Make your meeting notes work 10x harder

Searchable
Meeting notes from all previous meetings are instantly searchable, in seconds.

Actionable
Your team can access meeting notes from one centralized space so they instantly know what needs to be done.

Repeatable
Draft beautifully crafted advice to use again and again, freeing-up hours of precious time.

Scalable
Let an intern draft your summaries, using your words, in minutes - while you and the senior team focus on growing the business.

Integrates seamlessly with:

• Redtail
• Wealthbox
• Salesforce

A new way of documenting. And we guarantee you'll love it

Save time
We estimate you will save up to 80% compared to the current archaic way of writing summaries.

Save money
Just a natural result of saving time is saving money for your practice

Unlock efficiencies
With centralized storage of your meeting notes, your team will realize immediate efficiency gains. Only one person will now have to read your handwriting.

Grow
Now you can grow your practice without missing vital information and eliminate any potential cracks in the system.

Send an Annual Summary in less than 20 seconds