Services · Mobile app development · AI meeting assistant apps

Meeting assistants built for the way London firms record, review and decide.

Codeeo handles AI meeting assistant app development London firms can put in front of compliance, partners and clients without apology. We build apps that capture calls on Teams, Zoom or a phone, produce a transcript and a summary your people can trust, and file the record against the right client, matter or deal. The point is simple: fewer people taking notes, fewer decisions lost between meetings, and a record that stands up when someone asks for it later.

London meetings rarely happen in one room. A deal team might be split across Canary Wharf, a client in Mayfair and a counterparty in New York. We design the assistant around that reality, so the record is complete wherever people dialled in from.

Built for
Investment firms, law practices, consultancies, agencies and scale-ups across London that want their own meeting assistant rather than a generic subscription.
Typical timeline
Timing is agreed after discovery, once integrations and compliance reviews are understood, and written into the scope before design begins.
What you own
Source code, model prompts and configuration, cloud accounts, app store listings and every transcript and summary, all held in accounts your firm controls.
Rated
4.7 / 5 from 23 Google reviews

200+ companies servedFrom a first store to an ADX listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

What we build into it

Features shaped by the City, Westminster and Shoreditch.

A meeting assistant for a London business has to satisfy two audiences at once. The people in the meeting want a short, accurate note and a list of who owes what by when. The people behind them, such as compliance officers, risk teams and managing partners, want to know exactly what was captured, where it lives, who can open it and when it gets deleted. Off the shelf note takers tend to serve the first group and leave the second with gaps.

The capabilities below are the ones London clients ask for most. We rarely build all of them in a first release. Discovery decides which ones carry the most weight for your firm, and the rest wait for a later phase once people are using the app and telling us what is missing.

Explain your project
  • Recording rules for regulated desks

    Firms caught by the FCA's recording rules in SYSC 10A need certain conversations captured and kept. We build capture policies by team and meeting type, so a portfolio call is retained under your recording policy while an internal social catch-up is not recorded at all.

    Capture follows your written recording policy, not individual habit.

  • Matter and deal tagging

    Each summary is linked to a client number, matter reference or deal code pulled from your practice management system or CRM. Fee earners stop pasting notes into the wrong file, and supervisors can open every discussion on a matter in one list.

    Notes land on the right file the first time.

  • Privilege and confidentiality flags

    Lawyers can mark a meeting as privileged or restricted before it starts. Restricted records are hidden from search for anyone outside the named group, excluded from AI training and shown with a clear banner when opened.

    Sensitive discussions stay inside the circle that needs them.

  • Teams and Zoom meeting bots

    A named bot joins scheduled calls from Outlook or Google Calendar, announces itself, and leaves when the host ends the meeting. We use each platform's official APIs, so attendees see who is recording and hosts can remove the bot at any point.

    No awkward workarounds or unofficial recording plugins.

  • Phone capture for the commute

    Plenty of London calls happen on a platform, in a taxi or walking between buildings near Bank or Liverpool Street. The mobile app records locally, keeps working where the Underground drops signal, and uploads when a connection returns, with a prompt to tag the client before upload so the note does not end up unfiled.

    Calls taken on the move still produce a proper note.

  • Summaries in your house style

    A board pack summary, a client call note and an internal stand-up need different shapes. We write templates for each meeting type and tune the prompts against real anonymised samples from your firm until partners stop rewriting them.

    Notes read as if a careful associate wrote them.

  • Many accents, many languages

    London meetings mix accents and switch languages mid call. We test speech engines against recordings that sound like your teams, choose the one that copes best, and let users correct speaker names so the record improves.

    Fewer garbled names, figures and acronyms in the transcript.

  • Redaction before sharing

    Before a summary goes to a client or counterparty, the app highlights account numbers, personal details and internal comments for review. The sender approves what leaves the building, and the full internal version is kept separately.

    External notes go out clean, with an internal original retained.

  • Retention and deletion schedules

    Audio, transcripts and summaries each carry their own retention period, set by meeting type and team. Expiry runs automatically, with legal hold available when a dispute or regulatory enquiry means something must be kept longer.

