Who it's forindependent consultants
“Did we agree that?”
Two months into the work your client asks whether the training was ever in scope, and you are fairly sure it came out on a call. With their yes, Recordist records each review on your own machine, with nothing joining the call. It writes up what was agreed and who owes what, and files it under that client when you say so. The record stays with you, so you can find the line and hear how it was said, while the audio is kept.
The browser demo is the real app with made-up meetings. Nothing is recorded.
Summary
- Where the work stands: The vendor review is finished and the first two sites have moved to the new process.
- What changed since the last call: The Denver site has moved to January because its warehouse lease changed.
- What the client asked about: Whether the training for the site managers is in scope.
- Scope and budget: Training was not in the original scope. It goes in as a second phase, taking the total to 68,000, up from 61,000.
- Next call: The twentieth, same time.
Decisions
- Training goes in and the total is 68,000.
Action items
- Send the revised statement of work · You, Friday Time in call 11:47
- Send the list of site managers · Hannah, Wednesday Time in call 11:58
Open questions
- Can the training be done remotely?
The follow-up
Written with the notes, for you to read and send.
The draft is written from what was said on the call, and it is yours to read, change and send from your own mail. Recordist sends nothing. The follow-up comes with Pro, and every new install includes 7 days of Pro, with no card.
On the Fast built-in model, no email is filled in for you. You tick the lines you want, and the draft is made from exactly those.
Follow-up draftPro
Hi Hannah, The vendor review is finished and the first two sites have moved to the new process. The Denver site has moved to January because its warehouse lease changed. Training for the site managers goes in as a second phase, and the total is 68,000. Next steps: - I'll send the revised statement of work by Friday. - You'll send me the list of site managers by Wednesday. Thanks,
Example, written by hand from the same staged call.
The template
Ask Recordist for notes in this shape.
- In Recordist, open Settings, then Templates, and press New template.
- Copy the three fields across, over the words already there. Leave summary and action items ticked, and tick decisions, questions and followup email as well.
- Press Save. To use it on every call, choose it under Settings, AI notes, Default template. For a call you have already recorded, choose it above the notes and press Regenerate.
Your own templates are on every plan, and the words are yours to change. How templates and the check against the transcript work.
Name
Client review
Short description
Where the work stands and what was agreed.
Instructions for the model
Write the record of a review call between a consultant and their client. Write the summary as a list with exactly these labels, one short bullet each, and leave out a label nobody talked about: - Where the work stands: - What changed since the last call: - What the client asked about: - Scope and budget, with every figure exactly as it was said: - Next call: Under decisions, only what both sides agreed. Never add advice, a recommendation or a view of your own.
01
Recordist runs on Macs with Apple silicon and macOS 14.6 or later, on 64-bit Windows 10 or 11, and on x86_64 Linux, all free from the download page.
02
There is no account, and we never receive your audio. The Privacy Ledger in the app lists the network requests it makes, apart from a few kinds listed in Help, none of which carries meeting content.
03
Nothing joins the call and nothing tells the other person, so you ask out loud and click Record after a yes. The free consent script tool gives you the words for where you both are.
04
Recording, transcription, search and export are free. AI notes are unlimited during your 7 days of Pro and then 3 a month. Pro removes that limit and adds Prep Briefs before you meet someone again. Its price is on the pricing page, and if you subscribe at the launch price, it stays the same for as long as you stay subscribed.
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Does a bot turn up on my client's call?
No. Recordist listens on your own machine, to your microphone and the sound of the call, so nothing appears in the participant list and there is no extra guest for anyone to admit. It works the same on whichever platform they chose.
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How do I ask my client if I can record?
Recordist doesn't tell the other people on a call that it is recording, and it can't ask them. You ask out loud, and click Record after a yes. One way to say it: "Is it OK if I record this so I can give you my full attention? The recording stays with me."
A contract or an NDA can say whether you may record at all, and if yours does, it decides. The free consent script tool gives you the words and the rule for where you both are.
The card that appears when a call starts. Nothing is recorded until you click Record, unless you have put that app on the automatic-recording list in Settings. -
Can one client's words turn up in another's?
