For Consultants
Client knowledge that compounds across engagements.
Every meeting, every deliverable, every insight — captured and connected. Serpaix builds the institutional memory you carry from client to client, so each engagement benefits from everything you've ever learned.
How it works
for you.
Record a client meeting → AI extracts decisions, action items, entities → Knowledge graph links to previous engagement notes → AI generates meeting summary and tasks → Pipes send daily recap email → Ask 'what did client X say about Y six months ago?' and get cited answer.
Features that matter
for your workflow.
Voice meeting recording with AI summary and task extraction
Knowledge graph connects insights across all clients and engagements
Pipes automation generates and sends daily recaps
AI chat recalls specific client decisions and discussions
LTM captures work context without active note-taking
Notebook-per-client organization with cross-client search