Meeting Notes · Consultants
How consultants do meeting notes.
Create a board per client engagement in Melo. Tile deliverables, research, meeting notes, and AI on one canvas. Switch clients by switching boards — each with its own spatial context. Local-first means client-sensitive data never touches a third-party server.
The consultants problem
Consultants juggle client deliverables, research, and project management — often across five or more apps. Every tool switch costs 15-25 minutes of regained focus. When your meeting notes is scattered across apps, you lose context, miss connections, and spend more time managing tools than doing real work.
Traditional meeting notes tools weren't designed for consultants. They either force you into rigid structures that don't match your workflow, or they're too simple to handle the complexity of client deliverables, research, and project management.
How Melo helps consultants
Melo gives consultants a spatial canvas designed for meeting notes. Instead of bouncing between apps, you tile everything on one board — notes, web references, AI chat, tasks, and calendar. Your meeting notes becomes a visual workspace that matches how you actually think about client deliverables, research, and project management.
The AI sees your entire workspace, so it can help with client deliverables, research, and project managementwith full context. Ask it to summarize your work, draft communications, brainstorm ideas, or organize your board — and it responds with answers grounded in what you're actually working on.
Pain points Melo solves
Each client engagement requires a completely different set of documents and context
Deliverables, research, meeting notes, and timelines live in separate tools
Confidential client data passes through multiple cloud services
Context-switching between client projects destroys deep thinking time
Consultants workflow in Melo
Open Melo and create a board for your primary client deliverables. Tile your key documents, a task list, relevant web pages, and an AI chat. As you work, the spatial layout keeps everything visible — no hidden tabs, no lost context.
When you need to switch contexts, switch boards. Each board preserves your tiling arrangement exactly as you left it. AI carries context across your workspace, so it can help you connect ideas between different areas of your work.
The result: less time managing tools, more time doing the work that matters. Your meeting notes setup becomes a spatial extension of how you think — fast, visual, and always available.