Clean follow-up notes after every client review
No calendar OAuth permissions, no desktop install, and no bot in client calls.
Open meetingsidekick.ai
Open it on your phone or iPad on the conference table for office meetings, or in a second Edge or Chrome tab for virtual client reviews.
Confirm client consent
Let your client know you are recording for accurate meeting notes and follow-ups, then press Start.
Draft action items fast
Hit Summarize when the review ends for a structured TL;DR, key decisions, and follow-up action items ready for your CRM note.
Ask the meeting or replay
Ask the chatbot for beneficiary, tax, or retirement-date details mentioned mid-meeting, or replay saved audio on Pro and Max.
Four meetings where advisors use it
Stay eye-to-eye with clients instead of typing into a CRM mid-review.
Annual client reviews
Listen fully while clients talk about family changes, goals, and cash needs, then paste clean decisions and action items into your CRM.
Prospect discovery meetings
Capture goals, account balances, and outside advisors mentioned in initial meetings so your follow-up proposal gets every detail right.
CPA & estate attorney calls
Record three-way planning calls without introducing an unfamiliar recording bot that makes outside counsel hesitant to speak freely.
Portfolio walkthroughs
On Max, paste a chart or plan screenshot into the meeting chat so your notes stay tied to the allocation page you walked through.
Compliance and browser limits to check first
Check your firm's compliance rules before using any AI notetaker. MeetingSidekick is a note-taking and summary tool, not a FINRA or SEC books-and-records compliance archive. Verify your firm's policies on client recording, cloud transcription, and PII before capturing client reviews.
Browser and device coverage. Desktop call capture works in Chrome, Chromium, and Edge; phones and tablets work in any modern browser. Nothing installs on your firm PC and no calendar connection is requested.
Data privacy and deletion. Audio is used only to transcribe your session and is never sold or used to train AI models. You can delete any meeting and its audio file permanently at any time. Free includes 2 hours of recording one time for the life of the account; Pro ($15/mo or $120/yr) adds speaker labels, cross-meeting search, and audio replay.
Financial advisor meeting notes, answered
Does MeetingSidekick require installing software on a firm-managed PC?
No. It runs in a browser tab with no installer, no browser extension, and no calendar connection. Desktop call capture works in Chrome, Chromium, and Edge; phones and tablets work in any modern browser.
Can I use it for in-office client reviews as well as video calls?
Yes. Set your phone or iPad on the conference table for an in-person review with client consent, or capture a Zoom or Teams call from a second browser tab without a bot joining the room.
Is MeetingSidekick a FINRA or SEC compliance archive?
No. MeetingSidekick is a meeting note-taking and summary tool, not a FINRA or SEC books-and-records compliance archive. Check your firm's compliance rules on client recording and cloud transcription tools before using it with client conversations.
Is client audio used to train AI models, and can I delete records?
Audio is used only to transcribe your session and is never sold or used to train AI models. You can email yourself the recap for your CRM notes and permanently delete any meeting and its audio whenever needed.
How does pricing work for solo advisors and planners?
Free includes 2 hours of recording one time for the life of the account, no credit card needed. Pro is $15/month (or $120/year) for 30 hours, speaker labels, cross-meeting search, and audio replay. A $9 one-time 5-hour pack is also available and never expires.
Try it on an internal prep call first.
2 hours free, no credit card, nothing to install on your firm PC.
Start free →