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Kajo for Consultants

Every client call, filed by engagement.
Cited. Local. Never mixed.

Import the call, file it in that client's folder, and ask cited questions against that folder only. Searching the entire library is an explicit confirm — it can mix clients. Kajo is not a meeting-notes CRM.

Kajo Voice cited chat scoped to a client-engagement folder
Ask this folder — answers cite the call, not the rest of the archive.

Expert-network heavy users, small-shop PE, credit, and hedge-fund associates running their own calls, and due-diligence independents run the same workstream loop — on the calls they are permitted to record.

The jobs

Empty the week's calls into a workstream

Import the call export or watch the export directory (Lifetime). Rename experts to the role that will appear on the slide — 'Expert 2 — former payer VP' — because that label becomes the attribution on every quote card. File by workstream, client, or competitor folder.

Synthesize for Monday's deck

Ask what eight experts said about the reimbursement change, who contradicted whom on unit cost, and where the tape went quiet. Themes, disagreement, a quote for each claim, and 'not in the corpus' when the calls cannot support the slide.

Pull quote cards — and the quote sheet

Copy a single verified quote with speaker, timestamp, and folder from any citation chip. Then the Quote sheet starter: the strongest quotes on a topic across the workstream, each one a card.

Brief the next expert call

Before the second call on the same topic or person: what is already on tape, what contradicted, what you still do not have — from that folder only.

Draft slide-ready bullets from evidence

The Draft starter writes bullets that stay tied to the calls, with inline citations and a review-required line. Export to Markdown or DOCX, or paste straight into the deck.

Built for client work

File by engagement, not by inbox

Folders are the confidential unit. One client, one study, one workstream — one folder. New chats pin the folder you are standing in. Answers come from recordings in that folder only.

Cited quotes you can paste

Ask for the quote, the contradiction, or a short brief. Export the answer with its quote list to Markdown or DOCX — or paste the cited answer into the memo.

Never mix clients by accident

Empty pins do not mean the whole library. Searching the entire archive is an explicit “Search entire library…” confirm. That is the mixing-clients failure mode, and it is opt-in.

On-device, including Linux

Transcription, translation, summaries, and cited chat run locally on Mac, Windows, and Linux. There is no cloud transcription marketplace in the custody chain.

Kajo vs cloud meeting notebooks for consultants

Feature Kajo Otter / Fireflies
On-device (no audio upload) ✅ ❌
Folder-scoped cited chat ✅ Shared notebook
Explicit whole-library confirm ✅ Default is everything
Joins the call as a bot ❌ Never — import recordings you already have Fireflies: by default; Otter: on paid plans
Cited chat ✅ On your machine Yes (cloud) — AskFred, Otter AI Chat
One-time payment ✅ $49 ❌

Kajo is not Otter. See /compare/otter.

A consultant workflow that stays local

  1. Download Kajo for Mac, Windows, or Linux — free, no account required for the free allowance.

  2. Create a folder per client or engagement. Import the recording into that folder.

  3. Transcribe on-device. Name speakers if the roster still says Speaker 1.

  4. Ask this folder — themes, the quote, a brief, who contradicted whom. Copy the cited answer into the memo.

  5. When the engagement ends, delete the recordings you should not keep. Exclusive chats go with them. The original file on disk is not unlinked.

Three reasons consultants choose Kajo

  1. Local-first / private by default

    Your audio never leaves your laptop.

    Audio is transcribed on-device — there is no cloud-processing path. Private by architecture.

  2. Cross-platform, including Linux

    Mac, Windows, and Linux — one product, three operating systems.

    Native installers for all three. Linux is a first-class target, not a port — the only local audio knowledge base that takes it seriously.

  3. Cited chat

    Ask questions across your archive — get cited answers.

    Chat with your entire library using a local model. Every answer links back to the exact moment in the recording — no copy/paste.

Free

5 files or 150 minutes of audio — total, for life. Core loop (transcribe, translate, summarize, chat), no card, no upload.

  • Transcribes 98 languages on your laptop — all on-device.
  • On-device translation and summaries — no cloud-processing path
  • Private searchable library — full-text + semantic search
  • Folder organization
  • Cited chat across your archive
  • Per-file export (SRT/VTT/TXT/MD/DOCX/PDF/QDPX and more)
  • Mac, Windows, and Linux

Lifetime — $49 once

  • Unlimited files and minutes
  • Unlimited retrieval index
  • Watch folders — auto-import new recordings
  • Batch export
  • Up to 3 machines at once

Your installed version keeps working forever.

Frequently asked questions

Does Kajo upload client calls?

No. Transcription, translation, summaries, and cited chat all run on-device. There is no cloud-processing path. Client audio never leaves this machine.

How do I keep Client A out of Client B's answers?

File each engagement in its own folder and use Ask this folder. New chats inherit the folder you are in. Empty pins retrieve nothing. Searching the entire library requires an explicit confirm because it can mix clients, sources, and matters.

Is this a meeting-notes or CRM tool?

No. Kajo files recordings into a private library and answers with citations you can copy. It does not write your emails, sync a CRM, or join the call. Paste the cited answer into the memo yourself.

What is deleted when I wipe an engagement?

Deleting a recording removes its transcript, search index, and chats that only used that recording. Chats that search the entire library stay, with citations to the deleted file stripped. The original audio file on disk is not deleted.

Can I ask in English after a call in another language?

Yes. Translate the transcript on-device, then Ask this recording in English. Quotes stay in the original language with the original timestamps. There is no second, translated index.

All roles vs Otter vs Granola Trust Center Download

Client audio stays on the machine you already secure.

Download free. One payment unlocks unlimited imports, watch folders, and batch export.