From Client Review to Actionable Notes in Under an Hour

When you’re in a client session reviewing 30 to 80 shots, what systems are you using to capture notes effectively and get them back to your team quickly?

Specifically:

• Are you recording audio, video, both?
• Are you relying on someone dedicated to note taking, or are you using AI transcription tools?
• Are you screen recording the session and generating stills for visual reference?
• How are you tying notes to specific shots and versions so nothing gets lost in translation?

Also interested in how you handle:

• Rapid fire feedback where multiple shots are discussed out of order
• When creative notes evolve mid session
• Clients who reference “that earlier version” without a shot number

Given that our work is highly visual and client feedback is essential for revisions, what has actually worked well for you in practice?

Curious to hear what production proven tools, workflows, or related tips have saved you time.

Thank you!

Borzi

Hi Borzi,

I tend to rely on both me and my producer taking notes.

Recording the meeting (if possible) and then using the transcode meeting options which have improved in quality.

I am a huge fan of OpenClips so that I can have a stack of all my versions in the timeline ready to refer back to should i need them.

Burn in metadata on all of my WiPs contains the version number of shots so any screen grabs that my clients use to annotate, we can see what version it is that they are referring to.

If we are in a flame session then I will run a BFX track on top of the edit and annotate using a paint node. It can be easy to loose those frames so if I can i will drop a mux with freeze current frame.

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For us, my producer and I type live notes, then after the meeting we share and consolidate.

Typing class has turned out to be my most valuable investment in high school. I’m like a court stenographer.

But recording is a good idea, if the clients are ok with it.

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Can’t agree more. Ms. DeSteuben. 1975. One of the teachers who not only most disliked me, but in a strange way has had the most influence on my life. I apply her lessons every day.

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Basically, for real-life application, typing and shop are probably the best investments in high school. Wish I’d taken shop too.

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