Open the workspace
Open the app in your phone’s browser. Microphone recording requires HTTPS or a local connection.
Product / Mobile App
Stay with your client. Review on your phone.
Open Atomiq on your phone to capture a meeting, check the transcript and review the form your assistant fills.
Meeting notesRetirement review
Jordan wants to compare retiring at sixty-two with staying another year.
Next stepJordan will send the latest pension statement on Friday.
Capture or import
Paste a transcript, choose an audio file or record with the microphone after everyone agrees.
Keep your copy
Download a record before clearing browser storage or moving to another device.
Between appointments · Illustrative conversation
Catch the correction while it is fresh.
After a client meeting, an advisor opens the meeting desk in the browser on their phone. A short correction belongs with the transcript before a colleague prepares the recap.
“The review is in October. September is when the paperwork comes through.”
A mobile review pass
The same transcript, note and export controls are available on a smaller screen.
Read about local records- Correct the source
- Check which month describes paperwork and which describes the review.
- Edit the note
- September paperwork. October review.
- Keep the record
- Save in this browser or export a copy for a handoff to another device.