For consultants
Client-call notes
with no bot in the room.
Reline records your client calls and in-person meetings without ever joining as a participant. No "Reline has joined the meeting" on your discovery call — just citation-backed summaries, action items, and private-by-default notes you can organize by client. Capture is local; transcription, storage, and AI run in the cloud.
The consultant problem
A recording bot is awkward on client calls
Consulting runs on trust, and the first thing a client sees on the call shapes it. A visible recording bot in the attendee list is an uninvited third party at a confidential conversation — and on enterprise engagements it is often blocked outright by the client's IT before you can even use it. Reline takes a different path: it never joins the call.
No "Reline has joined the meeting." A recording bot is an uninvited participant your client never agreed to, and it sets the wrong tone at the exact moment you are building trust.
Client IT frequently blocks third-party meeting bots — especially on regulated or enterprise engagements. A tool that has to join the call can be dead on arrival; one that captures locally keeps working.
Bots break the room. When a third party is on the attendee grid, people get guarded and the conversation turns performative — the opposite of what a good discovery or working session needs.
Confidential client work needs tight access control, not a shared notes folder everyone in the firm can stumble into. Reline notes and folders are private by default.
You still owe the client a deliverable. Reline turns the recording into a citation-backed summary you can verify line by line before it leaves your hands.
How Reline works on a client call
Reline runs as a desktop app on macOS, Windows, and Linux. When you start a recording it captures the meeting's system audio plus your microphone locally — through the operating system's documented audio API — so it works on Zoom, Google Meet, Microsoft Teams, a dial-in line, or an in-person room the same way. Nothing joins the call. There is no Reline participant in the attendee list, and because the client's meeting platform never sees a third party, an IT policy that blocks recording bots does not block you. Speaker labels are Me vs Other, derived from which audio stream each line came from — your mic versus the system feed — not named diarization. There is no mobile app today; capture happens on your laptop in the call.
Where your client data actually lives — the honest version
We are precise about this because consultants are accountable for it. Capture is local: the raw audio is recorded on your machine, with no bot joining the call. But the work after that runs in the cloud — transcription is done, recordings and files are stored in Cloudflare R2, and summaries are generated by cloud AI models. Reline does not do on-device transcription or on-device AI, so we will never tell you the audio never leaves your device. What protects your client work is access control: Reline is private by default with a five-level permission model on every note and folder. A workspace role alone grants nothing — each person who can see a client's notes is an explicit grant you made. That is how you keep one client's engagement invisible to the rest of your firm. Transcription supports 60+ languages.
Deliverables faster, and verifiable
Every summary is citation- and timestamp-backed: each claim links to the exact transcript moment that justifies it, so nothing is a hallucination you have to take on faith. Action items are pulled out for the follow-up email. And because the recording plays back in-app — a timeline scrubber, click any transcript line to seek to that second, and per-speaker isolation — you can replay the exact 20 seconds where the client committed to a scope before you write it into the SOW. When the deliverable carries your name, being able to verify the quote matters.
Organize everything by client
Put each client in its own folder. Apply reusable Lenses — Reline ships with 16 seeded templates for discovery calls, working sessions, status updates, interviews, and more — so every engagement's notes come out in a consistent shape. Then ask questions across a client's entire meeting history with folder-scoped RAG chat: "what did the CFO say about the Q3 timeline," answered with citations back to the specific call. Notes are a real Notion-style editor with real-time collaboration and version history, so a small team can work the same engagement without overwriting each other.
Push to the tools you already run on
Send summaries and action items to Slack, Linear, or Notion — those are the integrations Reline supports today, no GitHub or Salesforce or Zapier. Calendar sync with Google and Microsoft is read-only and keeps each recording attached to the right client meeting automatically. On macOS, Reline can auto-detect when a meeting starts so you do not forget to hit record on the call that matters.
Pricing for solo consultants and small teams
Free is $0 — solo note-taking with a one-hour limit per note, enough to try it on a real client call. Professional is $15 per user per month ($140 per year, about $12 a month) and unlocks unlimited recording, transcription, storage, and every integration. Enterprise is $32 per user per month ($26 a month billed annually) and adds shared workspaces, SSO via WorkOS (Google and Microsoft), an audit log, admin controls, a DPA, and an SLA. There is no SOC 2 or HIPAA certification today — if you have specific compliance requirements, talk to the team first.
Keep reading
Dig deeper
How bot-free recording works
The full explainer on capturing a call locally with no bot joining — and the honest limits.
All solutions
Reline for sales, product, research, education, and more.
Bot-free notetaker for Microsoft Teams
Recording Teams calls without a bot on the participant list.
Product tour
Playback, live transcription, cited chat, Lenses, and collaborative notes.
Pricing
Free, Professional, and Enterprise — what each plan includes.
Reline vs Granola
How Reline compares on Linux and web reach, playback, and team access controls.
Frequently asked
Consultant questions, answered
- Will a recording bot show up on my client calls?
- No. Reline never joins the call as a participant and never appears in the attendee list. It records your mic and system audio locally, which also means it keeps working when a client's IT blocks third-party meeting bots.
- Are my client notes private?
- Yes. Reline is private-by-default with a 5-level access-control model on notes and folders — a workspace role alone grants no access; every share is an explicit grant. You control exactly who sees each client's notes.
- Is client audio processed on my device?
- No. Capture is local, but audio is transcribed in the cloud, stored in cloud storage, and summarized by cloud AI. Reline does not do on-device transcription or AI, so we don't claim data never leaves your device.
- Can I trust the AI summary for a client deliverable?
- Summaries are citation- and timestamp-backed — every claim links to the transcript moment, and click-to-seek playback lets you verify the exact quote before you send anything.
- Does Reline meet SOC 2 or HIPAA?
- Reline does not currently claim SOC 2 or HIPAA certification. It offers private-by-default access controls and SSO via WorkOS. For specific compliance needs, contact the team.
- What languages and platforms are supported?
- Transcription supports 60+ languages. Reline runs on macOS, Windows, Linux, and the web; there is no mobile app.
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