Overview
The Practifi mobile app brings Meeting Intelligence into the room with you. While Practifi's Notetaker joins and transcribes virtual calls, the mobile app brings the same capability to in-person meetings: place your phone on the table, start recording, and the app handles the rest. When the meeting ends, the recording is uploaded and processed through the same pipeline as your virtual meetings, producing a transcript, an AI-generated summary, and Follow-up Assistant suggestions, all without any manual notetaking on your part. If you spend significant time in face-to-face meetings, using the Practifi app ensures that every client conversation is documented with the same consistency and completeness as a video call.
The app also serves as a mobile companion for meeting preparation and review. Before you walk into a client meeting, you can check Smart Notes related to the event, confirm upcoming appointments, and review summaries and follow-up suggestions from recent meetings. Everything you see in the app is drawn from your existing Practifi data, so there's nothing new to set up.
This article explains how to get started with the mobile app, record in-person meetings, and make the most of its preparation and review features. The Practifi mobile app is focused on AI-powered meeting capture and review. If you're looking for general mobile access to your Practifi data, see our article on Using the Salesforce Mobile App.
Please note: The Practifi mobile app requires Meeting Intelligence to be enabled for your organization, and each app user must have a Meeting Intelligence license assigned to their account. The app is currently available for iOS (version 18.0 or later) only. Android support is planned for a future release. If you have questions about your access to Meeting Intelligence, please reach out to your Client Success Manager or Practifi contact.
- Getting Started
- Navigating the App
- Recording a Meeting
- Viewing Meeting Details
- Settings
- Considerations
Getting Started
Download the App
To download the Practifi iOS app, search for "Practifi" in the App Store and tap Get.
After installation is complete, open the app, enter your Practifi credentials, and tap Log In.
Please note: We recommend enabling Face ID or fingerprint login so you don't have to manually enter your username and password in future sessions. See the Enable Biometric Login section below.
When logging in for the first time, you may be prompted to enter a verification code sent to the email address associated with your Practifi account. You're also asked to allow the Practifi app to access and manage your data. Tap Allow to proceed.
Please note: Any Practifi user can sign in to the mobile app, but features will only be available if you have the required Meeting Intelligence license and permissions. If you sign in and see an access error, reach out to your Practifi Administrator to resolve access issues. In addition to a Meeting Intelligence license, admins should confirm users have the Practifi - Mobile API permission set assigned.
Enable Biometric Login
We strongly recommend enabling biometric login after signing in to the app for the first time. This will allow you to sign in using Face ID or a fingerprint in future sessions by tapping Log In With Biometric on the login screen instead of manually entering your credentials each time.
To enable biometric login:
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After signing into the app, tap the Settings cog.
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On the Settings screen, tap the Biometric Login toggle to enable it. You'll be prompted to glance at your phone to enable Face ID or use your fingerprint.
Create a Voice Profile
You can upload a voice recording to help identify you in meeting transcripts. To create a voice profile:
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From the Meetings screen, tap the Settings cog.
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On the Settings screen, tap the microphone icon in the Voice Profile section.
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Read aloud the text you see in the pop-up.
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A confirmation message appears when your voice profile is saved.
Navigating the App
The app has two main sections, accessible from a tab bar at the bottom of the screen: Meetings and Settings. If you already use Meeting Intelligence on the desktop, the mobile layout will feel familiar. The meetings list, meeting detail screens, and the information shown throughout the app follow the same structure as the desktop experience, adapted for a smaller screen.
The Meetings Screen
The Meetings screen is your home base in the app. It shows your meetings organized by day, with the most recent and upcoming days visible. Each day appears as a section header (e.g., "Yesterday", "Today", or "Monday, June 1") with your meetings listed chronologically beneath it. Days with no meetings show an empty space beneath the header.
Each meeting card displays the event subject, related entity, and scheduled time. Meetings that have recently been captured display a Processing status badge. For meetings that have been processed, you'll see a Summary Ready badge.
You can scroll up or down to view additional days. If you've scrolled away and want to return to the current day, tap Today at the top or bottom of the screen.
Searching and Filtering
When you tap the magnifying glass icon in the header, it expands into a search field that lets you search for meetings by event subject or related entity name.
