Does it work across lots of different clients?

Yes. Heidi keeps a separate memory per client, so every recap, deliverable and follow-up stays scoped to the right engagement, with the full history of what was decided.

Will it sound like me?

Yes. Heidi learns how you write and drafts in your voice and structure, so you're editing your own style, not stripping a robot tone out of it.

Is client data private and GDPR compliant?

Yes. Everything is encrypted in transit and at rest, hosted in the EU, GDPR compliant, never sold and never used to train third-party AI. Data is retained until you delete it, and a DPA is available for client engagements.

How much time does it actually save?

Early-access consultants report clawing back around five hours a week of admin, recaps, decks and follow-ups, straight into billable thinking. That is close to a whole extra engagement.

What if my client doesn't want to be recorded?

Heidi joins as a visible participant your client accepts and asks before anything is captured, with one-click deletion. Much of the value, prep and drafting from your own notes and read of the session, does not require recording the other party.

the overthinkers · for consultants ✦

Sound brilliant. Without burning a brain cell.

You sell clarity, but you live in chaos. Every client call turns into pages of notes, a deliverable you owe by Friday, and a follow-up you'll write at 11pm. The thinking, the part they actually pay you for, gets squeezed out by the admin. I take the admin. I capture the session, draft the deliverable in your voice, and flag the next project before it slips past you.

Try me free for 14 days See a real client story

5.0G2 + Google · beta+1,400 operators in early access

Client · Lemairesummarized

raw notesscope creep?budget Q32nd project??who owns SOWtimeline riskrenewal

Recap, instant

3 decisions · 5 next steps · 2 risks, from a 90-min workshop.

ready

Opportunity flagged

They mentioned a second project, unprompted. Don't let it slip.

opp

Deliverable drafted

Summary doc built in your voice, ready for your name on it.

[ MEDIA, real recap PNG capture · lines appear one by one (5s GIF) on scroll ]

what is Heidi for consultants?

Heidi is an AI meeting copilot for consultants. It captures every client session, distils it into decisions, next steps and risks with owners and dates, drafts the recap and deliverable in your voice ready for your review, and flags upsell opportunities the moment a client hints at them. You bill for thinking, not for typing up what was already said.

Heidi keeps a separate memory per client, integrates with your calendar, docs and CRM, and runs on Zoom, Google Meet and Microsoft Teams. It is built for strategy consultants, independent advisors, agencies and freelancers. Plans start at €40.84 a month, with a 14-day free trial and a DPA available for client engagements.

the question every consultant asks

Can AI actually write my deliverables?

Yes, and that is the point. Every consultant tool stops at “transcript.” Heidi keeps going until there is a document with your name on it, ready to send.

Heidi turns a ninety-minute workshop into a client-ready draft in your voice: the decisions locked in, every action assigned with an owner and a date, the risks flagged, and the opportunity the client hinted at pinned at the top. You do thirty minutes of refining instead of three hours of writing, and your evening is your own again.

Capture

I sit in and transcribe, tracking who decided what across every stakeholder and tangent.

Distil

The beautiful mess distilled into decisions, next steps and risks, each with an owner and a date.

Draft

The recap doc and follow-up, written the way you would write them, ready for your name on top.

Send

You tweak and send in minutes, not your evening. Clients think you got faster.

Clients think you got faster. You just stopped typing up what was already said.

anatomy of an upsell she nearly missed

The second project hiding in a throwaway line.

Camille runs solo strategy engagements. Her Lemaire workshop ran ninety minutes and went everywhere: five stakeholders, three tangents, the usual beautiful mess. The kind of session where the real signal drowns in the noise by the time you sit down to write it up.

Forty minutes in, a stakeholder said, almost in passing: “Honestly, we'll probably need this whole thing for the EU rollout too.” Everyone moved on. Camille, mid-facilitation, didn't clock it. That's a second engagement, not small talk. Flagged it: raise it before you send the recap.

By the time the call ended, I'd drafted her recap deck, assigned the five next steps, and put the EU comment at the top as an opportunity. Camille mentioned it in her follow-up that afternoon. It became a second contract, one she'd have left on the table, buried under her own notes.

of admin clawed back every week, straight into billable thinking.

I didn't win her the second project. I just made sure she heard the client offer it.

MEDIA: recap with the opportunity pinned at the top (optional)

more than a note-taker

Not one more app. The whole back office.

A note-taker transcribes. A doc tool needs you to write. A research tab needs you to dig. You were stitching four things together after every client call. I do the jobs they each do half of, per client, in one place.

Note-takera transcript you still have to mine

Doc toolblank page, you write the deliverable

Research tabsyou dig before every client call

Client folder chaosscattered across drives

Heidi

Capture, distil, draft, research and a memory per client. One meeting copilot that runs your back office while you run the engagement.

Where an alternative is genuinely fine: if you only want a searchable transcript and you enjoy writing every deliverable yourself, a note-taker does the capture for less. If you already draft in a doc tool and don't mind editing a generic first pass, that works too. Choose Heidi if you'd rather bill for the thinking and have the client-ready draft, in your voice, upsell flagged, waiting when the call ends.

who it's for

Built for people paid to think.

A chaotic workshop turned into a structured deck and next steps

Decisions, owners and dates captured while you facilitate

The write-up drafted in your voice, not lost to your evening

The upsell flagged the moment a client hints at it

Early-access operators already running their client work on me

they said it, not me

Consultants who stopped drowning in admin.

Verified on G2

Before meetings it builds agendas and highlights key points from previous conversations. Afterward it delivers a sharp, action-oriented summary with decisions, risks, opportunities and weak signals. It turns every conversation into actionable intelligence.

Ida L.

CEO, small business

Early access

My deliverables used to eat every evening. Now the first draft is waiting when the call ends, in my voice. Thirty minutes of refining instead of three hours of writing. Clients think I got faster.

Strategy consultant

Independent practice, early access

Early access

It caught an upsell I'd have completely missed. I was facilitating, not listening for business. That one flag paid for a year of Heidi in an afternoon.

Independent consultant

Solo advisory, early access

A separate memory per clientEncrypted, never soldNever trains anyone else's AI

straight answers

The questions consultants actually ask.

one last thing ✦

Drowning in client notes? Let me show you the one-click version.

Ten seconds, and I'll go first.

Sound on, it's a real voice call