Stay with your client. Atomiq fills your firm’s forms from the conversation, ready for you to review on your phone.
Review the Chen savings form ↗“Our tuition goal is 100% covered for Ava and Leo.”
Maya Chen · 00:19
Atomiq uses this passage to fill the form’s “Requested document” field. Alex can check it against Jordan’s words.
Read the transcriptFor financial advisors
You choose the fields your practice needs. Atomiq fills them automatically from the transcript and shows who gave each answer. Review the follow-up and share it through the app you use with your clients.
See the form from a 10-person meetingMorgan household · Sample meeting
“I will prepare a side-by-side comparison of those two retirement dates.”
“I’ll send my latest pension statement on Friday.”
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Jordan promised a pension statement. Atomiq found it in the call. Jordan never mentioned annual income, so Alex has a question ready for their next conversation.
Open the editable sample form
My priority is to finish work at sixty-two.
I will prepare a side-by-side comparison of those two retirement dates.
Record a meeting with permission or import a transcript. Check the speaker’s words as you prepare your notes.
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“Can we look at what changes if I stay another year?”
Search your saved meetings for a client’s phrase and reopen the original conversation.
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Jordan will send the pension statement on Friday. Alex will use it to compare the two planning dates.
Review the recap, then share it with your client. Use your device’s share menu or copy the text into WhatsApp, email or another app your firm uses.
Try sharing the sample recap
apply_transcriptConnect an MCP client to create your firm’s forms and fill them from a transcript. You can also export the reviewed meeting as text, CSV or JSON.
Connect an MCP clientTranscript autofill
Follow a call between Alex, a financial advisor, and Jordan, a client. See how a document Jordan promises becomes a field Alex can check.
“What would you like to focus on in today’s review?”
“My priority is to finish work at sixty-two. Can we look at what changes if I stay another year?”
“I will prepare a side-by-side comparison of those two retirement dates.”
“I’ll send my latest pension statement on Friday.”
With one person on each audio channel, Atomiq marks their turns as Person A and Person B. Alex adds their names. For a shared microphone, Alex labels the turns.
“I’ll send my latest pension statement on Friday.”
Fields matched. Open a field to see its source. Alex can edit the draft or ask for a missing detail.
“My priority is to finish work at sixty-two. Can we look at what changes if I stay another year?”
“I will prepare a side-by-side comparison of those two retirement dates.”
“I’ll send my latest pension statement on Friday.”
Jordan did not give an income figure in this call. Alex can ask at the next meeting.
Open a field to see its draft answer.
to finish work at sixty-two
latest pension statement
Custom forms
Build a reusable form around the questions you ask at intake. Capture the client’s goal, the documents they promised and the next step you agreed. After each call, review the answers alongside the transcript.
Create a form in the meeting deskFrom a connected Model Context Protocol (MCP) client, call create_form with these fields. The template appears in the Forms tab of your meeting desk.
{
"name": "First client meeting",
"fields": [
{
"label": "Client priority",
"hint": "priority, goal"
},
{
"label": "Document to collect",
"hint": "send, pension statement"
}
]
}The next appointment
When Jordan calls back, Alex searches the saved meetings for “pension statement” and opens the original conversation to confirm the comparison they discussed.
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Retirement review
“I will prepare a side-by-side comparison of those two retirement dates.”Alex Rivera · Advisor
Security & compliance
Your meeting audio is transcribed in the app. You choose what to save and which records to share.
Atomiq maintains SOC 2 assurance, GDPR compliance and ISO 27001 certification. For the report and certificate, email info@Atomiq.systems.
Planned End-to-end encryption for sharing meeting records.
Atomiq workspace
Open the Morgan sample or bring a transcript from your practice. Choose a form and check its draft answers against the conversation.