Tap the filter icon to toggle between showing all days or weekdays only. The default selection is Work Week.
Recording a Meeting
The most valuable thing the mobile app does is capture in-person client meetings. Rather than relying on handwritten notes or a separate recording device, you place your phone on the table, start recording, and the app handles the rest. When the meeting ends, and the recording is uploaded, the same AI pipeline that processes your virtual meetings produces a transcript, a summary, and follow-up suggestions for you to review on your phone or desktop.
Please note: If you're recording in a loud environment, background noise can disrupt the recording and might impact the accuracy of the transcript.
Starting a Recording
There are two ways to start a recording, depending on whether you've already navigated to the specific meeting.
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From the Meetings screen: Tap the red microphone icon to start capturing audio immediately. When you stop the recording, the app asks you to select the meeting it belongs to. It shows events that fall within a two-hour window around when you started recording, excluding meetings that already have a transcript or a virtual notetaker scheduled. Select the correct meeting from the list, or create a new one if this is an ad-hoc meeting.
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From the meeting detail screen: Tap a meeting to view it, then tap the Record Meeting button. Because the app already knows which meeting you are recording, no association step is needed when you end the recording. This is the faster path when you know which meeting you're about to walk into.
During Recording
The recording screen shows a timer counting up, a pulsing recording indicator, and a red circle that moves and changes shades to indicate that the microphone is picking up sound.
Two controls are available during recording:
- Pause temporarily halts audio capture. This is useful for sidebar conversations or breaks that you do not want included in the transcript.
- Stop ends the recording and moves to the next step.
There is no cancel button. If you stop a recording you do not intend to keep, you can discard it later (see Managing Recordings).
Recording continues if you switch to another app or lock your device. A persistent notification at the top of your phone screen lets you know the recording is still active in the background. If an incoming call or another app interrupts the recording, it pauses. Depending on the interruption, it may not resume automatically. We recommend returning to the Practifi app to confirm the recording has resumed, then tapping the Record icon again if needed.
After Recording
When you press the Stop icon to end the recording, you'll see an upload progress indicator. You can tap the Continue in Background button to navigate away while the upload runs in the background. The upload progress bar becomes a small line at the top of the Meetings page. A notification appears when the recording is uploaded.
When you stop a recording that was started from the Meetings screen, the Link to Meeting screen appears after the upload, showing any existing meetings for the day. Select the meeting the recording belongs to, or tap the + Create new meeting button to create one.
A meeting title and the related entity are required. The date and time are pre-filled from the recording. Tap the Create Meeting button to save the recording.
After it's uploaded, the recording is processed. The resulting transcript, summary, and Follow-up Assistant suggestions will be available on the meeting detail screen once processing is complete. Processing time is comparable to that of a virtual meeting.
Managing Recordings
A numbered badge appears on the inbox icon in the upper left-hand corner of the Meetings screen to alert you to any failed or orphaned recordings. Orphaned recordings are those captured in the app but not uploaded or associated with a meeting. For example, if you stop a recording and navigate away without entering any information, it's considered orphaned.
Tap the inbox icon to view failed or orphaned recordings.
On the Recordings screen, you can toggle between failed, orphaned, and uploaded recordings. A red countdown message shows you how much longer the recording will be retained on your device. For failed recordings, you can retry the upload. For orphaned recordings, you can do the following:
- Tap the play icon to listen to the recording.
- Tap the link icon to associate the recording with an existing meeting or create a new one.
- Tap the share link to see sharing options, including iMessage, AirDrop, and email.
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Tap the trash can icon to delete the recording.
You can also tap the Uploaded heading to play, share, or delete uploaded recordings.
Viewing Meeting Details
Tapping a meeting card opens its detail screen. What you see depends on whether the meeting is upcoming or has already been processed. For future meetings, the detail screen is a preparation tool that gives you client context before you walk in the door. For completed meetings, it becomes a review and reference view that shows the full Notetaker output.
Key Details
Every meeting shows its date and time, attendees, and notetaker status. For meetings that do not yet have a recording or a virtual notetaker scheduled, the Record Meeting button is active. Tapping Record Meeting begins recording with the meeting pre-selected, which skips the association step when you stop. If the meeting already has a transcript or has a notetaker enabled, the record button is disabled. You can tap the Notetaker toggle to disable it and enable the Record Meeting button.
