AI Meeting Intelligence
Meetings
Join, transcribe, and summarize adviser-client meetings with AI
AI Meeting Intelligence
Live transcription, client fact extraction, and automated summaries — powered by AI.
+ New Meeting
Feature: Pre-meeting brief generation
Feature: Live transcription
Feature: Client fact extraction
Feature: Post-meeting draft email
📅

Upcoming Meetings

🎥
Annual Review — Sarah Mitchell
📅 2026-05-26 🕐 10:00 AM 📍 Video Call ⏱ 60 min
Scheduled
Join →
📋

Past Meetings

✅
Initial Fact-Find — Sarah Mitchell
📅 2024-11-01 🕐 2:00 PM 📍 Harrington Wealth Office
Completed
View Summary →
👤 Current Client
SM
Sarah Mitchell
sarah.mitchell@example.co.uk
07700 900123
🤖 AI Features
+ Start New Meeting
  • Pre-meeting brief from client record
  • Live transcription + notes
  • AI client fact extraction
  • Post-meeting summary auto-drafted
  • Automated follow-up email draft
📊 Quick Stats
Total meetings 2
Completed 1
Scheduled 1