Baxter - the AI meeting assistant for relationship-driven firms

Put your CRM to work for you. External and internal data, in one ecosystem, all automated. Zero admin, better relationships, and firm-wide memory that compounds over time.

What Baxter does

Baxter runs your full meeting lifecycle in the background. Before every meeting it compiles a tailored briefing covering the people you are meeting, their companies, your relationship history, recent developments, and relevant CRM context. During meetings it joins Google Meet, Microsoft Teams, and Zoom as a notetaker, or records in-person conversations and phone calls directly from your device's mic. After meetings it writes recaps, organizes notes, updates your CRM, enriches contacts and companies, creates tasks and timelines, and drafts follow-up emails, all delivered to your inbox.

Core features

Pre-meeting intelligence. Automatic briefings on every upcoming meeting. People, companies, relationship history, CRM context, and recent developments, delivered to your inbox before you dial in.
Ask anything. Chat with your firm's full meeting and CRM memory. Query relationship history, past decisions, open action items, and context across every conversation Baxter has captured.
Auto-record. Flip a toggle and Baxter joins Google Meet, Microsoft Teams, and Zoom calls automatically to capture audio, transcribe, and write the recap.
Record on demand. Capture in-person meetings or phone calls through your device's mic, no bot required. Perfect for coffee chats, office meetings, and calls on speakerphone.
Post-meeting execution. Structured summaries, CRM record updates, contact and company enrichment, task creation, and drafted follow-up emails, all handled automatically.
Institutional memory. Relationship intelligence stays firm-owned and queryable when people leave. Your competitive edge compounds instead of walking out the door.

Who Baxter is for

Firms where relationships and time are high-leverage. Placement agents, wealth advisors, asset managers, consultants, and other relationship-driven teams.

Integrations

Google Meet, Microsoft Teams, Zoom, Google Calendar, Microsoft Outlook, Salesforce, HubSpot, Pipedrive, and Wealthbox. Baxter works with your existing stack, so your team gets value without changing behavior.

How Baxter is different from note-taking tools

Note-taking tools capture the meeting. Baxter is an intelligence layer that synthesizes internal firm data, external signals, and meeting context to brief you before, assist you during, and automate action after. Transcription is a feature. Baxter is the workflow.