“retire at 60? or 62??”
What changed in their plans
Goals, amounts and dates that move between reviews are flagged with both sources, so nothing slips.
Every client review, remembered.
LYNORIQ keeps your clients' goals, decisions, figures and the follow-ups you promised, across every meeting and email.
Works with Zoom · Microsoft Teams · Google Meet · Webex · Outlook · HubSpot
“send the fee schedule (when??)”
Every follow-up you promised
Your promises and theirs, with dates, closed when they're delivered.
“prep for Thursday... what did we say?”
Ready for the next review
Before each meeting, where things stand and what's still open, from the record.
Try it on your next client review.
Free to start, no card needed. Every line links back to the moment it was said. You approve anything before it's sent.
Your next meeting shouldn’t start from zero.
Start building relationship memory with LYNORIQ. Free to start, no credit card required.