Walk into every client call ready.

Yes. Tagup is single-user; only you see your data. Each client has their own profile, their own timeline, their own notes. Search defaults to scope-by-client when you ask client-specific questions. Cross-client search is available but always explicit — you choose when to look across the practice and when to stay inside one engagement.

By default, yes — Tagup won’t record a client until they’ve approved it. 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 are logged with a full audit history, and every recording carries a record of the consent that allowed it. 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 — there’s no shared workspace, no admin role, no auto-share. Export per-session if you need to share a recap; otherwise nothing leaves your account.

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.