Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Stay 100% present with your clients while the Practifi AI Notetaker handles everything else. It automatically joins your video calls, records every conversation, and captures every detail so you can focus entirely on building relationships, not documenting them.
Connect your Microsoft Outlook to detect scheduled meetings. Then, our notetaker automatically joins your Zoom or Microsoft Teams calls, capturing full audio and video to generate a transcript that is then stored securely in Practifi. Plus, your firm maintains complete control over whether transcripts are stored based on your compliance policies.
The moment your meeting ends, AI processes the recording and delivers a professionally formatted summary. Key discussion points, decisions, and next steps are automatically highlighted and organized, ready to share with your team, clients, or compliance and now stored directly as Smart Notes, making them searchable, editable, and part of your broader client documentation workflow.
Our AI analyzes your full conversation to identify what matters most, then organizes information into clear sections covering key discussion points, decisions made, and next steps. Summaries are now automatically stored as Smart Notes linked to the related entity, appearing alongside your other client notes and feeding into Follow-Up Assistant and Chat. Administrators can configure storage preferences (File Only, Event Description, Smart Note, or both) via the Summary Storage setting in Notetaker settings. A Copy button in the summary header lets users copy the full summary as plain text in one click for easy sharing in emails, messaging platforms, or other documentation.
The moment your meeting ends, Follow-up Assistant springs into action. It analyzes the AI-generated summary, identifies commitments and action items, and automatically creates follow-up tasks—ensuring nothing falls through the cracks and every promise is kept.
The Practifi Follow-up Assistant scans meeting summaries to identify action items, commitments, and next steps, then automatically generates tasks with relevant context, descriptions, and suggested deadlines. It recommends appropriate team members for assignment based on task type and content, and identifies when broader processes should be initiated — like reviews, onboarding, or compliance procedures. All tasks flow directly into your Practifi workflows and assignment queues without any manual entry.
Know how your clients are feeling without reading every transcript. Meeting Intelligence automatically analyzes the tone of each client-advisor conversation and surfaces a sentiment indicator, so you can walk into the next interaction with the full emotional context of the last one.
Each completed meeting displays a sentiment indicator (Positive, Neutral, or Negative) with a brief explanation of what drove the classification. Two new fields on every entity record, Most Recent Meeting Sentiment and Most Recent Meeting Sentiment Date, surface relationship health at a glance without opening individual meeting records. A Negative Meeting Sentiment report covering the last 90 days is available in the Notetaker Reports folder, giving managers visibility across their book of business. The sentiment model is calibrated specifically for wealth management conversations, evaluating the dynamics of the client-advisor relationship rather than just the subject matter discussed.
Stop treating your meeting history as an undifferentiated list of events. Meeting Intelligence automatically classifies every completed meeting by topic, turning years of client conversations into a structured, filterable, and reportable dataset with no manual tagging required.
Each completed meeting is automatically categorized based on transcript content into topics including Annual Review, Portfolio Review, Estate Planning, Financial Planning, Retirement Planning, Tax Planning, Insurance Review, Initial Consultation, and General Discussion. A topic badge appears directly on the meeting detail view, and a Filter by Topic dropdown in the Meetings app lets your team narrow their view instantly. Administrators can view, create, rename, and deactivate categories under the Topic Categories tab in Notetaker settings. For firms with compliance and service delivery requirements, topic classification makes it possible to demonstrate consistent service delivery without relying on advisors to tag meetings manually.
Meet regulatory requirements effortlessly. Every client conversation is automatically documented with accurate transcripts, structured summaries, and timestamped records, all stored securely in your CRM and ready for supervision, review, or audit at any time.
Full audio, video, and transcript capture of every client meeting creates complete documentation with every discussion element tied to specific moments in the conversation. Material discussions, recommendations, and client decisions are clearly documented in structured summaries, while all records are stored securely in your Practifi CRM with controlled access. Firms can customize transcript storage and retention based on compliance policies, and a complete audit trail tracks who accessed records and when.
