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.
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 compliance score, gap flags, 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 ISA, FCA or SEC compliance forms — 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.
ISA, FCA and SEC questionnaires completed from the transcript, with evidence quotes.
English, Spanish, French, German, Portuguese, Arabic, Hebrew and more — full RTL support for right-to-left scripts.
Knows who said what — your words and the client’s, never conflated.
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 compliance 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.
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.
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.