Mesh
Blog · 4 posts
Notes on the work after the meeting
A closer look at each part of the work after a client meeting: the CRM note, compliance flags, client data and the recap email.
4 posts
- Compliance
How Mesh flags compliance language, and why it starts off
Eight categories, three severities, the quoted passage, and your decision on each flag. And why compliance scanning stays off until you turn it on.
4 min readRead the post - Security
What Mesh removes before the AI writes your notes
Which numbers Mesh replaces in a transcript, how client names become placeholders, what is encrypted at rest, and where each protection stops.
4 min readRead - Product
What lands in Redtail after a client meeting
One note for the meeting, and the tasks you pick. The exact text Redtail receives, and what Mesh leaves alone.
4 min readRead - Practice
The recap email, line by line
What Mesh puts in a client recap email, in what order, and the rules Mesh drafts it by, before you review it and send it from your own mailbox.
4 min readRead