Consultants

Meeting and workshop notes for consultants.

A consultant’s value is in what the client decided, and why. When the record of a two-hour workshop is three lines in a notebook, the reasoning you worked hard to build is gone by the time the board reads the recommendation.

What it does

What Scripta handles for you

Three jobs that usually fall to whoever took the notes.

Decisions with the reasoning kept

Each decision carries its reason and the line from the session it came from, so your recommendation can point to what the client said.

A record the client recognises

Send the minutes by link the same day, under your own letterhead when printed.

Follow-through across engagements

See which decisions turned into work and which stalled, across every meeting with that client.

Example meeting · made-up people · output from Scripta

Strategy workshop with a retail client

The new layout will be piloted in Lyon in May and Bordeaux in June, giving two different audiences for comparison as the board requested. Claire Dubois will send the floor plans for both stores, the training pack will be delivered two weeks before each pilot, and Arjun Mehta will draft the pilot success measures, which will go to Dubois first.

Decision
Pilot the new layout in Lyon in May and Bordeaux in June.Helen Brooks: Then the pilot compares two audiences, which is what the board asked for. Claire Dubois: Our concern is staff training. The Bordeaux team is short-handed in May. Arjun Mehta: We could run Bordeaux in June instead. Claire Dubois: June is better for us. Helen Brooks: Decision: Lyon pilots in May, Bordeaux in June.
Task
Claire Dubois will send the floor plans for both stores.No owner named · No date given
Open the full example →
Client workshop template
Workshop · [client] · [date]
Goal of the session: [one sentence]
Participants: [names]

Options discussed
- [option]: [for] / [against]

Decisions
- [decision] (reason: [why], agreed by [name])

Client to provide
- [item] · due: [date]

We will deliver
- [deliverable] · due: [date]

Risks raised
- [risk]
TemplateFree to copy

A template you can use today.

Use it in any doc, with or without Scripta. When Scripta writes the notes, they come out in this shape on their own.

Questions

What people ask first

Does a bot join my client calls?

No. Nothing of Scripta’s joins your call. You record from your browser, or bring the transcript your call tool or recorder already makes.

Can I record an in-person workshop?

Yes. Record from the browser on your laptop, with the participants’ consent, which Scripta asks you to confirm before it starts.

Can the client read the notes without an account?

Yes. Share the minutes by link, with or without a passcode, and turn the link off when you like.

Can I export the decisions for my report?

Yes. Copy them from the meeting, print the minutes to PDF, or export your meetings and tasks as CSV.

Is there a free plan?

Yes. The free plan needs no card and includes AI write-ups and recording minutes every month. Paid plans add more of both, and seats for a team.

Whatever your team, the same promises

Nothing joins your call.

Nothing of Scripta’s ever joins your call. Record in your browser, or bring the transcript you already have.

Decisions keep their source.

Every decision and task is checked against the line it came from, so you can see where it was said.

Your team, your access.

Four roles, enforced on the data. Share a write-up with a client by private link and passcode.

Turn your next meeting into owned tasks.

Free plan, no card needed. Nothing of Scripta’s ever joins your call.

Also see: Startups · Agencies