Every decision on the record. Every commitment tracked.
Follow James, a wealth advisor, through a year of client reviews. Commitments and regulatory mentions accumulate across quarterly calls.
James runs a quarterly review.
James, a wealth advisor, sits down with a long-standing client for their Q1 review. Transcribr joins with written consent. The call lands on the timeline.
Branches fan out.
Analytical branches: meeting summary, action items, compliance flags, risk-tolerance signals, allocation changes. Reference artifacts tied to the call.
The client file proposes itself.
James reviews the AI's proposed Client File: mandate, holdings, risk profile, commitments made (by both sides), next steps. He corrects a return assumption, applies. v1 is on record.
A statement lands. Two persistent branches start watching.
The client's Q2 statement PDF arrives via secure email and joins the timeline — parsed holdings attached to the canvas as context. After the interim call, James pins two persistent branches: a Commitments log (tracking promises on both sides, written vs verbal) and a Regulatory mentions branch that catches compliance-relevant content across every call and document.
A filing deadline appears.
Three quarters in, the Regulatory mentions branch catches a deadline mentioned in passing by the client's CPA on a call: an ADV update due by May 31. The main file doesn't know yet.
James promotes the deadline.
He opens the branch, verifies the source in the transcript, and merges the deadline into the client file: "ADV update due May 31 · flagged by client's CPA on Mar 18." Provenance preserved.
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