Fathom

A team moving from Fathom to Quin often runs both for a while, and that overlap can mean two notetakers announcing themselves on the same call, or a client's history split across two tools that don't talk to each other. Quin connects to Fathom directly, so Fathom transcripts feed into the same Notetaker workflow, search results, and CRM updates as everything Quin records itself.

What you can do with Fathom and Quin

• Search Fathom transcripts alongside Quin's own meeting notes.
  A search by keyword, date, organizer, or participant pulls results from both, so there's no need to guess which tool ran a call.
• Get Fathom transcripts processed through the same Notetaker workflow.
  Summaries, CRM updates, tasks, and follow-up emails get generated from a Fathom call the same way they would from any other source.
• Retrieve a full transcript using a Fathom recording ID.
  The specific call is ready without opening Fathom separately.
• Avoid two notetakers joining the same call.
  Scope Quin's join rules to specific calendars while Fathom's own calendar access gets turned off person by person, so a rollout doesn't happen all at once.
• Keep old Fathom meetings reachable after switching to Quin.
  A compliance request or a renewal call can pull up a transcript from a year ago without a separate login.
• Apply your Guidelines to Fathom transcripts, not just Quin's own.
  A task buried in an old Fathom recap can still get surfaced and acted on now.

Who this helps most

• Teams migrating from Fathom to Quin in stages, where some advisors switch immediately and others keep running Fathom for a few more weeks.
• Firms with compliance obligations around meeting records, where a client relationship documented across two disconnected tools is harder to defend than one in a single searchable place.
• Anyone picking up a client relationship that started before the switch to Quin, since the earlier history still lives in Fathom.

How this shows up day to day

• An operations manager needs to know what was discussed with a client last quarter.
  One search pulls the answer, whether the meeting was recorded in Fathom or Quin's own Notetaker.
• A rep who forgot to turn off Fathom's calendar access joins a call.
  Quin still connects to that Fathom transcript afterward, so the meeting isn't lost even with two notetakers briefly in the mix.
• An advisor preps for a renewal call with a client she hasn't spoken to in ten months, back when the firm still used Fathom.
  Quin finds the old Fathom transcript and summarizes what came up before the call starts.

Frequently asked questions

What happens when I connect Fathom?
Fathom shows up as a notes source in your Notetaker workflow, and Quin can search your Fathom transcript library by keyword, date, organizer, or participant.

Why isn't Quin creating follow-up actions from my Fathom transcripts?
Check that your Notetaker workflow is turned on and configured the way you want, and confirm the Fathom integration is still connected.

Why can't Quin find a transcript I know exists?
Fathom only returns transcripts that have been fully processed, so check whether the recording finished transcribing in Fathom first.

Is my Fathom data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Fathom.

Does Quin replace Fathom?
No. Fathom keeps working the way it always has for anyone still using it. Quin adds a way to search and process those transcripts alongside everything else, without forcing a switch on any one timeline.