Walk into every client call ready.

That is what Tagup is built for. Every client is their own record — their own timeline, notes, commitments and follow-ups — so nothing pools into one undifferentiated pile the way it does in a notebook or a shared CRM. Ask about one engagement and the answer comes from that client’s history. And because the whole practice is yours in one account, you can look across it when you actually want to: what did I promise this quarter, who haven’t I spoken to since spring.

By default, yes — Tagup won’t record a client until they’ve approved it, or until you tell it you already have their permission. You send a transcription-approval request from the client’s profile, stating who you are and your purpose; they approve from their email — no Tagup account needed — and can revoke at any time. Approvals last a year and Tagup warns before one lapses, so a renewal prompt never comes as a surprise. Approvals are logged with a full audit history, and every recording carries a record of what allowed it. If you record on your own statement of permission, that statement is dated and kept apart from the client’s answer — it is never presented as their approval. Recording stays a deliberate step you take at the start of a session — nothing is ever captured in the background — and any client who’d rather not be recorded can run notes-only.

Yes. When you’re setting up the next tagup with a client, Smart Agenda drafts one from the engagement history — open commitments, unresolved threads, what you covered last time — and you edit from there. Add a steering note (“focus on the Q3 renewal”) when you want it pointed somewhere specific.

Your transcripts, notes and briefs are encrypted, scoped to your account, and never used to train any external model. Tagup is not a CRM — no shared workspace, no admin role, no auto-share. Two things can leave, both by your hand: you can send a single session back to the client who was in it, with a preview of exactly what sends, or export a client’s full record as a document from their own page. There’s no export of a single session, and no share to anyone else. Otherwise nothing moves.

Yes. You can keep the client profile and all session history indefinitely (the next engagement is often two years later, and the memory pays off). Or you can export per-client and delete — your choice, one click.