs and draft follow-ups.

Explore Projects
Summarize recent changes and open decisions for our next client meeting.
  • Engagement notes
  • Client correspondence
  • Open tasks
Projects

Client meeting brief

The client approved the discovery scope.

Confirm the owner for the next workshop.

Share a draft agenda before the call.

Illustrative example

Start with one project.

  1. Get access and create a project.

    New to Projects? Request access below. Once invited, follow the quick start to create a project for this workflow.

  2. Add a few records.

    In Home, ask the agent to file notes like the sources above. Only add information everyone in the project should see. You can also work from a connected AI tool.

  3. Review and save the brief.

    In Home, tell the agent which project to use and ask for the brief above. Check it against your records, then ask the agent to save the approved brief as a record in that project. Open the record in Projects to confirm it.

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Can we organize Projects around our client engagements?

Projects supports structured records and relationships. Work with Patchnet to map clients, engagements, deliverables, and next actions to the way your practice operates.

Does AI replace our professional review?

Your team remains responsible for advice and final deliverables. These examples focus on gathering context, preparing drafts, and organizing follow-through for review.

Need help connecting your tools or planning a rollout? Discuss deployment