Freelancers and contractors
Leave client calls knowing what to deliver next. ClariPrompt helps freelancers and independent contractors follow feedback, explain their approach, and review the scope decisions made in a conversation.
For consultants and advisers
AI meeting assistant for consultants
Listen closely while a client explains a complex problem. ClariPrompt gives independent consultants a transcript to follow, context-aware prompts to consider, and a summary to review when the discussion ends.
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Before the call
Give the assistant useful context
Add the engagement scope, agreed objectives, relevant findings, and open questions. Use a separate profile for each engagement to keep the context specific.
Review the profile before using it. Suggestions can reflect incomplete or outdated information if your context is incomplete or out of date.
Your words, your way
Suggestions in your style, the way you speak
Write a few sentences exactly how you normally speak in Settings under “My voice”. ClariPrompt uses your phrasing, sentence length, and word choices to shape its response suggestions.
Prefer short, direct sentences or a friendly conversational tone? Give it examples that sound like you. Your profile supplies the facts; “My voice” guides how to say them. Choose and adapt the suggestions that feel right in the moment.
Personalisation depends on the context you provide. Review suggestions for accuracy and make them your own.
A practical workflow for consultants and advisers
Prepare
Prepare the engagement profile and decide which questions the discovery call needs to resolve.
Participate
Use the transcript to revisit details and consider suggested responses while you explore the problem.
Review
Review findings against the transcript and turn confirmed actions into your client recap.
Questions from consultants and advisers
How do I keep client context separate?
Create and select a profile for the engagement, and check its contents before starting the call. Profiles give the assistant the context to use.
Can I use confidential material?
Check your client agreement and processing requirements first. Local history still involves cloud processing for AI features; review the privacy policy.
What should participants know?
Let people know you are using an assistant and follow the rules that apply to the conversation. AI features send the required audio or text for processing. Read the privacy policy for details and the help centre for setup requirements.
Related workflows
Agency account leads
Make client reviews easier to turn into delivery work. ClariPrompt helps agency account leads follow campaign discussions and review the decisions, approval requests, and next steps that need a team handoff.
Product managers and user researchers
Spend discovery interviews listening to the participant. ClariPrompt helps product managers, UX researchers, and designers follow the transcript and review what was discussed before drawing conclusions.
Prepare for your next conversation
Check availability, choose the right plan, and add the context your next call needs.