What if You Never Had To Take Meeting Notes Again?

BY Team practifi
Practifi

Every advisor knows the tension that comes with client meetings. You want to stay fully focused on the conversation, but you also need to capture every detail so nothing gets missed later. Dollar amounts, deadlines, personal context and follow-up tasks all arrive at once. Trying to track it all while staying present is stressful and often unrealistic.

Important insights slip through. Tasks get delayed. Documentation takes longer than it should. Taking notes becomes a barrier to connection.

Meeting Intelligence changes that.

Meeting Intelligence uses AI to capture client conversations accurately and automatically, so advisors can stay engaged without worrying about what they might forget. Instead of typing notes during the meeting or spending time afterward trying to reconstruct the discussion, every detail is captured, summarized and turned into clear next steps.

This leads to a smoother client experience, stronger follow-through and greater confidence that nothing was missed.

Eliminate the Gap Between Great Conversation and Great Advice

Picture a comprehensive planning meeting with high net worth clients. The conversation includes estate planning, tax strategies and college funding for their three children. You discuss trust structures, Roth conversion timing, 529 plan contributions, gifting strategies and charitable giving. Several action items emerge. You need to update estate documents, schedule a meeting with their CPA, research fund options and prepare education projections.

Without Meeting Intelligence, you are trying to keep up with specific amounts, dates and tasks while staying engaged. After the call, you spend another 30 minutes typing notes into the CRM and hoping you captured everything accurately.

With Meeting Intelligence, you stay focused on your clients. The AI Notetaker captures everything, including the two million dollar trust they want to establish, the timing for the Roth conversion, the college start dates in 2027, 2029 and 2032 and every action item discussed. Minutes after the meeting ends, Follow-up Assistant suggests tasks such as scheduling the CPA meeting, updating estate documents, researching 529 fund options and preparing education projections. You review, approve and move confidently to your next meeting.

This is not just transcription. It is complete meeting intelligence that captures context, decisions and next steps so the entire team stays aligned.

A Connected Ecosystem That Works Together

Meeting Intelligence is also part of a larger ecosystem within Practifi that makes relationship management easier across the entire firm. It captures the conversation, Smart Notes organizes and enriches the content and Follow-up Assistant turns it into action. These capabilities work together to transform discussions into complete documentation and clear next steps. This is what sets Practifi apart from standalone notetaking tools. It is not about transcription. It is about turning every conversation into structured, actionable insight that fits naturally into your firm’s workflow.

Greater Clarity, Stronger Relationships, Better Outcomes

When advisors are not worried about missing details, they show up differently. They stay present, ask better questions and build stronger connections because clients feel heard and understood. Meeting Intelligence supports that experience by giving teams the clarity and accuracy they need to follow through consistently. It strengthens documentation, improves task management and helps advisors deliver the level of service clients expect by freeing them to focus fully on the relationship.