SOC 2 Type II
Independent audits verify the controls protecting every client recording and transcript.
For consultants and advisory teams
AI notetaker for consultants who want their billable hours back
Every hour you spend writing up notes is an hour you can't bill. HappyScribe captures client conversations across Zoom, Google Meet, Microsoft Teams, and on-site meetings. Get accurate transcripts in 150+ languages, plus structured summaries and clear action items within minutes.
Trusted by teams at 41,000+ organizations
95%+
accuracy on client meeting notes
150+
languages for multinational engagements
6M+
professionals use HappyScribe
41,000+
teams run on HappyScribe
Made for every practice
One notetaker for every kind of consulting work
Whether you run your own practice, manage a team of consultants, or juggle a dozen agency clients, HappyScribe takes care of the notes.
You're the delivery team and the back office
When every non-billable hour comes straight out of your evening, note-taking admin is the first thing worth automating. The browser-based AI Notetaker covers your virtual calls while the mobile app covers everything that happens in the room.
- Auto-join every client call on Zoom, Google Meet, or Microsoft Teams via calendar sync
- Record in-person sessions on the iOS or Android app, even offline
- Get ready-to-share meeting notes
Every workstream, visible to the whole team
Managers see decisions without sitting in every meeting. New consultants ramp on past notes and call recordings, not handover meetings.
- Consistent summaries and action items across every call
- Shared workspace with private folders for client-level access
- Ask AI Chat what was decided across the engagement
From five clients to fifty, notes stay sorted
Client calls stay organized in individual folders. Before a review, query that client's entire call history and walk in with every commitment at hand.
- Per-client folders with retention controls
- Your agency's branding on the notetaker bot (Pro)
- Prep for reviews by asking AI Chat across a client's whole call library
Move from discovery call to deliverable, automatically
A few minutes after your call ends, everything's ready to share: the video recording, the full transcript, a clear summary, the decisions made, and every action item with its owner.
A summary built for handing over
Key points and decisions structured so they drop straight into your status deck or engagement log.
Action items with owners
Every commitment captured with who owns it, from your side and the client's.
Who said what
Speaker labels across every client stakeholder, so quotes in your findings are attributed correctly.
Share in one click
Send the recap to your client or team the moment it's ready, from the same screen.
Works online and offline
Capture workshops and interviews wherever the work takes you
Not every client conversation happens on a video call. Workshops, stakeholder interviews, and site visits happen in the room, where a calendar bot can't follow. The HappyScribe app for iOS and Android has it covered:
- Records in-person sessions even offline
- Syncs with the same accuracy, speaker detection, and 150+ languages
- Offers one searchable record, ready to quote in your deliverables
AI skills
AI skills that give you your billable hours back
Use HappyScribe's AI features to turn raw client conversations into polished, handover-ready work.
Recaps ready to use
Choose from summary templates built for client calls, project updates, interviews, and more. Get a structured recap minutes after the conversation ends, ready to drop into your engagement log or client file.
Every commitment, captured
Automatically extract action items and assign owners on both sides, so nothing agreed in week two comes back as a surprise in week eight.
Know who said what
Speaker labels link every comment to the right stakeholder. Your findings stay clear, credible, and easy to reference.
Ask questions across every client conversation
Search a single call, a client folder, or your entire library to get cited answers and supporting evidence ahead of your next steering committee meeting.
Fluent in your client's jargon
Set custom glossaries for acronyms and industry terms, so every transcript gets the details right from the start.
Multinational engagements covered
Capture meetings in 150+ languages, for cross-border teams and international stakeholders.
Notes in your client's language
Translate meeting notes into 80+ languages when the working language and the client's language differ.
Invited last-minute? Covered
Paste any meeting URL and the notetaker joins, even for calls that never touched your calendar.
Bot-free when it matters
Record through the browser with no bot participant, for clients who prefer not to see one join.
Each client walled off
Per-client folders with access control keep confidential engagements confidential.
Match your data commitments
Set retention rules so notes are kept, or deleted, exactly as your contracts require.
Fits the tools your practice already runs on
Calendar sync with Google Calendar and Outlook, native capture on Zoom, Google Meet, and Microsoft Teams, and Zapier to connect notes to 5,000+ apps.
Built to pass your clients' toughest security reviews
Client conversations carry sensitive information. HappyScribe gives you the controls and documentation needed to answer security reviews with confidence.
GDPR compliance
Built to support European data protection requirements across your transcription workflow.
EU Tier IV data center, ISO 27001 and PCI DSS compliant
Client recordings, transcripts, and notes stay securely hosted in Europe under independently recognized security standards.
No AI training on your content
Client conversations are never used to train machine-learning models unless you explicitly opt in.
SSO for Business
Single sign-on gives your firm central control over account access.
Retention controls
Set retention periods by client or contract, then delete data when the engagement ends.
Private folders
Keep each engagement separate with folder-level access controls for client work.
NDA-backed human transcription services
Use vetted transcription professionals working under NDA when a deliverable needs human review.
Transcribing is super accurate - just a little editing here and there. It has saved me hours of time.
Sarah James
·
Verified review on Trustpilot
Customer stories
Frequently asked questions
How does the AI Notetaker join my client calls?
There are four ways to capture a call with HappyScribe:
- Calendar sync with Google Calendar or Outlook auto-joins your scheduled Zoom, Google Meet, and Microsoft Teams calls.
- The HappyScribe AI note taker joins any call from a pasted meeting URL, which covers last-minute client invites that never touched your calendar.
- The browser recorder captures the call without any bot participant.
- HappyScribe mobile app captures in-person conversations offline, and turns them into shareable insights once you're back online.
Can I record in-person workshops and site visits?
Yes. The HappyScribe mobile app for iOS and Android records in-person sessions even when you're offline, then syncs them with the same accuracy, speaker detection, and support for 150+ languages. Workshop recordings and discovery interviews become editable transcripts that sit alongside your call notes, ready to quote in your deliverables.
What do I get after each client meeting?
Minutes after the meeting ends, five things are waiting for you:
- Audio and video recording:The whole conversation captured, so you can revisit it for verification.
- A structured summary:Key points and decisions, ready to drop into your engagement log or status deck.
- Action items with owners:Every commitment captured, from your side and the client's.
- A full transcript:Every word, with speaker labels across all stakeholders.
- One-click sharing:Send the recap to your client or team the moment it's ready.
How do I keep different clients' notes separate and confidential?
Private folders with access control keep each client's calls walled off from the rest of your workspace. Retention controls let you keep or delete notes to match each contract, and workspace roles make sure only the right people see each engagement.
Does it work for multinational engagements?
Yes. HappyScribe supports 150+ languages and dialects, and notes can be translated into 80+ languages when your working language and your client's language differ. When a deliverable needs around 99% accuracy, human-checked transcription is available in 60+ languages.
Is my clients' data secure?
Yes. HappyScribe is SOC 2 Type II certified and GDPR compliant, data lives in an EU Tier IV data center, and your content is never used to train AI models unless you opt in. Human transcription services are backed by NDAs. You'll find the full details on our security page.
Is there a free plan?
Yes. HappyScribe's free plan includes unlimited meeting recordings up to 45 minutes each, a 10-minute AI transcription trial, and 3 AI file analyses. No credit card required.
HappyScribe for every team
Purpose-built solutions for every kind of team and workflow.
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