Manage 10 Clients Without
Losing a Single Brief Detail.
Agency teams juggle back-to-back client calls, creative reviews, and strategy sessions all day long. When meeting notes are scattered or missing, briefs drift, deliverables miss the mark, and client trust erodes. Upmeet keeps every conversation documented and every detail searchable.
No credit card · Syncs with your calendar · 2-min setup
United StatesUsed by 1M+ users worldwide including
The meeting challenge for Agencies
Client Briefs Drift Between Meetings
Creative direction evolves across multiple calls, but without accurate records, teams deliver work based on outdated briefs. The result: revision cycles that burn hours and frustrate clients.
Multi-Client Context Switching Causes Mistakes
Account managers jump between five or more clients daily. Without reliable meeting notes, details from one client bleed into another, leading to embarrassing mix-ups and lost credibility.
Creative Direction Lost Between Sessions
Brainstorm sessions and creative reviews produce brilliant ideas that never make it into a document. By the next meeting, the team is guessing at what was decided versus what was just discussed.
How Agencies Use Upmeet
Document Every Client Call Automatically
- Upmeet joins your client calls on Zoom, Google Meet, or Teams and generates a structured summary
- Key decisions, client feedback, and next steps captured with no manual effort
- Share the recap with your client within minutes of hanging up
Track Brief Alignment Across Revisions
- Search across past meetings to see exactly how a brief evolved over time
- When a client says "that's not what we agreed," you have a timestamped, searchable record
- Every conversation is documented and referenceable, no he-said-she-said
Manage Multiple Accounts Without Dropping Details
- Each client gets a complete meeting history with action items, decisions, and full context
- Account managers can prep for any client call in minutes using AI-generated summaries
- No more digging through scattered notes before a kickoff or status call
See What Upmeet Generates After Every Meeting
Creative Brief Review: Maple Leaf Coffee Rebrand
Reviewed updated brand identity concepts with the Maple Leaf Coffee team. Client approved Direction B (earthy tones, hand-drawn typography) and requested a social media mockup series. Discussed timeline for packaging design deliverables and flagged the need for French-language versions of all consumer-facing assets.
Decisions
- Proceed with Direction B (earthy tones, hand-drawn typography) for the rebrand
- Add French-language versions to all consumer-facing deliverables
- Move packaging design to priority ahead of website refresh
- Schedule a mid-sprint review in two weeks to check progress
Action Items
This is what you get automatically after every meeting
Plugs Into the Tools Your Agency Runs On
Upmeet connects with 13+ tools
Frequently Asked Questions
Can Upmeet capture in-person client meetings and creative sessions?
Yes. Upmeet's mobile app records and transcribes in-person meetings, client lunches, on-site workshops, and brainstorm sessions with the same AI-powered notes you get on video calls. Just open the app and start recording.
Our clients have strict data privacy requirements. Where is data stored?
Upmeet stores all US customer data in the United States and is compliant with SOC 2, which makes it straightforward to satisfy client data handling requirements and enterprise security reviews.
If multiple team members from our agency are on the same client call, do multiple bots join?
No. Upmeet uses a one-bot architecture, only a single assistant joins each meeting regardless of how many agency team members are present. Everyone gets access to the same shared notes, so there are no duplicate bots or conflicting summaries.
How does Upmeet pricing work for agencies with large teams?
Upmeet is $14.99/month per user, cheaper than Fireflies ($18), Otter ($16.99), and tl;dv ($18). For agencies with 10, 20, or 50+ team members across accounts, the cost difference adds up to meaningful savings each month.
We work with international clients who speak different languages. Can Upmeet handle that?
Absolutely. Upmeet supports real-time transcription in 30+ languages. Whether you are on a call with a client in Paris, Mexico City, or Tokyo, the conversation is captured accurately and summarized in your preferred language.