Protokol turns every important meeting into finished back-office work — summary, action items, follow-up email, filled forms, client record, and a searchable memory. No bot ever joins your call.
Desktop app for Windows today · Mac coming later · any browser can upload recordings
The installer isn’t code-signed yet, so Windows will show a “Windows protected your PC” screen. Click More info, then Run anyway.
Pick a meeting, then scroll — the transcript writes itself and the record fills in, line by line. Scroll back up to rewind.
You don’t lose the deal, the case, or the patient on judgment — you lose evenings to write-ups. Protokol removes the paperwork without removing the paper trail.
Every meeting becomes a structured, evidence-backed record — with every answer mapped to the exact moment it was said.
Each form field shows the exact quote from the transcript it was drawn from, plus a confidence rating. No black box.
The summary, action items, and evidence pack are generated immediately after the call — before your next meeting starts.
Recording tools give you a transcript. Protokol gives you a completed, defensible form: any questionnaire you use — from intake sheets to structured templates — mapped to the moment it was addressed, scored, and flagged where evidence is thin.
“…I wouldn’t want to risk more than about a fifth of it.” — 00:14:22
Protokol builds a running record for every client, patient or account you meet with — commitments, facts and open items, carried forward so nothing gets re-asked or forgotten.
The moment a meeting ends, Protokol routes the record to the systems you already use — and drafts the client follow-up for your approval.
Fourteen capabilities, one quiet back office behind every meeting.
Any questionnaire — intake, KYC, regulatory or otherwise — completed from the transcript, with evidence quotes.
English, Spanish, French, German, Portuguese, Arabic, Hebrew and more — full RTL support for right-to-left scripts.
Estimated speaker labels on every transcript — you confirm who’s who, and confirmed names flow into the dossier.
Drop any PDF or DOCX questionnaire; Protokol maps and answers your questions.
Already have a transcript from Zoom, Teams or elsewhere? Paste it in and Protokol turns it into finished work.
A dated, audit-ready folder per meeting, organised by client.
Push the meeting record to your CRM and ping a Slack channel on close.
The client recap email writes itself from the meeting and sends on approval.
Ask a question across every meeting and get the answer with its source.
A running timeline of facts and commitments for every person you advise.
A clear completion score per meeting, with the missing items called out.
Download the full meeting as a PDF or ZIP for an inspection, in one click.
A spoken consent line ready to read aloud when you hit record, logged with the meeting.
Adversarial prompts in a transcript are detected and quarantined, not obeyed.
If your work carries a compliance checklist — ISA, FCA or SEC suitability, KYC, AML — Protokol answers every field from the conversation and flags anything missing. It’s a premium layer, not a requirement: teams outside regulated markets never see it.
All data is processed and stored in EU-Central infrastructure — never moved outside the region.
Encryption in transit and at rest, with row-level isolation so one firm can never see another’s records.
A consent notice is posted to every meeting, and the consent log is part of each evidence pack.
A read-only connection, scoped to your account, so your AI assistant can answer questions about your meetings — without you digging through the dashboard.
“What did David say about his risk tolerance last quarter?” — answered with the source meeting and a citable quote.
Ask what Protokol remembers about a client, and get their running history back with sources.
Ask which required questions are still unanswered for a meeting or a client.
Pull every outstanding task across your meetings, filtered by client or date.
The connection can only read what you already have — it can never send, edit, delete or schedule anything on your behalf.
A personal, revocable token sees only your own meetings and anything explicitly shared with you — never another user’s data.
Each question your AI asks is recorded in an audit log you can review in Settings.
Protokol is new — these are the workflows it was built for.
An adviser finishes a client review call. Before she’s left the room, Protokol has answered her suitability checklist from the conversation — every answer linked to the exact quote — drafted the follow-up email, and filed the record to Drive.
A sales lead runs six discovery calls a day. Protokol fills the MEDDIC sheet for each one, files the notes to the CRM webhook, and flags the questions nobody asked.
A manager’s weekly 1:1s used to vanish into thin air. Now every commitment is captured, assigned, and chased — automatically.
Start free. Pay for the work it does for you: every form filled, every CRM updated, automatically.
Record it, upload it, or paste the transcript — your next meeting is finished work before you’ve left the room.