Quick Setup
1Meeting Info
2Client Goals & Needs
3Discussion Notes
4Notary-Specific Notes
5Action Items
6Follow-Up Plan
Skip the typing entirely
With Christine, you just voice-note your meeting summary. She turns it into structured notes, saves them to Google Docs, and creates follow-up tasks — automatically.
Example voice note
“Hey Christine, just finished a meeting with Sarah. She wants to Voice note from the car: 'Chung refinance at 1847 Pine, notarized deed of trust and 2 affidavits, signer ID California DL ending 4821, journal entry #247'. Follow up on Thursday.”