Deliver Consistent Service with Follow-up Assistant

BY kali skidelsky
Practifi

Keeping up with follow-ups after a meeting often means jumping between notes, task creation and team coordination. With our newest release, Practifi Pinot Meunier, we’ve made it easier to turn conversations into action without adding more to your to-do list.

At Practifi, we believe technology should work the way you do — turning conversations into meaningful action naturally and intuitively. Our Follow-up Assistant is an AI-powered teammate that helps you deliver the best client service, every time.

Follow-up Assistant reviews your meeting notes and recommends the right next steps. Whether it’s a task, a templated follow-up or a complete process, suggestions appear within seconds and reflect the way your firm already works.

Once it’s in place, capturing action items feels like a seamless part of your workflow.

A smarter way to follow through

Built natively within the Practifi CRM, Follow-up Assistant works exactly where your team does—no clunky add-ons or separate logins. It’s a natural part of your workflow.

Once a note is saved on a client or prospect record, Follow-up Assistant gets to work. It reads the content, understands the context and suggests the correct type of follow-up based on how your firm operates.

This could mean creating a standard task, applying a task template or even launching a full process. The suggestions are based on your existing workflow setup, so what you see is always relevant and familiar. It works whether your notes are written by a team member or generated by an AI notetaking tool. Either way, there’s no need to retype or reorganize—just review the suggestions and take action.

Context-aware, firm specific reccomendations

What makes this tool stand out is how well it understands the way your firm operates. Rather than offering generic suggestions, it draws from your existing processes, task templates and workflows to recommend the most relevant actions.

If the note includes a mention of a review meeting, it may recommend launching your client review process. If it references document collection, it could surface a templated task for that follow-up. These suggestions are informed by what’s already in your system, keeping everything aligned with how your team works. Suggestions typically appear within 30 seconds of saving the note, so you can take action while the conversation is still fresh. That means every follow-up is timely, relevant and helps you deliver consistent service at scale, without extra overhead.

From one note to many actions

A single meeting often leads to several next steps. This tool helps you identify them quickly by reviewing the note and surfacing a list of suggested actions — all tailored to the context of the conversation.

You can choose which suggestions to apply, make edits if needed and assign tasks directly from the record. It’s an easy way to keep work moving without losing time recreating action items manually. For a broader view across your team, suggestions are also accessible from the side panel on the Home page. This lets you stay on top of follow-ups across the entire practice and prioritize what needs to happen next.