The average client review meeting takes 2-3 hours to prepare for, 1 hour to meet, and then 4-6 hours of follow-up work—making each client relationship a significant time investment.

• Streamline data aggregation and analysis into a single pane of glass for faster report creation and review.

• Chat UX enables real-time questions and answers, providing AI-driven insights and recommendations.

• Deliver hyper-personalized consulting to your clients to build stronger relationships.

Seamlessly integrate with your CRM to deliver meeting summaries with workflows that create tasks from identified next actions.

• Automate task creation, summary generation, and action tracking directly within any CRM.

• Configure workflows to ensure alignment with firm-specific processes.

• Enhance the quality of your behind-the-scenes work while reducing mechanical tasks by 60%.

Parrot AI records, transcribes, and summarizes your meetings then identifies the next actions needed to provide top-tier service to your clients.

• Our AI agent attends the client meeting to take notes and develop action items for your client and team.

• Ask the AI agent to recall specific facts from the meeting: names, phone numbers, emails, and tasks.

• Link your inbox and calendar to automate meeting setup and recording.