UK-hosted AI meeting notes
TakeNote listens to your client meetings and produces accurate, structured notes — with every recording, transcript and summary processed and stored on UK soil. Your first three meetings are free. No card required.
What is a UK-hosted AI notetaker?
An AI notetaker records a meeting, transcribes it, and drafts structured notes automatically. Most popular tools do this on US-hosted infrastructure, which creates data-transfer and confidentiality questions that regulated and professional firms cannot ignore.
TakeNote is different by design: audio processing, transcription, AI summarisation and storage all run within Microsoft Azure's UK South region. Client conversations never leave the country — so your data-protection assessment is short, and your clients' expectations of confidentiality are met.
Why UK data residency matters
For FCA-regulated advisers, client meeting records are regulatory records: SYSC record-keeping rules, Consumer Duty evidence expectations and UK GDPR all apply. Processing those records offshore adds international-transfer risk assessments, supplementary safeguards and awkward client disclosures — overhead that disappears when the data simply never leaves the UK.
The same logic applies to solicitors bound by confidentiality, accountants handling financial data, and consultants under client NDAs. UK hosting is not a preference; for many engagement letters it is a requirement.
Read our full data residency commitmentWho it's for
Financial advisers
FCA-structured suitability notes, capacity-for-loss capture and five-year retention — evidence that stands up to supervisory review.
Consultants
Accurate minutes, decisions and actions from client workshops and calls, delivered minutes after the meeting ends.
Professional firms
Solicitors, accountants and other regulated practices that need confidential, UK-resident records of client conversations.
How it works
Record or upload
Capture the meeting live in the browser, or upload an existing recording.
AI transcribes and drafts
Speaker-attributed transcription and a structured note, generated within minutes on UK infrastructure.
Review and approve
You stay in control — edit, approve and finalise before anything becomes the record.
File and follow up
Notes, documents and tasks are filed to the client record, ready for audit or the next meeting.
Everything after the meeting, handled
- Meeting notes and speaker-attributed transcripts
- Document generation from your own templates
- AI form-filling from meeting evidence
- DocuSign signature workflow, tracked end to end
- Tasks and follow-ups captured automatically
Advising under FCA rules? See how TakeNote supports FCA compliance for meeting records.
Try TakeNote on your next three meetings, free
No card required. UK data residency from the first minute.
All-in pricing at £150/user/month when you're ready