From invitation to report, in one tool.
Claritalk is neither a notetaking tool nor a dashboard. It seamlessly connects your preparation, your conversation, and your follow-up, within the systems your firm already uses. That applies to client meetings and internal discussions alike, across business lines such as Accountancy, Tax, and Legal.
Instantly prepared for every meeting?
The best client meeting begins days earlier: with the question of who needs to attend, and with which figures on the table.
Set the periodicity, Claritalk does the rest
Each file is assigned the frequency you determine: quarterly, twice a year, annually, or whatever that client needs. From then on, Claritalk keeps track of whose turn it is.
- Periodicity configurable per file, and in bulk per client group
- Claritalk monitors Outlook and your practice management software, identifying who is falling behind
- The client automatically receives an email asking for their availability
- The response goes directly into the correct calendar
- No more manual lists to maintain on a Friday evening
Setting periodicity, inviting, and scheduling.
Example view of the invitation.
Example view of the morning overview.
Every meeting perfectly prepared
Every morning, Claritalk retrieves your meetings from your Outlook calendar and prepares what's important for each file: figures from Silverfin, tasks from AdminPulse, follow-up points from FID-Manager. Not with generic online information, but with the concrete data from the file itself.
- All relevant data consolidated on one screen, with source attribution
- Suggested discussion topics that you can adjust or add to yourself
- Also usable by a colleague unfamiliar with the file
- Starts from real file data, not online search results
Figures, tasks, and points of attention per file.
Clara, the role-player
Practise the conversation before you have it
Not every conversation feels natural. A fee increase, a client consistently submitting late, a poor quarter. Clara knows the file and plays the client, so you walk in with a scenario.
- Retrieve file data directly from Clara
- Practise the conversation as you would with the client
- Ideal for junior colleagues to gain experience before going solo
Practising a conversation with Clara.
ClaraClaraExample view of a practice conversation.
Claritalk Connect runs across your screen.
The moment things go wrong is rarely the preparation. It's the conversation itself: you talk about the figures, and half your points remain in your folder.
A checklist that monitors, not a tool you need to operate
While you project the income statement, Connect appears at the top of your screen with the points you chose beforehand. Claritalk does this automatically — and that immediately forms the input for your report.
- Works over any screen, even during screen sharing in Teams, Google Meet, or Zoom
- Suggestions based on what is on the table
- Visible to you, not to the client
- No separate video platform needed: you continue to meet where you already do
- No laptop with you? Then record the conversation with our app on your smartphone
- What you tick off, you no longer need to note down afterwards
Everything you promised is already in the right system.
Topics are summarised and automatically fed back. Tasks, time tracking, reports, and conclusions are correctly transferred everywhere — after your approval. You decide what is kept in the history and what is left out.
Example view of the feedback.
From conversation to administration, without an intermediate step
No more losing evenings to reports you've already forgotten by morning. Claritalk writes conclusions where your colleagues expect them.
- Summary per topic: what was decided, by whom, by when
- The conclusion per talking point goes back into Silverfin, directly with the point itself
- Tasks and deadlines in your practice management software
- Time tracking automatically updated based on the conversation
- Report to the client in your own tone, ready to send
- You decide what is kept in the history and what is left out
Why a standalone notetaking tool doesn't solve the problem
Recording your conversation is the easy part. Preparation and follow-up are where time disappears.
Read the full comparison with a notetaker Or the comparison with Vectera| Moment | Notetaker | Dashboard or BI tool | Claritalk |
|---|---|---|---|
| Who needs to attend? | Not supported | Report that someone has to read | Detects and invites automatically |
| File preparation | Not supported | Figures, without context or tasks | Figures, tasks and mandates together, with source |
| During the meeting | Records in the background | Not present | Live checklist and suggestions on your screen |
| After the meeting | Transcript that you process yourself | Not supported | Tasks, hours and report to your systems |
| Talking points from your reporting | Not supported | Not supported | Return with a conclusion in Silverfin AND AdminPulse |
| Where it lives | An extra tool | An extra tab | In AdminPulse, Silverfin, FID-Manager and Outlook |
See it in a meeting you're holding this week.
Create your account and let Claritalk prepare your next appointment. No sales pitch, just your own file.
Prefer to speak with one of our sales team? Schedule a short meeting.