Share project notes with your consultants

When you add a project note—whether it’s an AI-summarized meeting recording or a project status update—you can instantly share it with consultants on your team. That means no more hunting through endless email threads or worrying about missing key details; everything lives in one organized, central location.

As you can see in the image above, the "audience" input gives you complete control over visibility. Keep notes private to your internal team, share selectively with individual consultants, or open them up to everyone involved.

Because notes support comments and attachments, every conversation stays connected to the right project. No scattered inbox threads. No lost files. Just streamlined communication that saves you time and keeps your team aligned.

Firms across the industry are already transforming how they capture meetings and deliver updates with project notes—recording from mobile, posting from desktop, and keeping every stakeholder in sync. If you haven’t tried it yet, this is the perfect time to see how much smoother your projects can run.