Learn how our Client Meeting Capture feature records your client meetings in real time, providing instant summaries, full transcripts and effortless Fact Find completion.

Book and hold secure video meetings with your clients without additional downloads using our Video Call Capture feature. Receive instant summaries and full transcripts straight to your client files.

Our AI-powered Fact Find Review feature checks key details before you submit, helping reduce errors and delays by flagging anything that doesn’t quite add up.