Capture and qualify
Fits naturally inside Delivery & Reporting workflows.
Meeting transcription with searchable conversation history. Every client call becomes a knowledge asset you can reference later.
Editorial Summary
Sources: seed-tools-consultants-10x3-2026-02-13.md
Workflow Fit
Fits naturally inside Delivery & Reporting workflows.
30 minutes setup keeps activation lightweight for live client work.
3 integrations help keep the rest of your operating stack in sync.
Integrations
Alternatives
Lightweight SOW generator. Define scope, set deliverables, export. Done in 5 minutes, not 5 hours.
AI-assisted SOW drafting inside ClickUp. If you already use ClickUp for delivery, your SOW feeds directly into project setup.
Free dashboarding from Google. Connect data sources, build shareable reports, deliver recurring client dashboards at zero cost.