Fellow.ai | AI Notetaking for Management Consulting

MANAGEMENT CONSULTING

AI notetaking built for how consulting firms operate

Fellow gives consulting firms what general note-takers can’t: capture across Zoom, Teams, Google Meet, and in person, with each client’s meeting data kept inside the engagement it belongs to.

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Dashboard of an AI meeting note taker for management consulting displaying meeting notes, summaries, and action items from a Northbridge Advisory client case handoff video call, with privacy settings for zero-day retention enabled over a city skyline background.

SOC 2

CERTIFICATION

Enterprise-grade security, independently verified.

GDPR

COMPLIANT

Your meeting data is protected to meet strict privacy standards.

AES-256

encryption

Your meeting data is encrypted at rest and in transit.

ZDR

Optional Zero-Day Retention

Recordings and transcripts are not retained after processing.

Built for how your firm actually works.

Interface of an AI meeting note taker for management consulting showing a transcript from a Client steering committee meeting on Google Meet, highlighting transcript redaction of sensitive or private information such as plant consolidation details and restructuring charges.

Client steering committees and working sessions

Keep an accurate account of what the client agreed to, visible only to the case team staffed on that engagement.

Expert calls and customer interviews

Turn diligence and research interviews into structured notes with custom recap templates, and keep sensitive names and terms out of transcripts with redaction.

Case team check-ins and problem solving

Capture the reasoning behind each hypothesis and next step, so the team leaves the room aligned instead of reconciling notes afterward.

Case handoffs and partner reviews

When consultants roll on or off a case, the engagement’s meeting history is there to search, so context stays with the work.

Intelligence and governance in one platform.

Governance built for client confidentiality.

The controls your risk, legal, and IT teams need before client conversations go anywhere near AI.

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Information barriers at the client and engagement level, so one client’s meeting data stays walled off from case teams serving another, including competitors in the same sector.

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Recording policies by client domain, user group, or participant. Auto-record approved engagements and block recording for clients whose terms restrict AI.

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Retention by policy across audio, transcripts, and AI summaries, with consent notices and exportable audit and deletion logs through the Super Admin API.

Dashboard of an AI meeting note taker for management consulting showing automated summaries and action items from an expert call, with the Ask Fellow chat interface answering queries about channel margins across multiple expert sessions.

One governed knowledge base for each engagement.

Meeting intelligence organized by client and case, searchable only by the people staffed on it.

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Ask Fellow searches an engagement’s meeting history in plain language, grounded in what was said, so new team members get up to speed on their first day.

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Custom recap templates and vocabulary for interviews, steering committees, and workshops, with client names and industry terms spelled correctly.

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Connects to Claude and ChatGPT through MCP, and natively to tools like Glean, Confluence, Jira, and Salesforce, so meeting context reaches the rest of your stack under your controls.

Capture in the room, with or without a bot.

Capture the client conversations your firm chooses to capture, on a call or at the client site, under the same policies.

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Captures Zoom, Teams, Google Meet, and in-person meetings, with botless capture admins can enable or turn off across the firm.

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Speaker diarization for client workshops, conference rooms, and hybrid meetings, not just video calls.

Intelligence and governance in one platform.

Governance built for client confidentiality.

The controls your risk, legal, and IT teams need before client conversations go anywhere near AI.



Information barriers at the client and engagement level, so one client’s meeting data stays walled off from case teams serving another, including competitors in the same sector.



Recording policies by client domain, user group, or participant. Auto-record approved engagements and block recording for clients whose terms restrict AI.



Retention by policy across audio, transcripts, and AI summaries, with consent notices and exportable audit and deletion logs through the Super Admin API.

One governed knowledge base for each engagement.

Meeting intelligence organized by client and case, searchable only by the people staffed on it.



Ask Fellow searches an engagement’s meeting history in plain language, grounded in what was said, so new team members get up to speed on their first day.



Custom recap templates and vocabulary for interviews, steering committees, and workshops, with client names and industry terms spelled correctly.



Connects to Claude and ChatGPT through MCP, and natively to tools like Glean, Confluence, Jira, and Salesforce, so meeting context reaches the rest of your stack under your controls.

Capture in the room, with or without a bot.

Capture the client conversations your firm chooses to capture, on a call or at the client site, under the same policies.



Captures Zoom, Teams, Google Meet, and in-person meetings, with botless capture admins can enable or turn off across the firm.



Speaker diarization for client workshops, conference rooms, and hybrid meetings, not just video calls.

Frequently Asked Questions

What makes Fellow different from general AI note-takers for consulting firms?

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What makes Fellow different from general AI note-takers for consulting firms?

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What makes Fellow different from general AI note-takers for consulting firms?

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How does Fellow keep one client’s meeting data separate from another’s?

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How does Fellow keep one client’s meeting data separate from another’s?

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How does Fellow keep one client’s meeting data separate from another’s?

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Can our firm block recording for clients that restrict AI?

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Can our firm block recording for clients that restrict AI?

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Can our firm block recording for clients that restrict AI?

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What retention options does Fellow offer?

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What retention options does Fellow offer?

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What retention options does Fellow offer?

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Does Fellow require a bot to join meetings?

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Does Fellow require a bot to join meetings?

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Does Fellow require a bot to join meetings?

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How does Fellow help when consultants roll on or off a case?

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How does Fellow help when consultants roll on or off a case?

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How does Fellow help when consultants roll on or off a case?

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Can Fellow capture in-person client workshops and interviews?

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Can Fellow capture in-person client workshops and interviews?

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Can Fellow capture in-person client workshops and interviews?

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Is Fellow secure enough for large consulting firms?

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Is Fellow secure enough for large consulting firms?

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Is Fellow secure enough for large consulting firms?

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Does Fellow work with the AI tools our firm already uses?

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Does Fellow work with the AI tools our firm already uses?

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Does Fellow work with the AI tools our firm already uses?

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How do consulting firms typically roll out Fellow?

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How do consulting firms typically roll out Fellow?

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How do consulting firms typically roll out Fellow?

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Ready to bring Fellow to your firm?

In 30 minutes, we’ll show how Fellow would be configured for your firm’s client confidentiality policies and case team workflows.

Request a Demo