Should I use AI notetakers in client meetings?
AI notes save hours. Clients may also be sharing confidential plans, so the setup matters.
- Can I record client meetings?
- Is it safe?
- What do I do with the notes?
Ask for consent at the start and offer to turn it off. Check the tool's data settings: where data is stored, whether it trains models and how long it's kept. Respect client policies, as some forbid recording. Use notes to draft summaries, action items and CRM updates, and review before sending.
Before you use one
- Consent from attendees.
- Client policy check.
- No model training on your data.
- Retention settings.
- Review before sending.
How we look at it at ShoutEx
We set up notetakers that send summaries to your CRM and project tool. See client data and AI.
- Recording without consent.
- Ignoring client policies.
- Tools that train on data.
- Unreviewed summaries.
- Consent.
- Policy check.
- Data settings reviewed.
- Reviewed summaries.
What consultants say
Here is what consultants and regulators say.
Privacy principles for AI tools.
Read the principles →Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll set up notetakers that feed your CRM.
Book a call →Follow-up questions
Do I need consent in Canada?
Getting it is the safe practice.
Can notes go into proposals?
Yes, as a first draft.
What if a client says no?
Take notes yourself.