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Manual
$29.99/month
Perfect for advisors who upload transcripts themselves.
- Unlimited executive summaries
- Upload transcripts manually
- Custom branding (logo, colors)
- Download as DOCX or PDF
- Email summaries to clients
- AI-powered section formatting
MOST POPULAR
Automation
$49.99/month
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
- Zero manual uploads needed
Firm
$149.99/month
For practices with multiple advisors — one subscription, up to 5 team members.
- Everything in Automation
- Up to 5 advisor seats
- Invite & manage team members
- Shared firm branding across all advisors
- Central billing — one invoice for the whole team
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