Client first chat for freelancers (*plus integrations)

Hi ya'll 🙂

I'm Ian and I've been a freelance software developer for over a year now. Managing communication & follow up tasks with multiple clients can become quite cumbersome, not even to mention digging through old emails months later to see what was agreed upon half a year ago.
Keeping track of all the different communication channels across clients, along with the actual conversations is a painstaking task.

As an example, this is the current flow of starting to communicate with an existing or potential client:

• Get google hangouts link to talk (oh no client doesn't have a google account)
• Client sends Skype link (oh no I have to download skype for business first)
• Try personal Skype (nope, client can't remember account credentials)
• Client sends Microsoft Teams invite, (sign in first)
• Finally start talking
• Record notes & key points of discussion somewhere else
• Call finished. Clean up notes, put into presentable format and mail key points of discussion to client

What the above should ideally look like:

• create a chat with an expiry time, and invite people by email to join the chat (they get a simple link to click, no sign-in needed)
• chat happens via text, audio or video.
• at room expiry, chat text log is pulled and sent to all participants email's for record keeping.

Above was the initial idea and would be sufficient at first for talking to potential clients. Then I started thinking about communicating with existing clients.

Existing clients usually have their own project management systems in place already, but why can't we integrate our chats/meetings with this?

So as an added bonus, integrations can easily be added. Thus tasks & reminders can be created from the chat and will end up wherever your integrations are configured to send them (trello, asana, jira etc...)

Some of the key focus areas here are the ease of use for the freelancer's client, both with starting to communicate and the project management integrations.

It shouldn't add extra overhead for the company, and should save a lot of time and headache for the freelancer.

I have built the chat functionality, but still need to focus on the integrations. Any feedback or constructive criticism would be much appreciated 🙂