Walk in knowing everything.
Before: the full picture.·During: nothing missed.·After: notes that get read, CRM updated, tasks queued, documents out for signing.
Walk in prepared
AI briefings with client history, previous meetings, and recent emails—delivered before every meeting.
Capture what matters
Smart notes and action items extracted from every conversation, structured the way you work.
Action, not admin
Follow-ups sent, tasks queued, CRM updated, documents out for signing—automatically.
You already know this feeling.
Rushing between meetings. Scrambling to remember what you discussed last time. Realizing mid-conversation you've missed something crucial.
Your clients deserve an advisor who remembers everything. Now you can be.
Before. During. After. Handled.
the dossier
Everything you need to know, waiting in your inbox.
- Last meeting: what you discussed, what you promised
- Recent emails: the context you'd otherwise forget
- CRM snapshot: their portfolio, their concerns, their life
- Delivered 30 minutes before. Read it in 2.
you talk. we write.
Finally, a meeting where you can just be present.
- No frantic note-taking. No "let me just jot that down."
- Action items caught as they're spoken
- Decisions logged. Commitments tracked.
- You'll remember this meeting. So will we.
the aftermath, handled
While you move on, we wrap up.
- Notes in your CRM before you reach your next meeting
- Follow-up email drafted, waiting for your send
- Tasks created where you actually work
- Documents queued for signature when needed
Your CRM will thank you.
Every advisor knows the guilt: that CRM field you meant to update, the note you never wrote, the follow-up that slipped.
"We had a compliance review. For the first time, every client meeting had complete notes. Every follow-up was documented. I didn't have to scramble."
— Head of Advisory, Wealth Management Firm
from calendar to done
connect
Link your calendar, email, and CRM. Takes about three minutes.
prepare
Before each meeting, receive a briefing with everything you need to know.
meet
Have the conversation. We'll capture what matters and find what needs doing.
action
Notes filed, CRM updated, tasks created, follow-ups sent—automatically.
plays nicely with your stack
Direct integrations with the tools you already use. No bots, no friction.
More integrations shipping soon. Got a request?
stop preparing for meetings.
start excelling at them.
Full features for 14 days. No credit card required.