Who this is for
Consultants and freelancers who run back-to-back client meetings and need a defensible record of what was decided and who owns what.
The moment this saves you
A week later the client says “I thought you were handling that,” and I have nothing in writing. The decisions and owners were clear in the room and undocumented an hour later.
See it work
Messy spoken thought in. A clean, structured artifact out.
Okay just wrapped with the Hartley account. Big thing is they approved the scope for phase two, that's locked. They want to push the launch from end of June to mid July because their marketing team isn't ready, I'm fine with that. Action items, I need to send the revised timeline by Wednesday, their side, Janet is going to get me the brand assets by Friday, and we agreed I'd loop in their dev contact, his name is Raj, on the integration piece. Open question still is the budget for the extra month, that's unresolved, they're checking internally.
Client meeting, Hartley account, June 5, 2026
Decisions:
- Phase 2 scope approved (locked)
- Launch moved from end of June to mid-July (their marketing isn't ready)
Action items:
- ☐ Send revised timeline by Wednesday, Me
- ☐ Provide brand assets by Friday, Janet (client)
- ☐ Loop in Raj (client dev contact) on the integration, Me
Open questions:
- Budget for the extra month, unresolved; client checking internally
The workflow
Record a voice note
Hit the hotkey and talk, no formatting, no typing.
Tag it with this context
Contextli shapes your words into the structured output above.
Find it later
Everything's searchable and organised by context.
Pull it into Claude or ChatGPT
Bring your contexts straight into your AI tools with the Contextli MCP.
Your raw recording and transcription stay on your device, so you can always go back to the original.
The prompt behind this context
I'm going to recap a client meeting. Turn it into structured meeting notes with three bold sections: **Decisions** (what was agreed or locked), **Action items** (a checkbox list, `- [ ] task, *owner*`, assign the owner I named, use *Me* for my own items), and **Open questions** (anything left unresolved). Start with a bold "Client meeting, [account], [today's date]" heading. Keep names, dates, and owners exactly as I said them, they're the accountability record. If a section is empty, omit it. Don't invent action items, owners, or decisions. Output only the notes.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Use this context
One click copies it and shows you exactly how to drop it into Contextli.
Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Your raw recording and transcription stay on your device, so you can always go back to the original.
Related contexts
Post-Call Debrief
You hang up and the next call's already ringing. Take twenty seconds to debrief out loud while it's fresh, the real objection, the budget hint, who actually decides, and it lands as a CRM note with next steps, not a vague one-liner.
Standup Update
Standup's in two minutes and you're still reconstructing yesterday. Skip the typing. Talk through your day in whatever order it comes out, and get a clean yesterday, today, and blockers post you can drop straight in the thread.
Code Decision Log
Right after you make the call, while the tradeoffs are still fresh, talk through why you went this way and what you rejected. Three months from now when someone asks 'why a queue here?', the answer is already written down.
Questions people ask
Questions consultants ask about Client Meeting Notes
What is the best way to track expenses on the go?
The most reliable method is to log each item the moment it happens, before you forget it. The Client Meeting Notes context lets you speak the details in plain language and produces an expense entry with amount, category, and date. You capture it in under 20 seconds, without a receipt app or a spreadsheet.
How do I keep track of expenses without a complicated app?
Open Contextli, select the Client Meeting Notes context, and speak it as it happens: what it was for, how much, and the category. The context formats it into an expense entry. At the end of the month you have a log of every entry in a consistent format, ready to hand to your accountant.
Can I log expenses by voice instead of typing?
Yes. The Client Meeting Notes context is built for exactly this workflow. Speak the details in natural language and the context structures them into an expense entry with the relevant fields. The recording stays on your device.
What should each entry include for tax purposes?
For tax purposes, each entry should include the date, the amount, the business purpose, the vendor or payee, and the category. The Client Meeting Notes context captures all of these from your spoken description. Consult your accountant or tax advisor to confirm what records your jurisdiction requires.
How do I add this context to Contextli?
Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.
Is my voice recording private? Does Contextli send it anywhere?
Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.
Can I change what the output looks like?
Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.
Do I need to install an app to use this context?
Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.