Stop navigating across screens to assemble context before a call. Chat lets your team engage with the full depth of any client relationship in plain language, asking questions, preparing for meetings, and drafting communications grounded in real data, all without leaving the CRM.
Chat is available directly on Household, Organization, and Individual record pages, as well as through a dedicated Chat page in the Navigation menu. Ask questions in plain language and receive synthesized answers drawn from the full depth of your client’s CRM history, including years of meeting notes, service records, documents, financial positions, and interaction history, with every response cited back to the source record. Because Chat remembers everything discussed in a conversation, your team can start broad and narrow in without re-establishing context. Conversations are completely private, automatically titled, and can be renamed, pinned, exported, or deleted at any time. Chat respects your firm’s existing Salesforce access controls and only surfaces data the user already has permission to see.
Stop scrambling to remember client details. Smart Notes pulls together everything you need before meetings start, with AI-generated content that automatically personalizes based on each client’s unique situation.
Smart Notes automatically pulls relevant information from your client records, including portfolio context with investment holdings, performance, and recent activity. Access AI-generated summaries from past meetings without reading full transcripts, review the complete engagement timeline with past conversations and key commitments, and leverage AI Content Blocks that auto-generate personalized talking points, portfolio summaries, and regulatory updates based on client data. Configure customizable templates to surface different information for different meeting types, ensuring you walk into every conversation with exactly what you need.
Break down documentation silos. Multiple advisors and service staff can contribute to Smart Notes simultaneously across every activity type, from meetings and calls to tasks and follow-ups, integrating CRM data, adding observations, and building comprehensive client documentation together in real-time. No more version control nightmares or scattered notes across systems.
Multiple team members can edit and contribute simultaneously with real-time collaboration, while comments and tagging allow for discussion within notes about client situations. Smart Notes are now available on Tasks and Calls in addition to Events and Entity records, bringing AI-powered documentation to every activity type. Automatic Smart Note creation from logged call descriptions ensures nothing gets lost, while categories help organize large libraries of notes, templates, and content blocks. Pin important notes to keep them easily accessible at the top of lists, and everything rolls up to related entity records so all relevant documentation appears in one place. Everyone sees the same, up-to-date information in a unified view, eliminating duplicate or conflicting notes.
Follow-up Assistant analyzes your meeting notes and client interactions to automatically identify relationship opportunities then generates tasks to ensure timely, meaningful outreach.
Follow-up Assistant reviews both AI-generated and manual notes across all activity types, including Smart Notes on Tasks and Calls, to identify relationship opportunities, then recommends follow-up actions based on conversation content and context. It tracks engagement patterns and relationship lifecycle stages through relationship categorization, surfaces moments for referral requests, service expansions, and relationship deepening, and generates actionable tasks with context and suggested timing. All tasks flow seamlessly into existing Practifi processes without disrupting your workflow.
Turn meeting notes into polished client deliverables with one click. Smart Notes exports to beautifully formatted PDFs ready to share with clients, compliance, or team members—transforming raw documentation into professional materials without any additional formatting work.
Smart Notes generates professional PDF documents instantly with clean, readable layouts featuring proper spacing, fonts, and structure that maintains your firm’s professional image. You can choose which content to include in client-facing versus internal documents, supporting multiple use cases like meeting recaps, planning summaries, action item lists, and discussion guides.
New advisors can deliver experienced advisor quality from day one. Smart Notes templates and AI-generated content blocks create standardized documentation structures across your firm, while still allowing personalization. Preserve historical documentation by migrating existing Notes and activity descriptions into Smart Notes with a centralized migration tool.
