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Meetings in,
minutes out.

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The brief page for the 10:00 Tidewell board meeting: two lines from the pre-board call, then the agenda as five prepared questions, from the July minutes and the interim dividend to the Tuas lease, the bank mandate and the next meeting.
Echo’s live window during the board meeting, showing the follow-up question it passed you.

Every engagement runs on records.

Now Echo does the first draft:

  • the minutes,
  • the attendance note,
  • the follow-up email.

Echo drafts. You review and sign.

Never type up minutes again.

Ask for the minutes, and Echo drafts them from the meeting’s notes and transcript as a PDF or Word file.

Your request to Echo: “Draft the minutes of today’s board meeting as a PDF.”
Echo’s answer: the draft minutes of today’s Tidewell board meeting as a file to download, with who was present, the matters discussed, what the board agreed with the decisions at the top, five action items with owners and dates, and the next meeting; a draft for you to review and the Chairman to sign. Its activity log reads 3 steps, 3 done.

Stay in the conversation.

  • The notes from the Tidewell board meeting: the decisions, from the July minutes confirmed to the next meeting on 13 January, then the action items as a table of actions, owners and due dates.

    Follow the discussion. Echo takes the notes.

    Decisions and action items, with owners and dates where they’re said, in notes you can edit.

  • Echo’s Prepared Questions during the Tidewell board meeting, the agenda: the July minutes graded a good answer, the interim dividend a partial answer with the follow-up “Is the dividend deferred to the next meeting?”

    Glance at Echo. See what’s still open.

    Put your five key agenda items in as questions. Echo checks each one as the meeting covers it, and suggests a follow-up when one comes up short.

Year ends, remembered.

Echo remembers what each client told you and who promised what, each with the meeting it came from.

What Echo remembers about Priscilla Ng: she will send the cash flow forecast by 28 October; she wants the decisions at the top of the minutes and board papers a week before each meeting; Tidewell’s financial year ends on 30 June, each with the meeting it came from.

Engagement team only.

Share the meeting with the people on the engagement, at the access you choose, and keep it out of the firm’s automatic sharing.

Echo’s Share meeting dialog for the Tidewell board meeting: Daniel Koh picked with Summary access, the notes without the transcript or recording; the Private switch on, which keeps the meeting out of the firm’s automatic sharing; and the meeting already shared with the Tidewell team, transcript included.

Careful with client data.

Never used to train AI. Encrypted in transit and at rest. Hosted on SOC 2 Type II and ISO 27001 audited platforms.

  • No bot on the call.

    Echo listens from your computer, so the call is just you and your client.

    Echo’s own prompt as your meeting begins: “Zoom detected”, “Zoom Meeting” and a Start Session button.

  • Every brief shows its sources.

    Each line links back to the meeting it came from, so you can check it before the next one.

    The brief for the 10:00 Tidewell board meeting: each line names the meeting it came from, the Tidewell pre-board call on Oct 7, 2026.

  • You decide what it remembers.

    Edit a fact, move it to the right client or forget it.

    Two facts Echo remembers about Priscilla Ng, each with the meeting it came from; the first, “Tidewell’s financial year ends on 30 June”, shows its controls to edit it, move it to another person or forget it.

How Echo handles your data →

Minute every meeting.

Leave the first draft to Echo. Download it before your next client meeting.

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Rolling it out to a team? Talk to us →

Tell clients you’re taking notes with an AI assistant.