Capture consent
Follow your firm’s recording and notification procedures before importing or recording a meeting.
Platform / Compliance
Show the reviewer the client’s words.
Give the person signing off on a meeting note the source they need to check it.
Source · 00:12
“Can we look at what changes if I stay another year?”
Review noteJordan requested a comparison. The retirement date is still open.
Check the details
Verify figures, speaker attribution and instructions against the original conversation.
File a reviewed copy
Use your firm’s approved retention system for its official copy.
Security & compliance
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Your meeting audio is transcribed in the app. You choose what to save and which records to share.
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Planned End-to-end encryption for sharing meeting records.
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Advisor workspace · Morgan retirement review sample
Check what the client actually authorized.
A reviewer sees a draft note about retirement at 62. Opening Jordan’s original question makes the necessary edit clear. The note needs to reflect a request for a comparison.
“My priority is to finish work at sixty-two. Can we look at what changes if I stay another year?”
A reviewer’s correction
One specific change gives the next reader a much clearer account of the meeting.
Practise checking a transcript- Wording to check
- “Jordan plans to retire at 62.”
- Revised note
- Jordan asked to compare retirement at 62 with staying one more year.
- Source for the reviewer
- 00:12 in the Morgan retirement review.