File notes written from your meetings and checked against your guidelines
Draft file notes
After the call you get a draft file note, tasks and a guidelines check.
You approve first
Nothing is filed until you review and approve it.
Trusted by Australian businesses
Prepared before, done after
Walk in knowing the client. Walk out with the notes written.
Prep brief
A brief before each call, drawn from the client record and their live accounts.
Ask about the client
Ask questions about the client from the meeting page.
File note and tasks
A draft file note and task list once the meeting ends.
Guidelines check
Each note is checked against your firm’s guidelines.
How a meeting runs
The notetaker does the writing. You decide what is filed.
Read the prep brief, built from the client record and live bank data.
The notetaker joins from your calendar and records the meeting.
Review the draft file note and tasks, then approve them.
Built for advice meetings
Notes that fit the way your firm already works.
- Calendar sync
- Meetings come straight from your calendar.
- Recording control
- Turn recording off for any meeting.
- Note templates
- Use your own meeting note templates.
- Firm guidelines
- Set the guidelines each note is checked against.
- Tasks
- Follow-ups become tasks on the client record.
- Live data in the brief
- Briefs read the client’s connected accounts, not only past notes.
And many more Australian businesses
Leave the note-taking to Advisor
Spend the meeting with your client, not your keyboard.
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