The detail in which it captures notes is impeccable. It tracks every little detail so I dont need to worry about writing notes, it captures more than I ever could with pen and paper. It's organization is top notch. It connects with e money, salesforce, and soon chat gpt. My performance as an advisor drastically increased because I never forget where I'm at with a client and all the things we have worked on throughout our relationship. the cost is not cheap, but it's worth it 100% and I wouldnt go back. Anytime i need assistance, the chat function is quick, and I can schedule a calendly meeting generally the same week. The AI chat function works well, it can find me small details. It is also great with meeting prep because it brings in all our past meetings and notes to keep me updated.

This is great for note-taking, frees up time, and helps me stay present in any conversation.

The summaries are very well written and beautifully formatted, making them easy and pleasant to read. I liked the ability to download a PDF. Summaries arrived quickly. Pricing was reasonable, although higher than competitors. AI worked great at summarizing and understanding conversations. I didn't integrate it into other applications so can't speak to that and never had any interface with support.