Jump offers two types of user seats: Full seats and Lite seats. Each seat type is designed to match different role requirements in your practice, while working together seamlessly to manage client meetings and notes.
Full Seat Users
Ideal Role: These users typically meet with clients
Meeting Capabilities: Can send the Jump notetaker to video calls or use it during in-person meetings
Post-Meeting Actions: Receive AI-processed notes automatically after each meeting
Lite Seat Users
Ideal Role: These users often work in support or administrative roles
Meeting Capabilities: Cannot send the Jump notetaker to meetings, as they are not primarily meeting with clients.
Access & Visibility: Can help review pre-meeting prep and sync notes and tasks for Full users
Note: If you have Lite users on your account, you can grant them access to Full users' upcoming and AI-processed meetings by following the instructions found in this help center article.
Key differences in Lite vs. Full seats
Automations are the main difference between Full and Lite seats. Full seat users rely on automations to generate pre-meeting prep, meeting notes, follow-up tasks, and more. Lite seat users have limited access to automations, with their capabilities focused on review and support:
Full Seat: Access to a range of automations to streamline note-taking and follow-ups.
Lite Seat: Can collaborate and support the team, but does not have automation capabilities.
Note: Full users have default automations applied to their accounts out of the box. If you have questions about the automations page or would like to make your own, reach out to our support team at [email protected].
Still not sure if a Full or Lite seat is best for you and others in your firm? Reach out to [email protected] for assistance.
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