Client meetings that become business records

sessions.im

Secure browser meetings for UK accounting firms, with the transcript, recap, artifacts, and audit trail attached to the work that follows.

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Session RecordClient onboarding scoping call
Completed
Firm type
UK accounting firm
Duration
42 min
Consent
Captured before recording
  1. Accountant

    Thanks for joining. We will record this call so the onboarding decisions become a business record.

  2. Client

    We need payroll, VAT registration, and a clear deadline for the first management accounts pack.

  3. Accountant

    I have marked VAT registration as urgent and linked payroll setup to the same owner.

  4. Client

    The audit trail is useful because the finance lead will ask why the deadline moved.

  5. Accountant

    I will share the recap internally first, then send the approved version through the client portal.

Placeholder asset uses anonymised pilot-style content until a consented real pilot session is supplied.