Equipping you with a powerful set of tools to help you get time back and scale your practice
CRM Integrations
Streamlines notes, tasks, and workflows in one place. Deep connection with Redtail, Wealthbox and Salesforce
Email Integration
No copy/paste and formatting fuss. Our built-in integration with your emails means your emails will come from your email looking professional.
Template Builder
Deliver consistency and professionalism to your clients with build-once, use multiple times templates.
NoteGenius AI
1-click meeting notes to tasks, summaries, and organization.
Organization System
Lack of organization is the biggest bottleneck of your practice. Organize your advice with better with Topics, Subtopics, and Tags
CaptureGenius
No more manual note-taking. Record your meetings and have a transcript & summary of your meetings.
Service Emails
Eliminate headache of crafting service emails, like onboarding, from scratch. Centralize them & be consistent easily.
Library
Why re-invent the wheel? Use the library feature to store your advice and processes. One click and you will accomplish five things.
Your 2nd Brain
Combining powerful organization system with our equally powerful search, your information is at your fingertips when you need it.
