Meet alongside the client file
Use video and screen sharing in the same platform as the client record, with recordings available through the meeting workflow when enabled.
Keep the conversation connected
Finish the meeting. Skip typing it out again.
Meet with your client where their advice work is already organised. With recording consent and the relevant setup, Ledger Black can transcribe the conversation, prepare a summary, extract information for the fact find and draft a follow up email. Review what was captured, correct anything unclear and decide which next steps to take. Processing time and completeness depend on the recording and available services.
Return to the relevant moment
Use transcripts, chapters and key moments to revisit a discussion and check the context behind a summary or extracted fact.
Begin with a draft to review
Meeting processing can prepare a summary, proposed fact find updates and an email draft based on the conversation and next steps.
Inside the workflow
Less between you
and the work that matters.
Work from the conversation you captured
Video meetings connect to the client relationship. After transcription, dedicated processing helps correct recognition errors and identify chapters and key moments. You can also upload an existing recording or provide meeting notes through the supported workflow. Audio quality, the information supplied and service availability affect the result, so keep the original context available for review.
Turn meeting detail into reviewed next steps
Meeting workflows extract structured information for review, prepare a summary for the client journal and draft a follow up appropriate to the advice stage. Check the facts and proposed actions before applying changes or sending a message. Aria and the AI Assistant within the client record can then help you work with the information produced by these dedicated meeting services.
The detail matters
Good questions.
Straight answers.
Scope, setup and responsibility. Know where the boundaries are before you begin.
Is Aria the meeting transcription agent?
No. Recording, transcription and processing after a meeting are dedicated workflows. Aria is the global Virtual Assistant, while the AI Assistant within a client record supports work in that relationship.
Are transcribed meetings encrypted between participants only and processed locally?
No. Transcription requires server access to the audio, and speech routes can use cloud providers. Review recording consent, access, retention and provider settings during onboarding. Do not assume a transcribed recording is accessible only to meeting participants.
Does every recording produce a complete, accurate fact find?
No. Extraction depends on what was said, usable audio and sufficient transcript content. Very short transcripts can skip processing, and AI may miss or misinterpret details. Check the output against the conversation and confirm missing information before relying on it or contacting the client.
The next conversation
Your practice.
With more room for advice.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works