Agents for accountants/Client meeting agent

Accountancy agent

Client meeting agent

Briefs the adviser the day before, then turns the meeting into the file note, the tasks and the record updates when it ends.

Talk to us about this agent How it runs
Fixed price

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An honest note

Copilot's own meeting recap is useful, and many firms already have it. This agent does what the recap doesn't: your template, filed in the right place with your naming, the tasks created, the client record updated and nothing filed until the adviser approves.

What starts it

It starts on its own.

Standard trigger

The calendar event has your firm's “Client meeting” category.

  • The brief posts 24 hours before the meeting.
  • The file note starts when the Teams meeting ends.
  • A rule can add the category automatically for meetings with someone from a known client's email domain.

It could also start when

  • The meeting is linked to a client record in your CRM
  • The meeting was booked through a client booking page that sets the category
  • For face-to-face meetings, a recording or notes emailed to a meetings mailbox

Manual fallback

Paste your notes, or upload a transcript to the agent in Teams.

  1. Trigger

    The category is on the event, 24 hours before it starts.

  2. System

    The agent reads the client folder, recent emails and open actions.

  3. Action

    A one-page brief goes to the adviser in Teams.

  4. Trigger

    The Teams meeting ends.

  5. System

    The transcript and attendees are fetched and the client is identified.

  6. AI

    Decisions, actions with owners, changed circumstances and any risk or complaint language are extracted. The file note is drafted in your template, with a follow-up email.

  7. Your team approves

    The adviser approves or amends it in Teams.

  8. Action

    The note is filed to the client folder with your naming, tasks are created, changed record fields are updated and the follow-up is placed in drafts (not sent).

What it does

The day before a client meeting, the agent reads the client folder, recent emails and open actions and sends the adviser a one-page brief in Teams. When the meeting ends it drafts the file note in your template with the actions and a follow-up email, and files, tasks and updates the record only once the adviser approves.

Where your team approves

Before anything is filed or sent.

You decide what each agent may do on its own and where a person has to approve. By default, anything that goes to a client or raises a bill waits for one of your team.

Standard in every firm

  • Triggers
  • Brief
  • Transcript
  • Extraction
  • Approval card
  • Filing
  • Tasks

Set up for your firm

  • Your file note template
  • The category name
  • Folder and naming convention
  • Which record fields to update
  • The tone of the follow-up

Today

The adviser digs through email before the meeting, writes the note from memory later and types the actions into three places. The follow-up slips. A regulated file note can take 60 to 90 minutes and lags the meeting by days.

With the agent

The brief is waiting the day before, and the note is drafted minutes after the meeting. Actions and record updates happen on approval, in the same format, on the same day.

Worked example

What it could give back to your firm.

Worked example

Client meetings a year
920
Hours back a year
690
Value of that time a year
£82,800

Illustrative defaults. Put in your own numbers.

How it's worked out

  • Meetings = fee earners × meetings per person per week × working weeks.
  • Hours = meetings × ((prep now − prep with the brief) + (write-up now − write-up with the agent)) ÷ 60.
  • Value = hours × value of an hour.

What you need in place

Before it can run in your firm.

  • Recording and transcription switched on for client meetings, with a consent line
  • Your IT provider approves read access to transcripts and calendars (we give them the exact steps)
  • The Client meeting category in Outlook
  • A folder or document system to file into

Price

Fixed price, confirmed on a free 30-minute call

Once live, it's looked after under Embed from £750 a month, which covers up to two live agents.

Microsoft's own usage charges, such as Copilot Credits, are billed by Microsoft to your firm, separately from our fees.

All prices exclude VAT.

Talk to us about this agent See pricing
Do clients need to agree to recording?
Yes, and we give you a consent line to use.
What about meetings that aren't on Teams?
Email a recording or your notes to the meetings mailbox and the agent picks it up from there. Or use the manual route: paste your notes, or upload a transcript to the agent in Teams.
Will Microsoft's own Copilot make these agents pointless?
Some of what people call agents, yes, and we'll tell you when Copilot already does the job. Meeting recaps, drafting and “prepare me for my meeting” are now built in. What isn't built in is your firm: your thresholds, your templates and your naming conventions. Nor is filing to your document system, updating your records or the approval and evidence trail your regulator expects. That's what these agents do.
Where does our data go?
We build agents in your own Microsoft 365, not on our servers, and we don't host your data. Agents your team talks to only see what that person can already see. Agents that run on their own use a dedicated service account, limited to the mailboxes, folders and systems the job needs, agreed with you in advance. We build in UK regions wherever Microsoft offers them, and anything that has to run elsewhere is set out for your compliance lead to approve before go-live. Microsoft doesn't use your Microsoft 365 content to train its foundation models, and every run is logged.
What does it cost to run?
Two things, kept separate. First, our fees: a fixed build price, then Embed from £750 a month, which looks after up to two live agents. Second, Microsoft's usage charges, which Microsoft bills to your firm. We build agents so routine steps run as standard automations and AI is only used where judgement is needed, which keeps Microsoft usage low and predictable. We estimate it before you commit.

Next step

Talk to us about this agent.

A free 30-minute call with James. We'll check how your practice would trigger it and confirm the fixed price.

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