The AI meeting back office

The meeting ends.
The paperwork
is done.

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.

EU-HOSTEDGDPRSOC 2-READY30+ LANGUAGES
getprotokol.app / meetings / suitability-review
Protokol meeting detail — meeting summary, tracked action items and transcript quotes
Dossier filed to Drive • 0:47
GDPR-aligned Secure checkout via Paddle Your data, your Google Drive EU-Central hosting
See it work

Every meeting, turned into finished work.

Pick a meeting, then scroll — the transcript writes itself and the record fills in, line by line. Scroll back up to rewind.

getprotokol.app / meetings / demo
Suitability record0/8 filled
scroll to play the meeting
Try the live demo — no sign-up
The cost of manual notes

Forty-five minutes of paperwork, per meeting, gone.

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.

0 min
Manual write-up per meeting
100%
Answers linked to a transcript quote
30+
Languages supported worldwide
<60s
From call ended to filed dossier
The app

A record so clear, anyone downstream could act on it.

Every meeting becomes a structured, evidence-backed record — with every answer mapped to the exact moment it was said.

getprotokol.app / meetings / detail
Protokol meeting detail page — Meeting with Ellie Cohen: summary, tracked action items and transcript quotes
Every item tracked, answered and cited

Every answer, cited.

Each form field shows the exact quote from the transcript it was drawn from, plus a confidence rating. No black box.

Ready the moment the call ends.

The summary, action items, and evidence pack are generated immediately after the call — before your next meeting starts.

Filled forms

Your forms, answered from the conversation — with the quote attached.

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.

  • Field-level mapping to your regulator’s form
  • Every answer linked to a verbatim transcript quote
  • Confidence rating and gap flags on missing items
suitability-review.json — evidence view
Questionconfidence
Capacity for losshigh
Knowledge & experiencehigh
Investment objectivemedium
Existing commitmentsmissing

“…I wouldn’t want to risk more than about a fifth of it.” — 00:14:22

Client record & memory

Every meeting adds to the story, automatically.

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.

  • Action items tracked and carried into the next meeting
  • A client record that updates itself after every call
  • Searchable memory across every meeting you’ve had
R. Adler — client record
Client record
3 new facts logged this meeting
Action items
2 tracked, 1 due this week
Searchable memory
12 past meetings indexed
Filing & hand-off

Filed everywhere it needs to be, automatically.

The moment a meeting ends, Protokol routes the record to the systems you already use — and drafts the client follow-up for your approval.

  • Dated, audit-ready folder per meeting in Google Drive
  • Webhooks to your CRM and a Slack channel
  • Recap email written from the meeting, sent on approval
routing — on meeting close
Google Drive
/Clients/Adler/2026-05-29 — Suitability.pdf
CRM webhook
contact updated · note attached
Recap email
drafted — awaiting your approval
Everything Protokol does

Built for the way real work actually happens.

Fourteen capabilities, one quiet back office behind every meeting.

Custom templates

Any questionnaire — intake, KYC, regulatory or otherwise — completed from the transcript, with evidence quotes.

30+ languages

English, Spanish, French, German, Portuguese, Arabic, Hebrew and more — full RTL support for right-to-left scripts.

Speaker attribution

Estimated speaker labels on every transcript — you confirm who’s who, and confirmed names flow into the dossier.

Upload your own forms

Drop any PDF or DOCX questionnaire; Protokol maps and answers your questions.

Transcript import

Already have a transcript from Zoom, Teams or elsewhere? Paste it in and Protokol turns it into finished work.

Google Drive filing

A dated, audit-ready folder per meeting, organised by client.

CRM & Slack webhooks

Push the meeting record to your CRM and ping a Slack channel on close.

Drafted follow-up

The client recap email writes itself from the meeting and sends on approval.

Cross-meeting search

Ask a question across every meeting and get the answer with its source.

Per-client memory

A running timeline of facts and commitments for every person you advise.

Score & gap flags

A clear completion score per meeting, with the missing items called out.

Evidence-pack export

Download the full meeting as a PDF or ZIP for an inspection, in one click.

Consent capture

A spoken consent line ready to read aloud when you hit record, logged with the meeting.

Injection protection

Adversarial prompts in a transcript are detected and quarantined, not obeyed.

For regulated teams

Compliance forms, answered and cited — for teams that need them.

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.

Security & data residency

Client data treated the way a regulator would want.

Hosted in the EU

All data is processed and stored in EU-Central infrastructure — never moved outside the region.

Encrypted, isolated, per-user

Encryption in transit and at rest, with row-level isolation so one firm can never see another’s records.

Consent on the record

A consent notice is posted to every meeting, and the consent log is part of each evidence pack.

Security posture,
at a glance.
  • GDPR-aligned data handling
  • EU-Central hosting & storage
  • Encryption in transit & at rest
  • Row-level data isolation per firm
  • Prompt-injection defences on every transcript
  • Exportable, time-stamped audit trail
Ask your AI

Connect Claude or ChatGPT to your own meetings.

A read-only connection, scoped to your account, so your AI assistant can answer questions about your meetings — without you digging through the dashboard.

