Most advisors spend 5-10 hours per week on case notes, CRM updates, and follow-up tasks. Adjust the sliders to match your practice and see the real numbers.
Annual cost of manual documentation
$57,600
Hours/year
384
That's equal to
48 full workdays
AI Secretary automates 90% of your documentation — case notes, CRM updates, and follow-up tasks are generated automatically from each meeting.
Net annual savings
$50,712
ROI
4269%
Payback
9 days
You get back 346 hours per year — that's 43 workdays for client meetings, business development, or your personal life. No paraplanner needed.
60-day free trial. No credit card required.
Reclaim hundreds of hours per year to focus on what matters: clients and growth.
Save the cost of a paraplanner. AI Secretary handles the documentation so you don't need to hire.
Stop drowning in post-meeting admin. Get your evenings and weekends back.