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Record client calls, webinars, and CE sessions. Distill returns summaries, action items, decision logs, and CRM-ready exports — without the manual notes you hated taking.
No credit card required · 10 recordings free every month
Client Call — Acme Corp.mp3
52m · Captured for professionals
Every professional workflow has the same capture problem. Consultants run six discovery calls a day and try to write notes while staying present. Financial advisors run planning meetings where the client casually mentions a liquidity event and it doesn't make it into the CRM. CE-required pros — accountants, nurses, therapists, engineers — sit through 40 hours of annual training and retain almost nothing because they were answering email.
Distill is the capture layer for professional work. For client calls, it records (with consent), structures, and exports. Summaries include the decisions made, the action items assigned, the next-step owner, and any red flags that surfaced. Output is CRM-ready for Salesforce, HubSpot, Dynamics, or any system with a CSV import.
For webinars and conferences, Distill captures multi-hour sessions, tags key insights, and builds a searchable record you'll actually reference six months later. No more 'I learned something useful at SaaStr but can't remember what.' Distill remembers.
For continuing education, we time-stamp CE completions and export attendance confirmations compliant with your board's documentation requirements. AICPA, NASBA, nursing boards, bar associations — all supported formats.
Real workflows. No fluff.
Record a consented client call and Distill returns a structured summary with decisions, action items (with owner), and next-steps timeline. Export to Salesforce, HubSpot, or email to the client within 10 minutes of hanging up.
Register, hit record, and walk away. Distill structures the 2-hour webinar into key insights, quotable stats, and a searchable transcript. Reference it months later when you need the stat you half-remembered.
For CE-required professions, Distill captures attendance with timestamps, generates board-compliant completion documentation, and builds a searchable library of every CE session you've taken.
Sales professionals use Distill to capture discovery calls, extract BANT/MEDDIC signals, and sync to CRM fields. No more 'I'll update the CRM later.'
For coaches, therapists, and advisors, Distill captures sessions (with consent), organizes themes across sessions, and surfaces longitudinal patterns you'd miss holding everything in memory.
Stars mark the top 3 features for professionals.
| Feature | Distill | Generic AI tools |
|---|---|---|
| ★CRM-ready structured export | Salesforce, HubSpot, Dynamics CSV | Plain transcript |
| ★Action item + owner extraction | Auto-tagged with owner + due date | Generic bullet list |
| ★CE completion documentation | Board-compliant format | Not supported |
| Consent recording language | Built-in consent prompts | Manual |
| Multi-hour webinar capture | Up to 15 hrs | 30 min |
| Cross-session client history | Client workspace view | Per-session only |
| Confidentiality / NDA-aware export | Redaction + private workspace | Raw text |
| Phone + VoIP + Zoom recording | All supported | Zoom-only often |
| Team-shared workspace | Available on Business | Individual only |
| Compliance audit trail | Timestamped access logs | Not supported |
“I run 6 discovery calls a day. Distill structures each one into a CRM-ready summary and I close more deals because I can actually be present in the call.”
Alex G.
Enterprise AE, SaaS
“My CPA firm requires 40 CE hours a year. Distill captures each session with board-compliant documentation and I've never missed a CE reporting deadline since.”
Riya K.
CPA, audit practice
“As a financial advisor, every client mention matters. Distill catches the casual 'my dad passed away last month' that I used to miss in notes. It's literally changing client outcomes.”
David P.
CFP, independent RIA
ChatGPT and generic transcribers miss the details that matter. Distill was built for your workflow.
Distill maps call summaries into Salesforce opportunity fields, HubSpot contact properties, and Dynamics entities. Not a PDF you have to retype into Salesforce.
Generic tools produce a flat to-do list. Distill tags each action with an owner (you, the client, a third party) and a timeline — the specificity that makes follow-through actually happen.
No other consumer transcription tool generates documentation formatted for AICPA, NASBA, or state nursing boards. Distill does because we asked CE administrators what they need.
Advisors and coaches need to see patterns across a client's sessions over a year. Distill's client-workspace view shows every recorded touchpoint, tagged and searchable.
Jordan's firm runs on discovery calls. Partners expect detailed call notes within 24 hours, formatted to the firm's template, synced to Salesforce, and cleaned of sensitive client references for the shared drive.
Before Distill, Jordan spent 2–3 hours per day on post-call admin. After switching, calls went from call-end to Salesforce-synced in about 15 minutes. The firm's template was wired into Distill's export settings so the output format matched partner expectations exactly.
Over six months, Jordan estimated 300 hours reclaimed — roughly 25 hours a month that went into client work and business development instead of retyping notes. The partners noticed the improved follow-through on commitments and Jordan was promoted a cycle early.
Outcome: 300 hours reclaimed over 6 months, promotion one cycle early, and a follow-through record that partners explicitly called out in the promotion review.
Plus is enough for solo practitioners. Pro adds CRM integration, CE documentation, and 15-hour webinar capture. Business adds shared workspaces, DPAs, and SSO.
You didn't get licensed to type notes. Capture every client call, every webinar, every CE hour with structure — and spend your hours on the judgment only you can provide.