RIAs lose 10+ hours weekly on meeting documentation—here's how to get that time back

Stop losing hours to meeting documentation

If you're still manually capturing notes and re-typing them into your CRM, you're giving up 10+ hours every week to admin work. That time is better spent deepening client relationships and driving outcomes—not reconstructing conversations from memory.

This guide shows a practical, compliance-safe workflow to reclaim that time with Quill.

The hidden cost of manual notes

• Missed compliance details: fee discussions, suitability, and risk tolerance changes can slip through the cracks.
• Inconsistent documentation across advisors and teams.
• Hours of post‑meeting admin for cleanup, formatting, and CRM entry.
• Higher audit risk due to fragmented or incomplete records.

Your clients deserve your full attention in the meeting—not your frantic scribbling.

What "good" looks like

• Complete capture, without interrupting the conversation
• Structured summaries that read like a compliance officer wrote them
• Automatic CRM sync so notes land exactly where they belong
• Action items extracted, assigned, and tracked
• Bank‑level security across the entire workflow

How Quill helps RIAs

1. CRM auto‑sync

When the meeting ends, notes appear in Redtail, Wealthbox, or Salesforce—automatically. No copying. No pasting. No forgetting. Every discussion, decision, and detail is right where it belongs.

2. Compliance‑smart summaries

Quill goes beyond transcription and structures what matters for RIAs:

• Flags fee and compensation discussions
• Highlights investment recommendations and rationales
• Tracks risk tolerance changes and suitability notes
• Produces audit‑ready documentation

3. Instant historical context

Need to recall a prior conversation? Search across all meetings in seconds. Find exactly what was said about, say, municipal bonds last quarter—and by whom.

4. Action item extraction

Every follow‑up, owner, and due date is captured and tracked—so nothing falls through the cracks.

5. Bank‑level security

• SOC 2 certified
• End‑to‑end encryption
• FINRA‑aligned storage and retention
• Full audit trails

"I cut my admin time by 8 hours per week. More importantly, I'm present in meetings now—Quill handles the documentation."

— RIA, COO & Advisor

The math (why the time savings add up)

• Traditional approach: 90‑min meeting + 30‑min notes + 15‑min CRM entry = 2.25 hours
• With Quill: 90‑min meeting + 0‑min notes + 0‑min CRM entry = 1.5 hours

That's 45 minutes saved per meeting. At ~20 meetings per week, that's roughly 15 hours back every week.

Make your next client meeting lighter

Focus on the conversation. Let Quill handle the rest.

Schedule a personalized demo to see how RIAs are reclaiming 10+ hours every week.

P.S. The first 50 firms this month receive white‑glove onboarding.