Services · Mobile app development · AI meeting assistant apps
Our AI meeting assistant app development New York service is for firms where a meeting note can become a regulatory record. We build apps that capture calls and in person meetings, produce summaries partners and compliance officers trust, and file everything where supervisors, auditors and litigators expect to find it. Banks and broker dealers in Midtown, law firms on Park Avenue, agencies in the Flatiron District and hospital systems across the five boroughs each get an assistant fitted to their own rules rather than a consumer note taker with a new logo.
Codeeo does not have a New York office. Our 80+ people work from Dubai, Riyadh and Karachi, and we run discovery, reviews and handover with New York clients over video calls. Every session ends with written notes and agreed next steps.
200+ companies across the US and the UAEFrom a first store to a listed developer
Capabilities
New York is a one party consent state for recording, which sounds permissive. In practice the bigger constraints come from elsewhere. Broker dealers must keep business communications under SEC Rule 17a-4 and FINRA Rule 4511. Companies regulated by the New York State Department of Financial Services must meet its cybersecurity regulation, 23 NYCRR Part 500. The SHIELD Act expects reasonable safeguards for private information about New Yorkers. Employers using automated tools to screen candidates in the city face Local Law 144. A meeting assistant here must fit those duties, while still being quick enough for people who take calls between the subway and the next client lobby. These are the features we most often build. Few firms need all of them at once; a hedge fund and a Brooklyn ad agency will choose very different combinations, and we help you decide which belong in the first release.
For firms with recordkeeping obligations, summaries and transcripts flow into your approved archive with timestamps, participants and version history. Nothing important lives only inside the assistant, and supervisors can show regulators where each record sits. Export formats are agreed with your archive vendor during discovery so records arrive complete and searchable.
Meeting records fit the archive your compliance team already defends.
Compliance staff see flagged meetings, such as those mentioning specific securities, gifts or complaints, in a review queue with the transcript lines highlighted. Reviewers mark items, add comments and escalate, and every action is logged. Lexicons and thresholds are set by your compliance team, not by us.
Surveillance covers meetings, not only email and chat.
Deal teams, research and sales often sit behind walls. The assistant respects those groups: a banker cannot search a research meeting, and summaries never cross a barrier through shared channels or digests. Barrier groups sync from your existing entitlement system, so compliance maintains one list rather than two.
Ethical walls hold inside the meeting tool as well as the email system.
Underground stretches of the subway and PATH have patchy signal. The mobile app downloads the day's summaries and briefs while connected, so people can read and approve action items offline and sync once they surface. Voice memos recorded on a platform while waiting for a train upload automatically later.
Approvals keep moving during the ride between Brooklyn and Midtown.
Before a client lunch or pitch, the app assembles a one page brief from past meeting notes, open matters or mandates, and recent correspondence the user is allowed to see. Senior people get context without asking an associate to compile it. Briefs respect walls and matter permissions, so they only draw on what that person may already read.
Partners walk into a client lobby prepared in a few minutes.
Advertising and PR agencies send recaps after every client call. The assistant drafts the recap in your house format, an account lead edits it, and only then does it go to the client, with the approved version stored against the account. Clients never see an unapproved draft.
Recaps go out faster and always pass a human check first.
Recruiters can capture interview notes for their own reference. By default the assistant does not rank or score candidates, which keeps it outside the automated employment decision tools covered by Local Law 144 unless you deliberately choose otherwise and arrange a bias audit. Notices can be added per role.
Hiring teams gain notes without accidentally triggering a bias audit duty.
Hospitals and practices across Manhattan, Queens and the Bronx can use ambient visit notes and care team huddle summaries, under consent, with HIPAA access controls, audit logs and vendors bound by business associate agreements. Rollout can start with one department, such as primary care, before spreading to specialty clinics.
Clinicians spend less time typing after each visit.
New York teams meet in Spanish, Mandarin, Cantonese, Russian, Bengali, Haitian Creole and many other languages. We test transcription quality per language on your audio and offer summaries in the reader's preferred language. Staff can flag a weak passage for a human translator to check.
Community facing staff get notes they can use with the people they serve.
Different meeting types need different lifetimes. Internal stand ups might be deleted after a short period, client meetings kept for the regulatory term, and anything under litigation frozen until counsel releases it. Administrators set those rules by group and meeting type, and the app enforces them automatically with a log of every deletion.
Records are kept as long as required and no longer.
Who this is for
New York buyers tend to be specific about risk and impatient about speed. They have seen consumer note takers spread through their staff without approval and now want something compliance can stand behind. These are the situations that most often lead firms to look for a custom AI meeting assistant app development New York partner rather than another subscription seat. Most arrive with a clear list of what must never happen, such as a summary crossing a wall or a transcript leaving the archive, and a shorter list of what would help. We design from the first list outward. Each fit below describes a different starting point, and many firms recognize themselves in two of them.
Firms from the Financial District to Hudson Yards need meeting content captured as business records, reviewed by supervisors and protected under Part 500 where DFS regulates them. We integrate with your archive and surveillance vendors, apply information barriers and give compliance its own console. The aim is that a meeting assistant reduces off channel risk rather than adding a new unrecorded channel staff might use instead. Lexicon lists for surveillance are shared with your vendor so flags match across email, chat and meetings.
Your compliance team approves retention and review rules before launch.
Midtown firms want help with internal case meetings, client debriefs and knowledge capture, while protecting privilege and conflicts walls. We build matter based permissions, privilege labels and exports that eDiscovery platforms accept. Summaries are written as drafts for attorney review, so lawyers stay responsible for what goes to clients. Knowledge teams can turn approved summaries into precedent notes, building a searchable record of how the firm handled similar matters before. Conflicts checks can also draw on meeting metadata, such as attendee companies.
Creative and editorial teams in the Flatiron District, SoHo and Brooklyn run fast client and story meetings. They need recaps in a house style, approval before anything leaves the building and a searchable record of what each client asked for. For newsrooms, we keep source related conversations out of capture entirely by design. Editors decide which rooms and calendars the assistant may join, and the default for any new calendar is off. Account teams can see every recap sent to a client in one timeline.
Large health systems and group practices in the city want documentation support at scale. We design patient consent, clinician review, role based access and logging to HIPAA expectations, and plan language support for the city's many communities. Integration with the electronic health record is scoped carefully, because each system exposes different interfaces. We start with summaries clinicians paste after review, then automate filing once the health record team approves. Pilots usually begin on a single unit or clinic floor, with nursing input.
Clinicians remain the authors of every note.
Engagement
Many firms start with a defined first release for one group, such as a single trading desk or practice area, including archive integration and the compliance console. A retainer then covers new meeting types, model updates and regulatory changes. Firms building a meeting product of their own, or running heavy internal programs, can add a dedicated team that works inside their sprint process. All engagements are remote. We do not visit New York offices; we hold sessions on video calls and keep a written decision log your auditors can read. Vendor risk questionnaires from your procurement team are answered in writing during discovery.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
Technology choices follow your security standards: single sign on through your identity provider, encryption with keys you control where needed, and hosting in your existing cloud tenancy. Model vendors can be swapped as quality and terms change, and no part of the design assumes a single provider will stay the best choice.
01Mobile
02Data and cloud
03Marketing and tracking
Yes, but that is rarely the end of the analysis.
Under New York law, a conversation can generally be recorded when one participant consents. Many meetings include people in states that require consent from everyone, and client contracts or firm policy may demand notice anyway. We build an announcement and consent capture by default so you are covered across participants, and your counsel can relax it where appropriate. The notice text, the moment it appears and how refusals are handled are all configurable by group.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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