Communication
•
Global
Ravical &
Fathom
Connect Ravical to Fathom so the meetings your team already records feed the work that follows. Meeting summaries and transcripts sit alongside client history, so each conversation can start, inform or finish a piece of work.
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AI meeting recorder that captures, transcribes and summarises client calls
Fathom records, transcribes and summarises meetings on Zoom, Google Meet and Microsoft Teams. Teams use it to keep a searchable record of client conversations. Ravical reads the meetings each user can already view in Fathom and turns what clients say into Work.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
Fathom
?
01
Client conversations in Fathom become work Ravical can spot and run
Ravical reads meeting summaries and transcripts from Fathom through Fathom's own connection. Concerns, life events and business changes that clients mention in meetings are spotted as signals, then picked up by the right workflow with the client's wider context alongside.
Meetings to work | What a client says on a call is spotted as a signal and passed to the right workflow, so a mention in a meeting reaches the right person without anyone having to remember it
Client context | Summaries and transcripts sit alongside email, documents and the firm's other connected systems, so drafts start from the full picture
Captured intent | Concerns about the business, finances or family that clients raise in calls are recorded in Fathom and picked up by Ravical as work to run
02
From recorded meetings to work the firm can price: Fathom and Ravical together
Fathom captures what clients say in meetings. Ravical turns it into work and prices it by outcome. Each recorded conversation can start a piece of work that the firm delivers and bills for.
Signals from every meeting | Each meeting a user can view in Fathom is read for signals, so a concern raised in a call becomes work for the right person
Preparation from past calls | Before a client meeting, Ravical brings in earlier conversations from Fathom alongside the rest of the client history
Patterns across clients | Conversations across the client book show where needs are changing, which lets the firm reach out before the client asks
Experience how it works.
Request a demo.
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