Simple, transparent pricing
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Manual
Perfect for advisors who upload transcripts themselves.
- Unlimited executive summaries
- Client records with full meeting history
- Upload transcripts manually
- Custom branding (logo, colors)
- Download as DOCX or PDF
- Email summaries to clients
- Automatic section formatting
MOST POPULAR
Automation
Fully automated — connect your meeting platform and summaries appear in your inbox.
- Everything in Manual
- Zoom, Google Meet, Teams & Webex integrations
- Auto-process recordings after every meeting
- Cloud storage output to Google Drive or OneDrive
- Open threads tracked across meetings
- AI client briefs before every meeting
- Follow-up reminders for clients going stale
- Zero manual uploads needed
COMING SOON
Firm
For practices with multiple advisors — one subscription, up to 5 team members.
- Everything in Automation
- Up to 5 team members
- Invite & manage team members
- Shared firm branding across all advisors
- Firm-wide view of everyone's summaries
- Tamper-evident records with activity trail
- Central billing — one invoice for the whole team
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