Please note: The Notetaker toggle must be disabled 15 minutes before the meeting start time. This buffer is required for the background processing to disable Notetaker and enable the Record Meeting button.
Meeting Summary and Transcript
For processed meetings, a preview of the AI-generated summary appears below the key details. The summary captures the key discussion points, decisions made, and identified next steps from the meeting, the same content that Meeting Intelligence produces for your virtual calls.
If your firm stores transcripts, you can tap the Summary & Transcript button to view the full meeting summary and transcript.
Tap the Transcript tab to view a searchable transcript of the meeting.
Follow-Up Suggestions
If the meeting generated follow-up suggestions, they appear below the summary. Follow-up suggestions may include tasks or processes based on what the AI assistant detected in the conversation. You can tap the info icon on any suggestion to expand it and view the AI's reasoning.
Please note: Follow-up suggestions are currently read-only in the mobile app; actions such as creating tasks or applying topics must be done on the desktop.
Smart Notes
Any Smart Notes associated with the event appear at the bottom of the detail screen. A preview of the most recently updated note is displayed by default. Tap the View Full Note button to see the full text of the Smart Note. If there are multiple Smart Notes for the event, you can use the selector to switch between them.
Whether your team uses Smart Notes to capture relationship history, investment preferences, or pre-meeting briefs, having them available on your phone means you can arrive at every client meeting fully prepared, even when you're away from your desk.
Please note: Smart Notes are read-only in the mobile app. To create or edit Smart Notes, you must use the desktop.
Settings
The Settings screen shows your connected Practifi account, including your username and organization, along with the following options:
- Biometric Login: Toggle Face ID sign-in on or off. See Enable Biometric Login for instructions.
- Voice Profile: Upload a recording of your voice to help identify you in meeting transcripts. See Create a Voice Profile for instructions.
- Recording Retention: This setting controls how long recordings are kept on your device. The options are 2 days, 7 days (default), or 10 days.
- Dark Mode: Tap the toggle to enable a dark theme for the app.
- App Version: Displays the current version number, useful when troubleshooting with support.
- Log Out: Clears your session and returns you to the sign-in screen. You'll be asked to confirm before signing out. This action deletes any recordings retained on the app and resets your settings. Deleting the app does the same.
Considerations
- Starting and uploading a recording requires an internet connection. Offline recording is not supported in this version.
- A meeting cannot have more than one recording. Meetings that already have a transcript or a virtual notetaker enabled cannot have a second recording attached. If you need to re-record a meeting, the existing transcript must be removed first.
- Disable the virtual notetaker before recording in person. If you want to record an in-person meeting instead of using Notetaker, disable the Notetaker toggle at least 15 minutes before the meeting time. We recommend setting up meetings with the interaction style in mind; disable Notetaker when creating in-person meetings.
- No additional setup is required. Recordings are processed through the same Meeting Intelligence pipeline as your virtual meetings. If virtual meeting capture is already in place for your organization, in-person recording requires no further configuration.
- Upload and processing times are comparable to virtual meetings. Even lengthy recordings are typically small files and upload quickly, though upload time can vary depending on your internet connection. A progress bar is displayed while an upload is in progress, and the upload continues in the background if you switch away from the app. However, force-quitting the app will stop any uploads and potentially corrupt the files. Do not force-quit the app during any background recording, uploading, or processing.
- The app respects your Practifi permissions. You will only see the meetings and entities your desktop access allows. As with the My Meetings view on the desktop, you will not see meetings from your division.
- Microphone and notification permissions are requested on first use. Notifications are requested when you first open the app. Microphone access is requested the first time you attempt to record. If either permission has not been granted, the app will prompt you to enable it in your device settings.
- If an upload fails, your recording is preserved. If an upload fails due to a network issue, the app retains the recording locally and displays a notification you can tap to retry it. After completing a recording, we recommend double-checking for a notification that it was uploaded and processed successfully within a couple of hours. If you don't see it, check the Recordings inbox to see if the upload failed.
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