I built SwitchDesk for days full of calls.
Make each client a category and a call’s follow-ups land under it, with nothing copied between apps. It’s new, so here’s what’s shipped instead of logos.
For consultants
Client meeting notes and follow-ups for consultants
Make each client a category. Each call, its follow-ups and the to-dos you say are filed under Lumora or Marlow & Finch.
14-day free trial
Before and after
Every client kept apart, in one app.
- Without it: Notes in five placesWith SwitchDesk: Every call filed under its client
- Without it: Scrubbing recordings for scopeWith SwitchDesk: Ask, with the moment linked
- Without it: Friday status written from memoryWith SwitchDesk: Recap drafts your week
Plan: Pro
- Without it: Each client wants notes in their own toolWith SwitchDesk: A webhook per category
Plan: Pro
Sam’s list in the Apricot theme: four follow-ups under Lumora, two under Marlow & Finch, Kestrel Foods collapsed.
Shown in the Apricot theme
One category per client: the Lumora follow-ups under Lumora, the renewal under Marlow & Finch, Kestrel Foods collapsed.Three clients, one afternoon
A note to Joe, the Lumora call, and follow-ups filed under Lumora.
Sam consults for three clients, each a category: Lumora, Marlow & Finch and Kestrel Foods.
2:09 PM
2:09PM
A note to Joe before the call, dictated into Mail.
Hold Globe, talk, let go. The words land where your cursor is, and in Mail “App-aware modes” lay them out as an email.
Dictation is English only and needs a connection.
Wednesday, 2:09 PM: a plain compose card to Joe Raman with the dictated note pasted in, and the dictation pill.A message compose card to Joe Raman: Hi Joe, quick one before we start: could you bring the support team's headcount numbers?.
2:26 PM
2:26PM
The Lumora call, recorded under Lumora.
Nothing joins the call: it’s Joe and you. The meeting is filed under Lumora, with your notes and the transcript inside it.
SwitchDesk doesn’t announce itself in the call, so tell people you’re recording. Laws vary by place.
Wednesday, 2:26 PM: a call window with two people, Joe Raman and Sam Rivera, the notepad with the live transcript, and the recording pill.A video call window with Joe Raman and Sam Rivera. No meeting bot in the participant list.
The SwitchDesk meeting notepad in the Black scheme during the Lumora kickoff call: your notes (Pilot: 12 seats, support team; Starts next month; Send revised proposal (Thu)) above live captions — Joe: “We'd want twelve seats to start, for the support team, starting next month.” Joe: “If the pilot goes well, we'd roll it out to all forty agents. Can you share the pilot pricing before then?” You: “Great — I'll send the revised proposal by Thursday.”.
The notepad's Ask panel during the call: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well."
2:31 PM
2:31PM
→ Lands in your to-do list
The follow-ups land under their client.
Click “Add all” and the Lumora follow-ups are filed under Lumora. A category’s bio tells SwitchDesk what belongs there. The SSO walkthrough for Marlow & Finch is a link: press “Copy Link” to try it.
The pointer and the rows landing: animation added for this page.
Wednesday, 2:31 PM: the end-of-call popup with four suggested to-dos filed under Lumora, the share card for the SSO setup video, and the list with one category per client.SwitchDesk’s end-of-call popup for “Lumora kickoff”: 4 suggested to-dos — Send Lumora the revised proposal, Set up the pilot workspace, Share the pilot pricing with Lumora, Book a pilot check-in with Joe — each with an Add button, plus Not now and Add all. UrgentBlocked
All added
Recording Wednesday at 3:05 PMSSO setup in 2 minutes
Preparing upload…Uploading 62%Ready to share · transcript readyNo connection — uploads when you're back online
Send Lumora the revised proposalLumora
Set up the pilot workspaceLumora
Share the pilot pricing with LumoraLumora
Book a pilot check-in with JoeLumora
The list after Add all: four follow-ups under Lumora, two under Marlow & Finch, Kestrel Foods collapsed.
The tools
The three tools for client work
- Meeting NotesAsk a client call what was in scope and click the source to jump to that moment.Explore Meeting Notes →
- Create VideoWalk Marlow & Finch through the deliverable in a video they can watch without an account.Explore Create Video →
- Recap
Plan: Pro
Your day or week from your calls, dictations and to-dos, ready for the Friday status.Explore Recap →
The math
What three apps cost, next to SwitchDesk Pro.
Granola, Loom and Wispr Flow come to $41 a month. Recap needs Pro.
What you’d payMonthly · per person
- Wispr Flow (dictation)$12.00 — replaced
- Granola (meeting notes)$14.00 — replaced
- Loom (screen video)$15.00 — replaced
- SwitchDesk Pro$18.00
Total
Monthly price, billed yearly where offered; Granola is monthly only.
Last checked
You keep $276 a year on Pro.
Shipped recently
- SwitchDesk 1.0.3 (build 265)Meeting Automations activity now shows your five latest sends, with paging for the rest.
- SwitchDesk 1.0.3 (build 264)Ask for an email and get two or three drafts to choose from.
- SwitchDesk 1.0.3 (build 263)Voice commands fold away in Settings until you want them.
Consultant questions
More in Help →Can I keep personal and client to-dos apart?
Yes. Each client is a category, and Personal stays its own. A category’s bio tells SwitchDesk what to file there.
Can I send exports per client?
Yes, with a webhook per category on Pro. Set them up in
Settings → Meeting exports.Does it track billable hours?
No. There are timers and a stopwatch, but no timesheets. Recap lists what you did.