Your Meeting Just Ended. Here's What Happens Next.

A step-by-step look at Meeting Notes Pro, from transcript to professional notes.

PII Removed Locally

Four Stages, One Familiar Sequence

Meeting Notes Pro follows the same rhythm advisors already know: capture what happened, protect what's sensitive, process the content, and refine the output. Four stages, each one clear.

Prepare

~1 min

Upload your transcript. Select your template and style preferences.

Protect

~1-2 min

Review PII detection. Approve each item before anything leaves your device.

Process

~1-2 min

Sanitised content processed with built-in quality and compliance checks.

Perfect

~2-3 min

Review, refine, and edit your notes in the Canvas Editor.

Deliver

Export to Word or Outlook. Ready to file and send.

The sequence mirrors what happens after every client meeting. MNP handles the time-consuming parts.

Prepare: MNP Adapts to How You Work

Drag a transcript file into MNP to begin. It accepts .txt, .docx, and .pdf formats.

Select your client from the encrypted local database, or create a new record. Then choose a template that matches the meeting type. Four are built in: Meeting Summary, Client Review, Project Meeting, and Sales Call. The Template Builder creates custom formats with your preferred sections, structure, and styling.

Select a style profile. MNP ships with four options: Professional & Formal, Friendly & Approachable, Technical & Detailed, and Brief & Direct. For notes that match your specific writing voice, the Style Analyzer learns from your existing work. Upload a few writing samples and MNP captures your tone, vocabulary, and sentence patterns.

The result: output that sounds like you wrote it.

After the first session, preferences are saved. Subsequent setups take seconds.

Protect: Nothing Leaves Without Your Say

Before any data is transmitted, MNP scans the transcript for personally identifiable information across 16 categories: client names, email addresses, phone numbers, Social Insurance Numbers, mailing addresses, financial account numbers, and more.

Each detection appears for individual review. Approve or reject every item. The system flags uncertain detections with confidence scores, so nothing slips through unnoticed.

Approved items are tokenised. “Sarah Chen” becomes “[CLIENT_NAME_001].” Original values are encrypted and stored locally on your device. Only the tokenised transcript, with all client-identifying information removed, is ever transmitted.

Client-identifying information is removed on your device before any data is transmitted.

The review takes one to two minutes. MNP's automated detection across 16 categories catches patterns that manual scrubbing routinely misses.

See the full security architecture on the Security page.

Process: Sanitised Content, Built-In Quality Checks

The tokenised transcript, containing no client-identifying information, is sent via encrypted connection to AWS Bedrock in Montreal. I use Claude Opus for its output quality; that model's processing may be routed through US regions, but what reaches any region contains no PII. No data is retained by the AI provider.

MNP generates both a Professional Summary and a Client Email simultaneously. Before the output reaches the editor, a 3-tier quality validation system checks for structural completeness, content accuracy, and contextual consistency. Built-in compliance validation runs against PIPEDA, CIRO, and Law 25 requirements as a safety net.

Processing takes approximately one to two minutes.

Perfect: Your Notes, Your Voice, Full Control

The AI generates a strong first draft in your voice. Refinements are specific: a phrase here, a detail there. Nothing changes without explicit approval. Advisors I work with report that clients comment on how thorough and professional follow-up communications have become.

Dual-pane Canvas Editor

Professional summary on the left, client email on the right. Both visible simultaneously, both generated in your style profile.

AI Refinement Chat

Type a request in plain language: "Make the action items more specific." MNP proposes the change. A diff preview shows exactly what would be different. Accept or reject with one click.

Smart Sync

Tracks critical facts across both panes: amounts, dates, decisions, action items. A correction in one pane proposes a matching update in the other.

Full rich text formatting. Auto-save on every change. 50-action undo/redo history per pane.

Better notes. Not just faster notes.

Ready to see this in your own practice?

Deliver: Export and Send

When the notes are ready, export to Word (.docx) or Outlook (.msg). PII is automatically reintegrated from local encrypted storage. The exported document is complete, personalised, and ready to file or send.

The entire journey from meeting end to professional notes: approximately six minutes.

See It in Your Own Practice

The workflow above is what happens after every meeting. Experience it with your own transcript.

No cost, no commitment. Questions? Reach out directly: [email protected]

Share with Your Compliance Officer

If your next step is compliance approval, the For Compliance page has everything your compliance officer needs to evaluate MNP.

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Technical implementation based on published standards. Legal compliance review recommended.