Meetings - FAQ

1. How can I share my meeting notes with my teammates?

Your notes in Abacor are private by default. To share them with your team, you have two options:

1. Push to your practice management tool – This will publish your notes, transcripts, and action items directly into the client’s timeline so your teammates can access them.

2. Use the Share button – You can share notes directly from Abacor using the Share button, which lets you send them to teammates without syncing into your practice management tool.

2. How do I make sure my notes and transcripts are synced?

Once you choose to push content into your practice management tool, Abacor will automatically sync your notes, transcripts, and action items into the correct timeline within an hour.

3. Can I edit meeting notes after the meeting?

Yes. You can review and edit AI-generated notes or transcripts in Abacor before sharing or syncing them.

4. What happens if two teammates attend the same meeting in Abacor?

Each teammate’s notes remain private to their own account unless they choose to push them into the practice management tool. This prevents duplicates but allows flexibility.

5. How long are meeting recordings stored in Abacor?

Recordings are stored securely in Abacor and can be accessed from your dashboard anytime. (Retention policies may depend on your firm’s plan settings.)

6. Can I export meeting notes or transcripts?

Yes. You can export notes and transcripts as a PDF and share them via email or through your practice management tool.

7. Do I need to record a meeting to take notes?

No. You can take manual notes without a recording. If you do record, you’ll also get transcripts and AI-generated summaries.

8. Can I search across all my past meetings?

Yes. You can use Abacor’s search to quickly find specific notes, transcripts, or action items across all meetings you’ve recorded or logged.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.