AI Meeting Intelligence
Start Meeting
📋

Pre-Meeting Brief

AI-generated from the client record. Helps you prepare before the meeting starts.

🎥

Meeting Setup

1
Client
Name
Sarah Mitchell
Email
sarah.mitchell@example.co.uk
Phone
07700 900123
Adviser
James Harrington
2
Join Meeting

Once you join, you'll have access to live transcription, note-taking, and AI-powered client fact extraction.

🎥 Join Meeting
📱

Mobile Meeting Capture

For face-to-face meetings, use the mobile text input to capture notes. The AI will extract client facts and generate a summary.

📝 Mobile Capture →