Quick Setup
1Meeting Info
2Client Goals & Needs
3Discussion Notes
4Financial Advisor-Specific Notes
5Action Items
6Follow-Up Plan
Skip the typing entirely
With Christine, you just voice-note your meeting summary. She turns it into structured notes, saves them to Google Docs, and creates follow-up tasks — automatically.
Example voice note
“Hey Christine, just finished a meeting with Sarah. She wants to Voice note after meeting: 'Peterson annual review—move $80K from Vanguard bond fund to total market index, max out 401(k) to $23,500, open 529 for grandchild Lily, target retirement date 2031'. Follow up on Thursday.”