Step 1 · Start here
Import meeting transcripts
Upload transcript files for this contact first. They are stored on the client record and load into Studio for analysis and drafting. With Add AI-generated activity notes checked, each file creates a timeline entry with an auto-generated title and summary (Ollama, Gemini, or OpenAI when configured)—so activities stay aligned with what was said in the meeting. Optional calendar .ics stays below.
AI workflow
Next steps
Steps are generated automatically when you upload transcripts or use Studio. Click Regenerate to build them now (Ollama, Gemini, or OpenAI when configured).
CRM & pipeline
Activity
Log calls, emails, consults, and tasks. Generate notes previews AI from the latest transcript; then Apply to form or submit with the checkbox to merge on save. Step 1 can also create activities automatically per file.
Record
Activity history
Chronological log for this contact—read-only except open tasks you can complete below.
No activities logged yet. Add one above, or use Step 1 to import transcripts with AI activity notes.
On this contact
Files & historical drafts
Transcript files stored for Studio and CRM; memorandum versions saved from Studio.
Transcript files
No transcript files yet. Use Step 1 at the top of this page to import.
Studio memorandum drafts
Every Save to CRM profile in Estate Planning Studio is listed here (same contact). Draft instruction memoranda only—not executed instruments.
| Kind | Title | Saved (UTC) | Actions |
|---|---|---|---|
| No Studio memorandum saves yet. In Studio, open this inquiry and use Save to CRM profile on the draft plan output. | |||