Search your meetings

“What did David say about his risk tolerance last quarter?” — answered with the source meeting and a citable quote.

Recall a client

Ask what Protokol remembers about a client, and get their running history back with sources.

Check what's still missing

Ask which required questions are still unanswered for a meeting or a client.

List open action items

Pull every outstanding task across your meetings, filtered by client or date.

Read-only, always

The connection can only read what you already have — it can never send, edit, delete or schedule anything on your behalf.

Scoped to your account

A personal, revocable token sees only your own meetings and anything explicitly shared with you — never another user’s data.

Every query logged

Each question your AI asks is recorded in an audit log you can review in Settings.

Built for this

What your next meeting could look like

Protokol is new — these are the workflows it was built for.

Financial advisory

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.

Illustrative scenario · not a real testimonial
Sales

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.

Illustrative scenario · not a real testimonial
Team management

A manager’s weekly 1:1s used to vanish into thin air. Now every commitment is captured, assigned, and chased — automatically.

Illustrative scenario · not a real testimonial
Pricing

Simple, and honest about it.

Start free. Pay for the work it does for you: every form filled, every CRM updated, automatically.

Free
$0 /mo
Free forever, no card. 10 finished meetings a month.
  • Unlimited recording and transcription
  • Transcribed on your own computer, so your audio never leaves it
  • Full history and search across every meeting
  • 10 finished meetings each month — summary, decisions, action items
  • A weekly digest of your meetings by email
  • 30+ languages, including Hebrew and Arabic RTL
Start free
Solo
$24 /mo
billed annually, or $29 monthly
The back office for a one-person business.
  • Everything in Free, plus:
  • Unlimited AI summaries and form-fill
  • The follow-up email, drafted and sent for you
  • Client memory and pre-meeting briefs
  • CRM auto-update and Google Drive filing
  • API and MCP access
Start free
Most popular
Team
$41 /seat / mo
billed annually, or $49 monthly
Everything in Solo, for everyone.
  • Everything in Solo, for every seat
  • Share any meeting with a colleague
  • Admin controls and shared templates
  • Org analytics and form coverage
  • Publish templates to the marketplace
Start free
Professional
$84 /seat / mo
billed annually, or $99 monthly
For firms that need to show what was discussed.
  • Everything in Team, plus:
  • Append-only record trail our own code cannot modify
  • Verified export, checkable by a third party
  • Retention up to 7 years while your subscription is active
  • Advanced admin controls
Start free
Save at least 15% when you pay yearly Cloud Archive: $5 / account / month per 25 GB Your recordings stay on your own computer unless you ask us to keep them. Add Cloud Archive to keep a cloud copy, then delete local copies when you want to free disk space. You only pay for what you store.
30-day money-back guarantee No credit card to start Secure checkout via Paddle
Questions

The things people ask first.

Does a bot join my meetings?
No. Protokol never joins your calls. Record with the desktop app, upload the audio or video afterward, or paste in a transcript from wherever the meeting happened — Protokol turns whichever you choose into a finished record, with a ready-made consent line if you want to tell the room it’s being recorded.
Do you train AI models on my meetings?
No. Your recordings, transcripts and summaries are never used to train or improve any model — not ours, and not a vendor’s. Transcription runs on your own computer, and the only thing sent to an AI provider is the text needed to write your summary for you. Your clients’ conversations are your record, not our training data.
Where is my client data stored, and is it secure?
On the free plan your recording is transcribed on your own computer and never uploaded at all. Anything we do store, such as transcripts, summaries and recordings you choose to archive, sits on EU-Central infrastructure, encrypted in transit and at rest, with row-level isolation so no firm can ever see another’s records. Data handling is GDPR-aligned, and every meeting carries a consent log as part of its record.
Do you train AI models on my meetings?
No, and we never will. Protokol does not use your audio, transcripts, summaries or client records to train or improve any model, our own or anyone else’s. The AI providers that process meeting content for us are on paid API tiers whose terms prohibit them from training on what we send, and prohibit human review of it. This is a permanent commitment rather than a setting you have to find and switch off. Every company that touches meeting content on our behalf is named in our subprocessor register.
Which meeting platforms does it work with?
Any of them. Protokol doesn’t join the call, so it works the same way whether the meeting happened on Google Meet, Zoom, Teams, or in person — record it with the desktop app, upload the file, or paste in the transcript.
Which languages are supported?
Protokol handles 30+ languages — English, Spanish, French, German, Portuguese, Arabic, Hebrew and more. Transcripts, form answers and the recap email are all produced in the meeting’s language, with full right-to-left support for Arabic and Hebrew.
Can I use my own templates or forms?
Yes. Upload any PDF or DOCX questionnaire and Protokol maps your specific questions, then extracts the answers from each meeting with the exact quote attached. You and your firm author the questions. Protokol reports which of them were answered and does not assess or certify compliance.
Can I cancel anytime?
Anytime, in one click, and there is a 30-day money-back guarantee. Recording is unlimited on every plan, so there is no monthly minute limit to keep an eye on.

Spend the meeting with your client.
Let the record keep itself.

Record it, upload it, or paste the transcript — your next meeting is finished work before you’ve left the room.

No credit card required · 30-day money-back guarantee