TakeNote

TakeNote is an AI meeting and document workflow for UK financial advisers and other professional firms. It records online or in-person conversations, produces speaker-labelled transcripts, and turns the discussion into structured suitability notes and follow-up actions filed against the relevant client record. Advisers can also upload pension statements, policy schedules, fact-finds, and other client documents so the service can extract key values and create tasks. Document tools cover suitability reports, review and strategy letters, while provider-form workflows can auto-fill forms and support DocuSign steps. For regulated teams, TakeNote adds role-based, team-scoped access, Microsoft Entra ID single sign-on, exportable audit logs retained for at least two years, AES-256 encryption at rest, and TLS 1.3 in transit. Client data is not used to train AI models, and firms remain responsible for setting appropriate retention periods. The standard subscription costs £150 per user per month plus VAT, includes the listed workflows without add-ons or usage limits, and can be cancelled without lock-in. Annual billing saves two months, while larger firms and networks receive custom volume pricing, administration controls, integrations, service levels, and onboarding. New users can try three meetings without a card, but this is a trial rather than an ongoing free plan.