How Said & Done organizes client delivery

• A workspace is your agency’s private Said & Done account. Billing, shared configuration, integrations, and usage limits belong to the workspace.
• A team member is an internal owner, admin, or member who works inside that workspace.
• A client is the account where related meetings, emails, contacts, reports, updates, walkthroughs, and delivery history are organized.
• A contact is a person associated with a client. Contacts help match evidence and may be invited to the separate client portal.

Evidence is source material such as a meeting transcript, retained client email, note, or walkthrough context. Said & Done uses evidence to prepare summaries, action items, risks, updates, and reports.

AI output is always a draft. Review names, ownership, dates, claims, and source references before you rely on it or share it.

• Internal material is visible only to authorized workspace members.
• A share link exposes one approved resource to its intended recipient; it does not grant workspace access.
• Published portal material is deliberately approved for an invited client audience. Draft reports, raw transcripts, and raw AI output are not automatically published.

1. Capture or import a real client conversation.
2. Match it to the correct client and process it.
3. Review the extracted summary, risks, commitments, sentiment, and actions.
4. Combine related evidence into an update, walkthrough, or Opportunity Audit.
5. Approve the final material and choose the appropriate delivery or publishing path.

• Meeting analysis — Process transcripts and review summaries, risks, sentiment, and actions.
• Opportunity Audits — Turn related evidence into a reviewed expansion or improvement analysis.
• Portal and sharing — Publish only approved material to invited client contacts.