advisors · wealth managers · consultants

Every client commitment, on record.

Upload the client call or meeting recording. A speaker-labelled, word-timed transcript in minutes — the instructions, the risk conversation, the follow-ups you promised — so "what did we agree" is never a memory contest.

first transcript free · then one-time packs·credits never expire·never used to train AI

The relationship runs on what was said

An hour with a client produces instructions, constraints and promises — and hand-written notes catch a fraction of them. A verbatim record protects the client, protects you, and turns every review meeting into a search instead of a reconstruction.

Built for advisory work

Speaker labels

You and the client come back separated — instructions attach to the person who gave them.

Word-level timestamps

Every commitment carries the exact moment it was made — easy to verify against the audio.

Searchable across meetings

"When did they first mention the property sale?" is a search, not a folder dig.

Every export

TXT and DOCX for your files, JSON for your CRM or records system.

Private by design

Client conversations are confidential. Recordings are transcribed on our own private, secured cloud and never used to train AI.

Questions people ask

Why transcribe client meetings?

Because "what did we agree" should never be a memory contest. A verbatim record of instructions, risk conversations and commitments protects both sides of the table.

Is client audio kept private?

Yes. Transcription runs on our own private, secured cloud and your audio is never used to train AI.

Do I need to record with a special app?

No. Upload audio from any recorder, phone app, or meeting platform — common formats all work.

How much does it cost?

Your first transcript is free — no card. After that, one-time credit packs that never expire: $8 for 1,000 minutes or $12 for 2,000 minutes.