Meeting preparation
The half hour before a meeting goes on reconstructing somebody — finding the file, re-reading the last notes, working out what they hold, what has changed and what they said in between. None of that was thinking. It was assembling, and the assembling is what a machine can do first.
Why they booked, in the words it was booked in. Why they are on your list — the market reaching them first, a life moment in their own words, a proposal nine days out with no answer — with each reason carrying its own line about what not to read into it. The areas with no policy recorded against them. The fact-find questions nobody has put to them yet. And the last things they wrote to you, with how long ago, so the meeting opens on a sentence you already have.
Where it stopsIt recommends nothing. An area with no policy on the record is named as a question to ask rather than a gap to sell into, because they may hold it elsewhere and the record cannot know. It is adviser-side and stays there: it quotes a client's own messages back to you, which is right in your hand and is never pointable at the person it describes.
What is on it, in the order you need it
The reason the meeting exists, in the words it was booked in. A policy review and a first conversation are not the same half hour and should not open the same way.
Every reason the console is already holding about them, each one carrying its own limit. A switching question means the market reached them first, so the reply to it is a conversation about what they asked — the brief says that on the row rather than leaving you to remember it.
The areas with no policy recorded against them, named as areas to ask about. Not as gaps: a record that does not show something is not a record that they hold nothing, and the difference is the whole of why this line is worded the way it is.
The fact-find questions nobody has put to them yet, so the ones worth asking face to face are chosen before you are in the room rather than remembered on the way home.
Their own last messages, with how long ago each one was. The meeting opens on the sentence they are still waiting on rather than on yours.
Free and Pro
The free plan keeps most of the workspace. The page, the replies and the documents all carry your name and your licence, and no other brand appears on any of them.