Built for Consultants
AI Note Taking for Consultants
Keep every client engagement searchable and AI-queryable — find any insight across all projects in seconds.
Why Consultants choose Chatlo Notes
Consultants and advisors face a common problem: Staying on top of client context across dozens of projects with no unified knowledge base. Chatlo Notes solves this by letting you keep every client engagement searchable and ai-queryable — find any insight across all projects in seconds.
- ✓Per-client note organization with AI-powered search
- ✓Transcribe and summarize client workshops and calls
- ✓Draft deliverable outlines from workshop notes
How to get started as a consultants
- 1
Create a free account
Sign up at notes.chatlo.io — no credit card required. The core AI features are free.
- 2
Capture your first note
Record a voice note, paste a YouTube URL, upload a document, or type directly into the editor.
- 3
Let AI do the work
Chatlo Notes automatically transcribes, summarizes, and structures your content within seconds.
- 4
Chat and query
Use Knowledge Chat to ask questions across all your notes and surface any insight instantly.
Frequently asked questions
Can I organize notes by client or project?
Yes — create separate notebooks per client and use tags to organize by project phase.
Can it draft consulting deliverables from workshop notes?
Yes. Use AI chat to ask it to outline a slide deck or write an executive summary from workshop transcripts.
Is my client data kept private and separate?
Yes — all data is stored in your account, encrypted, and never used to train AI models.
Does it work across time zones for global teams?
Yes — the app is web and mobile, so your team accesses notes from any location or device.