It's not just accountants who talk to clients.
Claritalk is built for client conversations, not just for accounting. Wherever a conversation leads to decisions that someone subsequently needs to record, follow up on, and invoice, it performs the same task. Below, we explain what that means for each sector.
Insurance Brokers and Financial Services
You advise on policies, pension accrual, and coverage. Afterwards, you need to be able to show exactly what you advised and why the client chose as they did. Currently, you write that report yourself, or it never gets done.
Claritalk records the conversation, extracts the conclusion, and writes it back to your broker software. What you discussed is recorded with the client, with a date.
- Integration with BrokerCloud for client files and follow-up
- Every piece of advice documented, including the ten-minute phone call
- Annual review scheduled automatically per client
- Claims and expiry dates as follow-up items in the file
Today
- The advisory conversation is in your head, not in the file
- A colleague taking over starts from scratch
- In case of dispute, there's no record of what was discussed
With Claritalk
- Every conversation summarised for the correct client
- Decision and rationale traceable, with date
- Follow-up actions as tasks, not just good intentions
Today
- A forty-minute client meeting becomes six-tenths of an hour
- The incidental phone call is not recorded by anyone
- You write up the meeting notes in the evening, or never
With Claritalk
- Performance is proposed based on the actual conversation
- Phone calls and emails are also added to the file
- The notes are ready before you leave the office
Lawyers and Legal Services
In a law firm, time literally equates to turnover. Yet, short tasks often disappear from time registration: the phone call, the email with advice, the meeting that ran over. What you don't register, you don't invoice.
Claritalk captures every client interaction, automatically proposes the work performed, and records the content with the file. You confirm instead of reconstructing.
- Client meetings, phone calls, and emails bundled per file
- Work performed proposed based on the actual conversation
- File history that persists, even if a colleague takes over
- User rights, ensuring confidentiality applies per file
HR Firms, Recruitment and Temp Agencies
You conduct conversations all day: client intakes, candidate interviews, evaluations, follow-ups. Every conversation generates information that someone else will need tomorrow, and that information is scattered across notebooks and heads.
Claritalk turns every conversation into a structured summary for the right client or candidate, with highlighted action points.
- Intake meetings summarised with extracted vacancy requirements
- Candidate interviews documented comparably
- Follow-up that doesn't depend on who conducted the conversation
- New colleagues taking over a file with the complete history
Today
- Every conversation is noted differently, or not at all
- Knowledge leaves with the consultant
- Reporting back to the client costs half a day per week
With Claritalk
- The same structure for every conversation
- Everything in the file, not with the individual
- The feedback is ready after the conversation
Where money leaks away
- Additional work verbally agreed and nowhere recorded
- A change that the client remembers differently than you do
- Decisions on site that never reach the office staff
- Handover points that only surface with the invoice
Construction, Real Estate and Project Work
A site meeting or an on-site visit generates decisions that cost money. If you don't record them, you'll be discussing them months later without proof.
Claritalk records the conversation where it happens, even without a laptop, and converts agreements into follow-up points for the correct project.
- Works via the mobile app, even offline on site
- Decisions and additional work as separate follow-up items
- Report sent to the client, the same day
Consultancy, IT and Business Services
Consulting firms, IT partners, telecom, marketing: you sell time and insight. The scope shifts during conversations, and precisely what was agreed determines whether a project remains profitable.
Claritalk keeps track of what was decided in each conversation, where the scope changed, and which hours are associated with it.
- Scope changes visible instead of implicit
- Hours that align with what was truly discussed
- One file per client, across projects and years
- Integration with your own systems via API and webhooks
Today
- Scope shifts without anyone recording it
- Reports that no one writes, so no one reads either
- Discussions afterwards about what was agreed
With Claritalk
- Every decision noted with date and context
- The report comes from the conversation, not from your memory
- One truth for you and the client
Is your sector not listed?
Claritalk also works today with companies in energy, healthcare, hospitality, industry, and retail. The question is never which sector you are in, but whether a conversation with your client leads to decisions that someone subsequently needs to record.
If that's the case, then it will work for you too. We'd be happy to show you during a conversation you're having this week.
Three questions that decide it
- Do your client conversations result in agreements that need to be followed up?
- Is time wasted on reports, tasks, and post-meeting administration?
- Is knowledge about a client held in the head of one colleague?
See it work on a conversation from your sector.
Create your account and use Claritalk on a conversation from your sector. You'll see within a single conversation if it fits your way of working.
Would you prefer to get in touch with one of our sales team? Schedule a short meeting.