Keeping each client’s calls apart

From version 1.0.10, each call can belong to a client or a matter. Filing is on every plan with no limit, and a call goes under a client only when you say so. Clients is in Beta, and its switch is in Settings → General, under Beta.

Filing a call

Choose Clients in the rail and press New client or matter, then Add calls to pick from the calls you have not filed. You can also choose a client from the Client control on any call. When the people on a call, its series or its title point to one of your clients, Recordist offers to file it, and one tap does. It never files a call by itself.

Take calls out on a client’s page puts calls you tick back with the ones not filed, and deletes nothing.

Two matters for the same client stay apart from each other. When a matter is over, Mark as closed takes it out of the pickers and the suggestions and keeps it apart.

What stays inside a client

Open a client and the whole app narrows to it. Meetings, Promises, Ask, Today and the search box show only that client until you close its name in the top bar. Ask, Prep Briefs and the card that opens before a call read one client at a time, and a question that mixes two clients is refused.

Outside a client, search reads only the calls you have not filed. To look across clients, press Search every client too. That lasts for one search, and each result names its client.

Outside a client, the Meetings list and Today still show every call’s title and what is due, each with its client. Open the client before you share your screen.

What a connected assistant can read

An assistant you connected can still read every call in Recordist, filed or not. Settings → Integrations shows what is connected. If that matters for your work, leave assistants unconnected on a machine that holds client calls.

Taking a client’s record out

Export this client writes a whole client as Markdown, plain text or JSON, on every plan. Copy for AI on a client or a call shows you the exact words first and puts them on your clipboard when you press Copy. Recordist sends nothing, and whatever you paste is read by that AI under its own terms. Never copy for AI on a client’s page stops every call under it from being copied this way, on every plan.

What Pro and the trial add

Filing and keeping clients apart never depend on your plan, so a trial ending changes neither. With Pro or your trial, a client’s page also shows Where things stand, which gathers what was decided, You owe and You’re owed across every call with them, and Ask can read that client alone.

Turning it off

Turning Clients off asks first. Your filed calls stay filed, but search, Ask, Prep Briefs, the card before a call and the names offered read across them with everything else until you turn it on again, and turning it on brings every filing back.