Client meetings that become business records.

Secure browser calls with scheduling, recording, transcription, WhatsApp and email reminders, and audit-ready records — built for accounting firms.

Built for UK accounting firms. API-first for business software.
Session record

Scoping call — Okafor Ltd

Hartwell & Co Accountants · 3 July 2026, 10:00–10:42 BST · 42:18

Audit pack
SR-2026-0341
Host
Sarah Hartwell
Guest
James Okafor
Consent
Consent logged 10:01:04
00:04:12

Sarah Hartwell — You'll cross the VAT threshold this quarter, so we should register now rather than backdate it later.

00:04:31

James Okafor — Understood. And payroll — we're at six staff from March.

HMRC-letter.pdfChat — 14 messagesRecap sent 11:20
The problem

Client conversations are too important to disappear into meeting links.

Advice given on a call has no record. When a client disputes it, it is your word against theirs.

Recordings — when they exist — live in personal drives and expire with the meeting link.

There is no consent trail. Recording a client without a logged acknowledgement is a liability, not an asset.

Notes typed up after the call capture half of what was agreed, hours later.

Files shared in meeting chat vanish when the call ends. The HMRC letter is somewhere.

Nothing connects the conversation to the client file. Your practice system never finds out.

How it works

From booking to business record

1 · Schedule

Booking page, templates, WhatsApp and email reminders.

Recording

2 · Meet

Clients join from a browser link. No downloads, no accounts.

3 · Record & transcribe

Consent logged, every word timestamped.

4 · Recap

Next steps and documents requested, reviewed before sending.

5 · Attach to the client record

Filed against the client in Bryxo, or exported anywhere.

Bryxo integration

Run client sessions directly from Bryxo.

Start a scoping session from a prospect record. The recording, transcript, files, and recap file themselves against the client — no copying, no uploads.

Activate sessions.im for Bryxo
Okafor LtdProspect
Contact
James Okafor
Stage
Scoping
Works standalone

No Bryxo? No problem.

sessions.im is a complete meeting platform on its own: scheduling, calls, records, and audit packs under your firm's subdomain. Export everything, any time. The Bryxo integration is a shortcut, not a requirement.

  • Your own booking page at firmname.sessions.im
  • Records export as PDF audit packs
  • Connect other software later via the API
create-session.sh
$ curl -X POST https://api.sessions.im/v1/sessions \
  -H "Authorization: Bearer sk_live_…" \
  -d '{
    "template": "scoping-call",
    "host": "[email protected]",
    "guest": { "email": "[email protected]" },
    "record": true
  }'

201 · join_url: "hartwell.sessions.im/j/8kq2"

REST API, webhooks, and an embeddable JS widget with incoming-call ringing.

Read API docs
UK/EU data regionAdmin MFAConsent logsRetention policiesLegal holdRead the security page
Pricing

Plans that scale with your firm

14-day free trial. No card required. Guests are always free.

Starter

£49/month

2 hosts · 1 workspace

  • 500 recorded & transcribed minutes/mo
  • 100 GB storage
  • 100 WhatsApp notifications/mo

Business

£399/month

15 hosts · 10 workspaces

  • 10,000 recorded & transcribed minutes/mo
  • 2 TB storage
  • 2,000 WhatsApp notifications/mo
  • API access · Legal hold · Access logs

Turn your next client call into a complete session record.