Practice management
Vinyl syncs clients, contacts and groups from XPM into Vinyl, so your meetings, notes and actions are organised automatically.Vinyl syncs clients, contacts and groups from XPM into Vinyl, so your meetings, notes and actions are organized automatically.
How it connects
Vinyl pulls your XPM clients, contacts and groups into Vinyl and keeps them current—so every meeting maps to the right people by default.
Summaries, transcripts and action items are automatically filed in Vinyl against the correct client context, ready for the team to find and use.
Share a secure link to the meeting record, control visibility, and use Ask Vinyl to surface the exact detail you need in seconds.
With XPM data synced, Vinyl recognises who the meeting is about, compiles a clean summary, and attaches outcomes to the right client context in Vinyl.With XPM data synced, Vinyl recognizes who the meeting is about, compiles a clean summary, and attaches outcomes to the right client context in Vinyl.
Decisions, owners and due dates are captured as actions in Vinyl. Your team gets immediate clarity on what happens next.
Clients, contacts and groups are synced from XPM into Vinyl to keep names and relationships up to date for every meeting.
Summaries, transcripts and actions live against the right client context in Vinyl, searchable by client, group and contact.
Publish meeting summaries and actions back to XPM, so timelines and work stay in sync. Subject to XPM’s capabilities.
“The XPM integration is smooth, the AI-generated notes are accurate, and having everything organised and searchable is a huge win.”
Rebecca MihalicBusiness Depot
