Meeting Prep
Confirm client, agenda, and materials before launching Jump AI.
Meeting Console
Live transcript and AI-driven insights.
Live Notepad
Advisor: "Let's look at the trust structure."
Client: "Yes, we need to update the beneficiaries."
[AI Note]: Detected beneficiary change request.
Advisor: "I'll make a note to send that to the attorney."
Client: "Also, we want to withdraw $50k for the renovation."
[AI Action]: Create distribution task - $50k.
Jump AI Suggestions
Create Task: Update Beneficiaries
Create Task: Cash Distro $50k
Post-Meeting Review
Review AI summary and sync to systems.
Data Change Detected:
Action Queue
Turn outcomes into workflows.
| Action Item | Category | Due |
|---|---|---|
| Update Wills | Estate | Tomorrow |
| $50k Distribution | Admin | Fri, 10/24 |
| Insurance Quote | Insurance | Done |
Next Steps
Schedule next review and send follow-up.