Client meetings: every approval, in their exact words
Client relationships run on remembered conversations — and the client’s memory always favors the client. “We never approved that invoice line.” “You said it would be included.” Donna attends your client calls and keeps the record straight: what was approved, what was promised, in whose words, at what timestamp. And because sharing is explicit, you can tell clients the read is in your private Donna workspace — not auto-published to a recap tool they never agreed to.
What goes wrong without a real record
- Scope creep starts verbally, in a meeting, weeks before it shows up in email.
- Disputes come down to whose notes you trust — and both sides wrote their own.
- Uploading confidential client calls to a US SaaS cloud can violate your own NDA before the meeting is even over.
What Donna catches here
“Yes, go ahead with the extra revision round” — captured verbatim with a timestamp. The next scope dispute is a lookup, not an argument.
Approvals that came with unstated tradeoffs get flagged, so you can price the change order before it becomes a favor.
The renewal question you raised that the client smoothly stepped past — surfaced while there is still time to act on it.
Deliverables pinned to owners and dates on both sides — including the assets the client owes you, which are the ones that always slip.
All nine sections of the default read, explained: meeting intelligence vs meeting notes.
Questions, answered straight
Can I record client meetings without breaching confidentiality?
Custody is usually the issue in NDAs — who holds the data. Donna keeps recordings, transcripts, and reports in your private workspace behind Google sign-in. Consent rules for your jurisdiction still apply, same as any recorder.
Can Donna help with billing disputes?
Donna’s Receipts section quotes commitments word-for-word with timestamps, and the screen recording preserves what was actually shown and agreed. That is exactly the evidence a billing dispute turns on.
Does the client see Donna in the meeting?
Yes — Donna joins Google Meet as a visible participant and the host admits her like any guest. Transparent attendance is deliberate: a silent hidden recorder is not something you want in a client relationship.
Put Donna in your next meeting
Access is open — sign in with your Google account and she’s in your dashboard in minutes. Rolling out to a whole team, or want a hand with the server setup? We’re glad to help.