Spend less time typing. More time advising.
Learn MoreIncome Lab’s AI Scribe goes beyond note-taking. It transforms client conversations into ready-to-review plans.
AI Scribe listens in on your Zoom client meetings, captures the information that matters, and builds or updates an Income Lab plan for you, so you can focus on the conversation, not the keyboard.
That’s what modern, advisor-first technology should feel like.
Join your Zoom meeting
Run your client meeting as you normally would. AI Scribe securely listens in the background.
Details captured automatically
Important client and household information are discussed and identified during the conversation.
Live updates
See a live feed of the data AI Scribe captures for the plan, so nothing important is missed during the call.
Ready-to-review plan
When the meeting ends, a draft Income Lab plan or plan update is ready for your review.Get exclusive, free access to our AI-powered tools while they’re still in preview. Shape the future of these features with your feedback!
AI Scribe is intentionally-built for retirement planning conversations. It works alongside your existing note-taking tool to automatically capture planning details and build or update an Income Lab plan, without changing how you run your meetings.
