Filed, Timestamped, Searchable: Keeping Advisory Conversations in One Place

Why advisory deals leave a thin trail

Advisory deals move fast and span many conversations, on Zoom, on the phone, and in chat. What was discussed ends up in a rep's notes, a personal notebook or nobody's memory. Reconstructing what was said weeks later from recollection is a liability of its own.

What should be filed

Every advisory call: what was discussed, what was promised and by whom, captured, transcribed and timestamped automatically, then filed to the right client and deal without anyone typing it up.

When a client asks "what did we tell them?"

The answer should be retrievable, exactly as it was said. Instead of piecing it together from someone's recollection, you search the record. With Ask Your Meetings you can ask across every call and get an answer with a citation.

Clients buy in many languages

Advisors do not always sell in English. The same capture and filing works across the languages a call actually happens in, so the record is not limited to the calls that happen to be in one language.

What this does not cover

ClioIQ captures calls its notetaker joins on Zoom, Google Meet and Microsoft Teams, and phone calls that run through a ClioIQ business number, which is in early access. It is not a substitute for your compliance programme. Your own compliance team decides what must be recorded and for how long.

What to check in any tool

Is the record timestamped and filed to the client? Can you search across all calls? Does it work in the languages your advisors use? Can you say plainly which calls it captures and which it does not?

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