Everything your customer told you, still there next time.
Neatly records the sessions your team already runs, so what was said in the room travels with the customer — to the next practitioner, and home with them.
FREE
The information already exists.
It just doesn't move.
They explain themselves again
History, injuries, what they're working toward — repeated to whoever is in front of them.
The advice fades before
they get home
They paid for your expertise and remember about half of it.
What they mention in passing goes nowhere
The trip, the flare-up, the goal with a date on it. Nobody downstream hears it.
Nothing about the session changes.
No new system to learn, nothing to install. Neatly fits the session your staff already run and the tools you already use.
1. Press record
Your practitioner runs the session exactly as they do today.
2. The handoff writes itself
Whoever sees the customer next starts where the last session ended, with what matters already flagged.
3. Review in about thirty seconds
Read it, edit anything, approve. Then it routes to your shared record, CRM or booking platform. No notes after hours, no handoffs from memory.
Everyone who sees this customer works from the same picture.
One golfer might see a swing coach, a trainer and a physical therapist in the same fortnight. Change the three job titles and it's your business.
One customer, one record
Every specialist walks in knowing what the others heard.
Fewer accidental contradictions
Your team stops quietly giving the same person different plans.
The cue reaches the right person, before the visit
It goes to whoever needs it, not into someone's head.
The session ends. The relationship shouldn't.
Your own branded app carries your expertise home with the customer, so the advice you were paid to give keeps working between visits.
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Answered from their own session, in your voice.
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Your methodology and your protocols, not a generic chatbot.
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Neatly sits behind it. We don't sit between you and your customer.
This is not a monitoring tool.
Consent comes first
Customers are asked before anything is recorded, and recording can stop at any point.
Access is defined by you
You decide who sees what, and what routes to which system.
Not there to score your staff
Built to help a practitioner hand off well, not to rate them.
See it on one of
your own sessions.
Tell us what to listen for. The two or three things worth pulling out of a conversation, in your own words. We send back what you asked for, drawn from your own conversations.