CLIO IQAsk Your Meetings
Chat with your call history. Ask one meeting or all of them, and every answer cites the exact transcript it came from.
How it works
Type a question the way you'd ask a colleague who was on the call — "what did they say about pricing?" — and it searches across the transcripts you have access to, scoped to one customer or every customer, and answers in plain language.
Every answer is cited
No answer stands alone — each comes with a link back to the specific call and moment it came from. If it can't find a citation, it says so instead of guessing at what was probably said.
What people actually ask
"What objections came up in the last three calls with this account?" "Did we ever confirm their budget?" "What's changed since the renewal conversation?" — questions that used to mean re-listening to a recording now take a few seconds.
Scoped or global
Drop into a specific customer for answers scoped to just them, or stay in global chat to search across your whole call history at once. Same underlying data as Copilot, just framed as a direct question instead of a proactive brief.
- Budget confirmed — FY27 renewal budget of $145,000/year is already approved
- Buying signal — asked directly about a multi-year discount
The citation is the point — you can check it against the actual call.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.