Scoping calls
Quote from what was actually said. The transcript is your scope of work.
For accounting firms
Every client conversation, on the record.
Scoping calls, onboarding, advisory sessions, and document follow-ups — each one recorded with consent, transcribed, recapped, and filed where your practice can find it in seven years' time.
Book a demoClient onboarding
ID checks, engagement terms, and first documents collected in one recorded session.
Advisory sessions
Tax and structuring advice with a consent-logged record of exactly what was recommended.
Document follow-ups
Clients photograph the HMRC letter on the call. It lands in the session file, not a chat scroll.
Walkthrough
One scoping call, booking to audit pack
hartwell.sessions.im/bookScoping call — 45 min09:0010:0011:30WhatsApp reminder sent to James, 1 hour before
1 · The client books
From your firm's booking page. Reminders go out by WhatsApp and email.
Scoping call — Okafor LtdRecordingConsent acknowledged by James Okafor at 10:01:04
2 · The call happens
Browser only. Consent is asked, logged, and timestamped before recording starts.
Audit pack — SR-2026-0341Consent log · CompleteTranscript · 42:18File manifest · 2 filesAccess logExport audit pack
3 · The record is sealed
Recap sent to the client; the audit pack is ready for a regulator, forever.
"A two-sentence quote from a practice partner about disputes that no longer happen, in their own words."
Partner name · Firm name · location