the Meeting summary is extremely accurate and reliable and I don't have to spend a lot of time editing and making corrections. The integrations cover most of the relevant technologies within my tech stack. Our implementation team has been great to work with and has been very supportive and a great partner to us.

The notes taken are typically very detailed and the information is sourced and then put into a synopsis with notes on possible topics to discuss later.

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.