The walkthrough

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Fifteen minutes, on your own workflow: the history, the brief, how a meeting ended and a promise being kept.

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  • Start with a client. Their connected history gives you the context to pick up the conversation.
  • Their email sits in your own inbox, read and sent through your own account. Nobody changes address.
  • The meeting was recorded, written up, and filed against everyone who was on it.
  • What you promised on that call was lifted out of the transcript, dated, and put on the day you said.
  • The agreement is drafted, sent and signed here. No separate e-signature bill.