Claudia: Al Meeting and Call Assistant Inside LeadCenter

Prepare for meetings, transcribe calls, capture notes, and generate
follow-up drafts, all saved automatically to the client record. No extra
subscriptions needed.

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CRM-Native
Saved to Client Record

Works Across
Meetings and Calls

Prep + Notes + Follow-Ups
Automatically

Meetings that stay with the client record

Claudia saves all meeting documentation directly to the client record, organized and ready the next time you open that contact.

Meeting Prep Before You Join

Before you say hello, Claudia has already reviewed the contact's CRM history and prepared a structured brief. You walk in knowing exactly where you left off.

Structured Notes, Summaries, and Follow-Up Drafts

The moment the meeting ends, Claudia captures key details, action items, and generates a follow-up email draft ready for you to review and send.

Every Inbound and Outbound Call Transcribed Automatically

Claudia transcribes every call and saves summaries, key topics, and action items directly to the matching contact record inside LeadCenter.

Works Across Meetings and Calls

Zoom, in-person, or phone calls through RingCentral, GoTo, or Dialpad. Every conversation follows the same workflow and lands in the client record.

Insights That Help You Improve, Built Into LeadCenter

Claudia surfaces participation metrics, sentiment, and scorecards across every conversation. No extra tool to manage or pay for.

What does Claudia AI do?

Claudia handles meeting prep, transcription, structured summaries, follow-up email drafts, and conversation analytics for both meetings and calls, all saved to the client record inside LeadCenter.

Does Claudia work for both meetings and phone calls?

Yes. Claudia works across virtual meetings, in-person meetings, and phone calls through LeadCenter Phone, RingCentral, GoTo, and Dialpad.

Is Claudia a separate subscription?

No. Claudia is built into LeadCenter on a pay-as-you-go basis, so your team avoids stacking extra per-seat subscriptions.

Where do meeting summaries and call transcriptions appear?

Everything is saved to the related contact record in LeadCenter. Summaries can also be delivered by email.

Can I standardize outputs by meeting or call type?

Yes. You can create different templates for meeting prep, summaries, email drafts, and call scorecards so outputs stay consistent across the firm.

Replace tool-switching with a CRM-native workflow

Prep faster. Document consistently. Follow up immediately.
Claudia AI turns meetings into organized client context inside LeadCenter.

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