Meetings

The Meetings section is where you log, track, and review all interactions with clients and colleagues. Whether it's a formal board meeting, a quick call, or an internal planning session, you can keep a record of what was said, who was there, and any follow-up required.

This section not only keeps track of what's happening today and in the future, but also feeds directly back into Companies and Contacts, so you always know who you met and when.

These meetings can also be linked to a "follow-up" which will automatically remind the colleague involved to catch up with the counterpart.

If your organisation has "Daily Briefings" installed, this will also become part of your Briefing emails - a great way to know what's happening today, and what needs to be followed up on.

Add a New Meeting

Click "Create New Meeting" and fill in the core details: title, attendees, date, time, and any notes.

Meetings can be linked to a contact, an account, or both. This allows for future look-up and automatically brings that context into your team's view.

View and Edit Meetings

The meetings list is searchable and sortable by date. Click on a meeting to view the full details, including notes and action items.

You can edit the meeting to adjust notes, change attendees, or record outcomes. This is especially useful after the fact, when you want to log decisions or capture takeaways.

AI Assist

On any meeting detail page, open the side panel (right edge of the screen) and select the AI Assist tab to ask questions about the interaction in plain English - for example, "What were the key outcomes of this meeting?" or "Draft a follow-up summary." The AI has access to the meeting's details and linked records to give you a grounded, contextual response.

Counterpart Labels

When logging a meeting with multiple organisations, you can give each counterpart block a label to clarify who they are in the context of that meeting - for example, "Client", "Co-advisor", or "Partner".

Labels show up on the meeting detail page and in any call report emails sent from that meeting, grouping each organisation's contacts under the right heading. This is particularly useful for joint meetings where the distinction between parties matters - and where you'd rather not hand a document to a client with everyone listed under a generic "Contacts" heading.

The label field is optional. If you leave it blank, the group will simply appear as "Counterpart".

Meeting Follow-up

When creating or editing a meeting, you can set a follow-up date and pick a team member to assign the resulting to-do. ORCA creates the to-do automatically - titled from the meeting type and counterpart companies, and linked back to the meeting - so nothing falls through the gap between "we'll follow up on this" and actually doing it.

The to-do lands in the assigned user's list and shows up in their dashboard panel. If no user is selected, the to-do is assigned to you by default.