Administrators create customizable templates for different meeting types and scenarios, while AI Content Blocks provide reusable, intelligent content that auto-generates based on client data. Every advisor follows the same consistent documentation structure with quality standards built into templates that everyone follows. The Smart Notes Migration Tool converts legacy Notes, Task Descriptions, Call Descriptions, and Event Descriptions into Smart Notes, maintaining continuity with historical client documentation while gaining access to powerful AI-enhanced features. Categories help organize templates, content blocks, and notes for easy discovery, ensuring teams can quickly find and apply the right resources for any client interaction.
Managing multi-generational families and intricate ownership structures has always meant navigating between separate records and mentally assembling a picture your CRM couldn’t show you. Groups changes that, bringing Individuals, Households, and Organizations together in a single unified view so your team can understand the complete picture without the manual effort.
Groups is a new entity type that serves as a container for related client entities. An interactive hierarchy diagram visually maps the group’s full structure, with the Group at the top, member entities below, and the people within those Households and Organizations beneath them. Groups automatically aggregate financials and AUM, services and pipeline, activities, and Smart Notes across all members in one consolidated view. Add or remove members through the Manage Members action from anywhere on the Group record. Groups are containers, not client entities: each member retains its own workflows, lifecycle stages, and processes. Administrators can enable or disable Groups organization-wide and configure which fields appear on hierarchy cards per entity and relationship type.
Stop relying on people to remember compliance steps. Smart Process Builder lets you bake compliance checks, approvals, and best practices directly into your workflows, so every process follows the same standards, every time. Standardization becomes automatic, not aspirational.
Smart Process Builder lets you build mandatory compliance checkpoints into every relevant workflow and automate the routing of approvals with required sign-offs and documentation. You can start with industry-standard process frameworks as best practice templates, enforce documentation requirements at each stage, and benefit from automatic tracking of every step, approval, and completion. The system provides real-time validation to ensure processes align with regulatory requirements as they execute, and standardized execution means the same process runs the same way regardless of who initiates it.
Empower your operations team to build and modify workflows and customize your entire CRM interface without waiting for a technical expert. Smart Process Builder and Smart Component Builder use conversational AI to turn plain English descriptions into sophisticated, automated workflows and custom UI components, making powerful customization accessible to everyone on your team.
Simply describe your process or component in plain English using the natural language interface, and conversational AI understands your business needs as you explain them. The system automatically generates detailed process maps, tasks, dependencies, and UI configurations while showing your work take shape visually in real-time. You can refine and adjust workflows and components through simple conversational prompts, then launch immediately without technical configuration, all with zero coding or technical expertise required.
No more guessing how your workflow will function. Smart Process Builder and Smart Component Builder show you complete visual previews as you describe what you need: see every step, decision point, and connection before deployment. Understand exactly how your workflow or component will operate and refine it until it’s perfect.
As you describe your process or component in plain English, the system generates a real-time visual diagram or live preview showing the complete structure. You can see every task, approval stage, decision point, and dependency mapped out clearly with connections between steps, parallel processes, and conditional logic paths all visualized. For components, watch tables, tiles, and layouts update instantly as you add columns, filters, and formatting. The system displays who’s responsible for each step, identifies potential bottlenecks before they happen, and lets you refine everything by simply describing changes.
Stop waiting weeks for professional services to add a column or create a custom view. Smart Component Builder eliminates the technical barrier to CRM customization, letting administrators configure tiles, tables, and layouts using natural language. What used to require JSON expertise and Salesforce knowledge now happens through simple conversation.
Open any existing component via the edit icon or start from scratch in the Settings app, then describe what you want in plain language. Smart Component Builder presents a split-panel interface with your conversation on the left and a live preview on the right. As you refine requirements through dialogue, the component updates instantly. The system asks clarifying questions to understand your intent, generates configurations automatically, and handles all JSON complexity invisibly. Safe editing automatically creates clones of standard components to preserve customizations during upgrades, while the built-in JSON editor gives technical users direct access for quick adjustments. If changes don’t work as expected, restore the original configuration with one click. Deploy components immediately, and changes appear across all relevant pages without additional configuration.
