For consultants & advisers

Client conversations should not end in a folder of recordings.

Jooba captures the discovery call, the workshop and the idea you had on the way home — then turns them into documents you can send with your name on them.

Two colleagues in a working conversation across a table.

Where it hurts

What an ordinary week looks like

  • Five client conversations a week, each with commitments buried somewhere in your notes.
  • Workshop whiteboards photographed, voice notes unlabelled, follow-ups written from memory.
  • The recommendation you promised on Friday still needs writing on Monday.

With Jooba

Structured client deliverables and a searchable record of every conversation — without an hour of tidying up after each call.

mock document

What you can rely on

Four capabilities that matter for consultants & advisers

Everything below is included in your workspace from day one.

✓ Client briefs in minutes

Turn a discovery call into context, requirements, decisions and next steps.

✓ Workshop capture

Keep the discussion and the decisions together, then hand over clean minutes.

✓ Voice notes between calls

Capture the idea before the next meeting starts and turn it into a note.

✓ Recall before you dial in

Search earlier conversations so every callback starts with context.

IncludedUnified calendar, availability, booking pages and meeting confirmations are included. See the calendar

Trust, stated plainly

  • Meeting capture uses a visible assistant. Hosts decide whether it joins.
  • A visible assistant and explicit host admission on every meeting capture.
  • Capture is visible, share links are opt-in, and you can delete any record.
  • Generated documents are drafts you review before sharing.
  • Analytics never receives transcript, audio or document content.

Consultants & advisers questions

Can I use my own client document structure?

You start from a template, then edit everything before you save or share. The document is a draft you own.

Do I need to record every call?

Not at all. Voice Inbox lets you capture a thought without any meeting involved, and you can upload audio you already have.

How does recording consent work?

Jooba shows a visible meeting assistant and records only meetings where the host admits it. You control who sees each document, and you can delete any capture at any time.

One capture is enough to judge it.

Sign up, choose your first intent and see what a conversation becomes when it has somewhere useful to go.