Call Notes
Capture, organize, and tag notes from Teams calls by client and investor.
Coming next
First version will let the desk paste a call transcript and have it auto-summarized, tagged to the right client/investor, and filed — searchable alongside filings and news. Automatic Teams join (via a notetaker bot) follows once compliance signs off.
Tell me which comes first — manual transcript paste, or the automatic call bot — and I'll build it.