    You keep what you must and delete what you should.

  • Handover across time zones

    A London team often finishes a call that a colleague in New York or Singapore must act on overnight. The assistant can send a short handover note to a named recipient once the meeting ends, listing open questions, agreed next steps and anything still waiting on the client, so nobody wakes up to a recording they have to sit through.

    The next office picks up the work without replaying the call.

Who this is for

Four London teams this suits.

The firms that get the most from a custom assistant are the ones where a missed detail costs money or reputation, and where an off the shelf tool raises questions from risk or IT that nobody can answer. Below are four groups we see often in London, each with a different reason to build rather than subscribe. If your firm sits somewhere between them, discovery is where we work out which parts matter most.

01

Asset managers and brokers in the City and Canary Wharf

Investment teams hold back to back client and research calls, many of them in scope for recording rules. A custom assistant can apply your recording policy automatically, store records where your compliance team can search them, and produce call notes that feed straight into the CRM. The analyst gets a usable note, and the compliance officer gets a retained record they can find months later. Personal phones can be kept out of scope by design, with capture only on devices your firm manages.

We follow your compliance team's interpretation of the rules; we do not give regulatory advice.

02

Law firms around Holborn and the Inns of Court

Partners want attendance notes without an associate typing through every call. The assistant drafts the note, tags the matter, flags privilege and pushes the time spent into your billing system for review. Nothing goes to a client until a fee earner has read it, and restricted matters stay invisible to people outside the team.

Attendance note templates are agreed with your risk partner.

03

Public affairs and policy teams in Westminster

Stakeholder meetings, round tables and briefings need a careful record of who said what, and sometimes a record of what was not said on the record. We build clear modes for on the record, background and not recorded, so nobody is captured by accident and every note shows which mode applied. Notes from sessions held under the Chatham House Rule can be set to drop attribution automatically, keeping the substance while removing names.

04

Product companies in Shoreditch and King's Cross

Fast growing tech teams already use a note taker and find it scattered across personal accounts. We build an assistant tied to your workspace, your issue tracker and your customer research repository, so user interviews and sprint reviews become searchable company knowledge rather than files on someone's laptop. Product managers can pull every mention of a feature across months of customer calls in a single search.

How a London build runs, from first call to rollout.

  1. 01Discovery by video callWe meet your sponsor, compliance lead and a few heavy meeting users over video, collect sample meetings with consent, and map where notes go today and who reads them.
  2. 02Data protection groundworkWe help your team prepare the data protection impact assessment inputs: what is captured, the lawful basis your firm relies on, where data sits and how long it stays.
  3. 03Speech and model selectionCandidate transcription and language models are tested against your own anonymised recordings, then compared on accuracy, hosting location and the terms each provider offers on your data.
  4. 04Design and prototypeMobile, desktop and admin screens are designed and clicked through with real users, including the consent prompts, tagging steps and the screens a compliance reviewer will use.
  5. 05Build and integrationWe connect calendars, Teams or Zoom, your CRM or practice management system and your identity provider, then build retention and audit features alongside the user facing parts.
  6. 06Pilot, then wider rolloutOne desk or practice group uses the app first. Their feedback tunes summaries and rules before other London teams join, and we keep improving it on an agreed support plan.

Technology

What we build this with.

We pick speech, language model and cloud components by testing them on your recordings and checking where each one stores data and whether it trains on it. UK cloud regions are available from the main providers when your policy requires London based hosting, and we document every choice so your security team can review it.

01Mobile

  • Swift
  • Kotlin
  • Flutter
  • React Native

02Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

03Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

What London firms ask before commissioning a meeting assistant.

A mobile and desktop app, a meeting bot, an admin console and the integrations that file notes in the right place.

Most London projects combine a capture layer for Teams, Zoom and phone calls, a transcription and summarising engine, and an admin console for retention and access rules. The integration work is usually the larger share: calendars, single sign-on, a CRM or practice management system, and sometimes an archive used by compliance. We agree in discovery which of these belong in the first release, so the app is useful from day one without waiting for every connection.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews