Client discovery notes · On-device · iPhone 15 Pro & newer

Turn every client discovery call into a structured brief you own.

Record what matters. Extract what matters. Keep it where you choose.

Before You Forget records your client discovery calls and turns them into clean discovery notes — context, requirements, budget and timeline signals, stakeholders, and red flags — plus a ready-to-send follow-up. All processed on your iPhone, never uploaded to any cloud.

Discovery Brief built for client calls 100% on-device — never uploaded Export to your own storage
The problem

Discovery notes scribbled mid-call are never the full picture

You can be present with the client or taking notes — rarely both. The requirement they mentioned in passing, the budget range, the person who has to sign off: those are exactly the details that decide the engagement, and exactly the ones that don't make it into your notes.

Memory fills the gaps wrong

What was promised, flagged, or scoped is easy to misremember once the call is over.

Note-taking pulls you out

Heads-down typing during a discovery call costs you the rapport that wins the work.

Cloud vaults hold sensitive context

Client requirements and budgets sitting in a vendor cloud is a poor fit for confidential work.

How it works

From discovery call to discovery brief

1

Record the discovery call

Tap record on your iPhone during an in-person client conversation — no extra device, with a visible recording state and consent reminder.

2

Get the Discovery Brief

The app extracts client context, requirements, budget & timeline signals, stakeholders, and red flags — plus a follow-up draft.

3

Own and export

Save the brief to the storage and tools you already use. You choose whether to keep or delete the source recording.

What's in a Discovery Brief

The sections that actually matter for client work

Summary & requirements

What the client wants, in plain language — plus the specific requirements they raised.

Budget & timeline signals

The numbers and deadlines mentioned, so you can scope and price with confidence.

Red flags & stakeholders

Who signs off, what's unconfirmed, and the risks worth raising before you commit.

See a full example brief →
FAQ

Client discovery notes — questions

What's in the discovery notes?

A structured Discovery Brief: summary, client requirements, budget and timeline signals, stakeholders, red flags, and a ready-to-send follow-up draft.

Are my client conversations private?

Yes. Recording, transcription, and analysis run entirely on your iPhone using Apple's on-device intelligence. The conversation is never uploaded to our servers, so there's no cloud copy to leak, retain, or train on.

Which iPhones does it work on?

iPhone 15 Pro and newer — it needs the A17 Pro chip for Apple's on-device intelligence. It won't run on the standard iPhone 15 or iPhone 14, because we never fall back to the cloud.

Do other brief types exist?

The Discovery Brief ships at launch. More profiles (project, vendor, appointment, general) are on the roadmap, not available yet.

Can I use it offline?

Yes — because everything runs on-device, it works fully offline.

Keep the details that win the engagement

Get early access and turn your next client discovery call into a brief — and a follow-up — you fully own.

Get early access

iPhone 15 Pro & newer · App Store launch coming soon