About the Project
- Technology Stack: Built as a WordPress plugin, offering seamless integration with the WordPress ecosystem while ensuring flexibility and ease of use.
- Operations Management: Efficiently handles notes management processes, including creating, editing, and organizing notes across various client profiles.
- Relationship Management: Allows structured client management by enabling the creation and categorization of:
- Individual clients
- Client-specific notes
- Ongoing and completed note statuses
- Business Data Management: Stores and manages essential data related to:
- Client records
- Notes history
- Pending and current documentation
- Generated documents
- Admin Panel: Comes with an intuitive and user-friendly admin interface featuring a clean and modern UI for:
- Easy navigation and note access
- Streamlined client and note management
- Efficient document generation and oversight
- Speech-to-Text Integration: Incorporates real-time speech-to-text functionality powered by AssemblyAI, allowing accurate voice transcription directly into notes for improved efficiency and accessibility.
