A Searchable Record of Every Scope and Fee Conversation
Every client call is summarised automatically — scope, timeline, and fee details — giving your firm a consistent record instead of relying on one consultant's memory.
Trusted by 2500+ businesses- Built for your workflow
- AI-powered conversations
- 5000+
- Business Calls Managed Daily
- 24x7
- AI Call Handling
- 100%
- Business Call Tracking
- 1 Dashboard
- Complete Team Visibility
BUILT FOR PROFESSIONAL SERVICES TEAMS
A structured record that supports account continuity
When a client relationship spans months, what was discussed matters. TalkEasy captures a summary after every call, so any account lead has the full picture.
Why teams choose TalkEasy
What makes this different
Built around the way professional services teams actually handle customer calls.
- 01
Captures scope, timeline, and fee details
Summaries reflect what was actually discussed and agreed on a call, not just a generic note.
- 02
Supports account handoffs cleanly
A new consultant taking over an account can review the full call history instead of starting from scratch.
- 03
Gives you a reference for scope disputes
A structured, searchable summary is easier to reference than trying to recall a conversation from memory.
Practical ways to work better
TalkEasy helps AI Call Summaries for Professional Services teams respond faster and stay organized.
Account handoffs
A new consultant reviews a client's call history before their first call.
Scope and fee discussions
Keep a structured, searchable trail of what was agreed.
New business follow-up
Review summaries of early prospect calls before a proposal call.
Benefits for your team
Turn every customer conversation into a clearer next step.
Consistent record across the firm
Not reliant on one consultant's memory of a client relationship.
Smoother account handoffs
New consultants review full history instead of starting over.
A reference for scope discussions
Structured summaries help resolve disagreements about what was agreed.
Key features
Purpose-built for Professional Services teams.
Automatic transcription
Every client call is transcribed in the background.
Structured summaries
Scope, timeline, and fee details are extracted automatically.
Next-action suggestions
Each summary flags a suggested next step, like sending a proposal.
Searchable call history
Search past conversations by client or account.
Get started in minutes
Set up your industry workflow in a few simple steps.
- 1
Calls are transcribed automatically
No extra setup needed.
- 2
AI extracts the summary
Scope, timeline, and fee details are captured.
- 3
Review and search anytime
Find a specific client's call history quickly.
Manage Calls on the gowith the TalkEasy App
Available on Android and IOS, Stay connected with your team and customers, anytime, anywhere
Trusted by Businesses That Never Miss a Call
From startups to growing teams, businesses rely on TalkEasy to streamline communication and close more opportunities.
“The AI summaries and analytics help us coach our team better. We save 10+ hours every week on call reviews”
RSRohit Sharma
Business Owner
“We stopped losing leads to missed calls. Every enquiry now gets a callback the same day, automatically.”
PMPriya Mehta
Business Owner
“Setting up numbers for the whole sales floor took an afternoon. The shared inbox alone was worth it.”
NSNidhi Singh
Business Owner
Frequently asked questions about AI Call Summaries for Professional Services
- Yes, summaries reflect what was actually discussed and agreed during the call.
- Yes, summaries give a new consultant taking over an account the full picture instead of starting from scratch.
- Many firms use structured summaries as a reference point for what was discussed, which can help resolve disagreements later.
- Yes, call summaries are searchable by client or account.
- Yes, new business and prospect calls are summarised the same way as existing client calls.
Keep a searchable record of every client call
Set up AI call summaries for your firm.
Get AI Call Summaries