Manage Consulting Mission Reports

Leexi customizes the report of each assignment according to the reader: one version for the client, one for the team, one for sales follow-up, each sent to the right place.

A consulting firm does not produce just one type of report. Leexi transcribes the assignment, then generates the reports you need based on the recipient.

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The challenge faced in consulting firms

A multidisciplinary consulting firm with several thousand employees across hundreds of offices had already tested an American AI note-taking tool for personal use. It was never deployed firm-wide for a specific reason: "we did not want to roll out [the tool] to everyone due to privacy and data protection concerns."

In this same firm, an assignment produces multiple reports depending on the reader: a short version for the client, key points for the team, a coaching-oriented version for sales, an assessment of needs versus the offer. The same discussion is summarized differently depending on the recipient.

The real cost

Some assignments involve confidential topics: executive committees, legal files. The teams' question is not "are we allowed to record?" but "who can read this report afterward," with the option to revoke access if needed.

The report must not be uploaded to the CRM until the client is identified: a confidentiality rule that, without automation, is manually applied meeting by meeting.

In a firm of this size, adoption is uneven at the start: in a measured sample, calendars were connected on only 62% of active accounts, and the conversational assistant was used by just 16%. The barrier is not interest in the note-taking tool but initial setup: calendar, single sign-on (SSO).

How Leexi works for a consulting assignment

One model per recipient. You configure a report per use: one version for the client, one for the team, one for sales follow-up. Each assignment generates only the reports you truly need, not a single document to rework afterward.

The right tool at the right time. The report is automatically sent to your document storage tool and to the CRM once the contact is identified.

On the ground. For assignments without video conferencing, the mobile app records from a phone placed on the table.

What we observe in our consulting firms

The main barrier to large-scale deployment is almost always the same: data sovereignty concerns, raised before any feature discussion. Technical setup (calendar, SSO) follows once the decision is made.

One client summarized its use differently than a note-taking tool: "I don't see a tool, I see a memory skill that is starting to develop within us," referring to the conversational assistant queried on exchange history.

Data hosted in France

Exchanges are hosted in France on secure infrastructure, encrypted during transmission and storage. Processing occurs via a closed Azure France environment. Conversations are never used to train AI models. Leexi is ISO 27001 certified and provides necessary documentation for compliance teams.

Frequently Asked Questions

Can the same exchange produce different reports depending on the recipient?

Yes. You configure one model per recipient—client, team, sales follow-up—and each assignment generates only the reports you truly need, not a single document to rework afterward.

Who can access the report of a confidential assignment (executive committee, legal file)?

You configure who has access, and this access can be revoked afterward if needed.

Does the report automatically upload to the CRM?

Only once the client is identified. This rule applies automatically without manual checks meeting by meeting.

Is video conferencing required to record an assignment?

No. For assignments without video conferencing, the mobile app records from a phone placed on the table.

What must be configured before firm-wide deployment?

The calendar and single sign-on (SSO), once data sovereignty issues are resolved upfront—this determines the discussion before technical setup.

Are exchanges used to train AI models?

No, never. Leexi is ISO 27001 certified and provides necessary documentation for compliance teams.

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