Client meetings
Document every consulting session with accurate transcriptions and executive summaries.
Discovery sessions
Capture all client requirements and needs from day one.
Turn every meeting into valuable documentation for your client and your team.
6 ways Xivalo improves your consulting
Automatic reports
Generate professional reports after each meeting with one click.
Project history
Maintain a complete record of all interactions with each client.
Clear action items
Extract commitments and next steps automatically.
Smart search
Find any discussed topic in seconds.
Team collaboration
Share insights with colleagues securely.
Time savings
Spend less time on notes and more on delivering value.
Organize projects in Channels
A Channel for each client
Keep all documentation for each project organized and accessible.
- Create a Channel per client or project.
- Access the complete meeting history.
- Share with your team or with the client.
Deliverables management
Never miss a client commitment. Manage all deliverables in one place.
- Extract action items from each meeting.
- Assign tasks to team members.
- Track progress.
Prepare meetings with context
Before each session, review the complete history with the client.
- Summarize previous conversations.
- Identify pending topics.
- Come prepared to every meeting.
Calendar integration
Xivalo joins your meetings and documents everything automatically.
- Connect your work calendar.
- The bot joins every scheduled meeting.
- Receive the report after each session.
- Share documentation with the client.
Project metrics
Understand how you distribute your time among clients and projects.
- Measure hours dedicated to each client.
- Analyze most discussed topics.
- Optimize your consulting time.
