CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. With this new integration, GReminders customers can now seamlessly push CurrentClient calls directly into the GReminders AI Notetaker—automatically turning recorded conversations into accurate, searchable meeting notes. The result is less manual work, better documentation, and a more complete record of every client interaction, all while staying compliant.

Set It Up

First, log into your CurrentClient application and go to Settings > AI Notetaker

Select Setup a New AI Notetaker Connection

Select GReminders and connect your existing GReminders account to CurrentClient.

Using It

Once you are connected, navigate to one of your Phone Calls.

Click Actions

Then Select Push to Notetaker

and Select Send to GReminders

This will show up in your GReminders AI Notetaker just like any other Call or Meeting, like so.

You can action on it just like you do with your other meetings.

That’s It.

Any Questions? Email to [email protected]

Keywords: AI Notetaker, Current Client, CurrentClient, VOIP, Phone