Not when each call is filed under its client. A call can belong to a client or a matter, and you choose. A suggestion is one tap, and nothing is filed by itself. Inside a client, search, Promises, Ask and the Prep Brief read only that client's calls. Outside one, search reads only what isn't filed, and looking across every client takes a press of Search every client too, for that one search.
Filing and keeping clients apart are on every plan, with no limit. An AI assistant you connect yourself through MCP still reads the whole library, so leave it unconnected if that matters for a client.
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What did we agree on scope?
Under decisions, the template asks only for what both sides agreed, and each decision keeps the line that says it. Type a word such as "scope" or "budget" to find every call where it was said, then click the time to hear it while the audio is kept.
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Who owes what after the call?
The notes list the promises made, each with an owner and a due date when those were said out loud. An owner or a date the transcript does not state outright is labelled as worked out, so you know to check it.
Promises collects the open ones from every meeting with notes, in two lists, what you owe and what you're owed, grouped by Overdue, Today, This week and Later, with the meeting each one came from and the words it was made in.
Promises from every meeting in two lists, what you owe and what you're owed, each with the meeting it was made in. The real app, shown with made-up people and meetings. -
Can I send the client a recap?
On Pro, a follow-up email comes with the notes, with a short recap of what was said and the next steps, each with the person who said they would do it. It is yours to read, change and send from your own mail. Recordist sends nothing. On the Fast built-in model, no email is filled in for you. You tick the lines you want, and the draft is made from exactly those.
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Can it remind me where we left things?
Yes, on Pro, when the call is in your calendar. Up to 45 minutes before a call with someone you have met before, a Prep Brief shows what you decided last time, a summary of that meeting and the action items still open on both sides. It works from your Mac's calendar or a calendar feed.
The brief reads one client at a time, and when a call could belong to more than one client it shows nothing until you pick. Among calls you have not filed it goes by the attendees' names, so two contacts with the same first name can end up in one brief.
See the Prep Brief in the demo
Every meeting you record, in one list, with a brief before the next one. The real app, shown with made-up people and meetings. -
What about calls under an NDA?
With the built-in engine, the audio, transcript and notes are kept with you, and no AI service sees them. There is no account, and we never receive your audio. The Privacy Ledger in the app lists the network requests it makes, apart from a few kinds listed in Help, none of which carries meeting content. If you choose a cloud AI provider for notes in Settings, the transcript goes to that provider under its terms, so leave the built-in engine on for those calls.
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What happens when the engagement ends?
You can export a whole client in Markdown, text or JSON on every plan, and delete the calls when your contract says to. You choose how long audio is kept, and you can have whole meetings deleted after a number of days, with starred meetings kept.
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Can the notes be wrong?
Yes. Read them against the transcript before you send anything on, and click any line of the transcript to hear that moment while the audio is kept. A figure is the thing to check first.
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What does it cost?
Recording, transcription, search and export are free. AI notes are unlimited during your 7 days of Pro and then 3 a month. Pro removes that limit and adds Prep Briefs before you meet someone again. Its price is on the pricing page, and if you subscribe at the launch price, it stays the same for as long as you stay subscribed.
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How do I start?
Download it, paste the template above, and record a practice call with a friend or a colleague. Read what comes out. Then use it on the next review where the client agrees, and keep your own notes alongside until you trust it.
Next
What to do next.
Two minutes
Click around the real app
Open a sample interview, search for a word and tick a promise done, in your browser.
Free tool
How to ask to record a call
The words to say, and the rule where you and the other person are.
Free to start
Try it on your next call
Recordist is free to download for Mac, Windows and Linux. It needs no account and no email, and the 7 days of Pro include every Pro feature. Keep your own notes on anything that matters until you trust it.
Also for
Other kinds of work.
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You want to look at your client for the whole hour, and next month you need to know exactly what they said they would do.
Recruiters
Four candidate calls before lunch, and by Thursday your client wants to know exactly what the second one said about notice.
HR and recruiting
Fifteen interviews a week, and the hiring manager wants to know exactly what the candidate said.
Lawyers
You want a record of the call, and you also have to answer for where that record is kept.
Therapists and counsellors
Recordist is not made for therapy sessions or calls about clients. This page explains why.
The summary for IT, security and legal reviewers Every page, or four questions to find yours