Securely built to protect attorney-client privilege
Your data stays on your device. No cloud storage, no training data, complete privacy.
Local Storage Only
No data stored or retained on the cloud. Everything stays securely on your computer.
Preserves Attorney-Client Privilege
Local encryption ensures only you can access your data. No third parties, cloud providers, or unauthorized users can ever read your confidential client communications.
No Discoverable Material
Configure the AI to enhance your notes without creating transcripts or storing recordings. This treats your notes as attorney work product, protecting them from discovery requests.
Our Privacy Commitment
- No data stored or retained on the cloud - everything stays on your computer
- Configure the AI to enhance your notes without creating transcripts or recordings - treating your work as attorney work product protected from discovery
- Data never used for training or any other purpose
- Local encryption preserves attorney-client privilege by ensuring only you can access confidential communications
- Instant deletion capabilities for complete data control
Focus on your clients, let AI handle the rest
Here's how we help you stay present with your clients while AI captures every relevant detail of your estate planning consultations.
Focus on your client while AI transcribes the meeting
Stay fully present and engaged with your clients during consultations. Our AI works silently in the background, capturing every relevant detail with perfect accuracy so you can focus on building relationships and understanding their needs.
High-accuracy speech-to-text that works seamlessly in the background, even with multiple speakers and complex legal terminology.
Save time while AI creates perfect detailed notes and summaries
Immediately after your meeting, receive comprehensive, organized notes and summaries. Our AI identifies key estate planning details, family structures, asset information, and client preferences.
Use AI to ask questions about your meetings
Never wonder "what did the client say about..." again. Ask our AI specific questions about any meeting and get instant, accurate answers with direct references to the conversation. Perfect for document preparation, follow-ups, or clarifying complex client situations.
Ask natural language questions like "What were the client's concerns about the trust structure?" or "Did they mention any specific charities?"
→ Based on your meeting, John mentioned his primary residence valued at $850K, his 401k with approximately $320K, and his investment portfolio with Charles Schwab worth about $180K...
Transform your client meetings into actionable insights in minutes.
Spend more time building relationships and serving clients, less time on administrative tasks. Our AI ensures nothing important is ever missed or forgotten.
Book a Demo
See how our AI can transform your estate planning process in just 15 minutes.