What is Meetingize

Meetingize is an app for recording or importing real meetings (in person, phone, video), turning them into a transcript with speaker diarization, and generating an AI meeting report plus professional documents from templates adapted to your job. Documents can be sealed as a “proof of advice” record. It runs on the web and on iOS.

Typical workflow

1. Record a meeting in your browser or on your iPhone, or import an existing audio/video file.
2. Meetingize transcribes the recording and identifies who said what (speaker diarization).
3. It generates an AI meeting report: summary, minutes table by speaker, key takeaways, action items.
4. From that report, generate a professional document (for example an advisory engagement letter or a suitability report) using a template adapted to your profession.
5. Edit the document, export it (PDF or Word), and optionally seal it to create a proof-of-advice record.
6. Share the meeting or the document with colleagues or clients, with read or write access.

Who is Meetingize for

Meetingize is built for professionals who have client conversations and need a reliable record of what was discussed and advised: insurance brokers, wealth management advisors, lawyers, consultants, and other advisors who meet clients regularly. It is particularly useful for professionals subject to advice-duty regulations such as the Insurance Distribution Directive (IDD/DDA) or MiFID II, who must be able to document the demands, needs and advice given to each client.

Learn more

• Create an account and sign in
• Record a meeting
• Import an audio or video file
• Transcription and speaker diarization
• The AI meeting report
• Professional personas and document templates
• Generating and exporting documents
• Proof of advice and sealing
• Sharing a meeting
• Clients, tags and search
• The iOS app
• Plans and quotas
• Privacy and security
• Frequently asked questions