Template
Client updates that look polished — instantly
Client status meetings deserve professional follow-up notes. Flownote's Client Update template captures progress, decisions, risks, and next steps — and produces shareable recaps you can send before the client asks.
Send the recap before the client asks
The best client managers send meeting notes within an hour of the call. It signals professionalism, attention to detail, and respect for the client's time. But writing those notes takes 30-45 minutes.
Flownote produces a structured recap the moment the meeting ends. Review it, make any small edits, and share it as a PDF or secure link. Your client gets professional notes in minutes — and you look exceptionally organized.
Every client decision on record
"The client approved the revised timeline in the March 15th meeting." When scope disputes arise — and they always do — having a clear record of every decision protects you and your team.
Flownote captures decisions with full context: who made the decision, what alternatives were discussed, and what was agreed. This is especially valuable in consulting, agency, and professional services engagements.
Engagement history at your fingertips
Long-running client engagements involve dozens of meetings over months. Flownote's relationship memory tracks the entire engagement history — decisions, feedback, risks, and milestones.
When a new team member joins the engagement, they can review the full meeting history and get up to speed without a lengthy handover process.
Professional exports for every need
Different clients expect different formats. Some want a PDF attached to an email. Others prefer a Markdown document in Notion. Some want a quick link they can click.
Flownote exports to PDF, DOCX, and Markdown, and generates secure shareable links. Deliver client notes in whatever format the relationship requires.
Professional client notes
Download Flownote and deliver polished client meeting recaps — every time.