You take the meeting,
and Mesh writes it up.
Create your account to request access. We review each request and let you in once you are approved.
Works with Redtail, Google Meet, Microsoft Teams, and Google and Outlook calendars. Wealthbox and Zoom coming soon.
Thursday, October 1, 2026·2:00 PM - 2:58 PM·Google Meet
The loop
Work through each step, then approve the meeting. Nothing pushes without you.
Summary / CRM note
The note that posts to your CRM
Meeting Overview Dana Whitaker met with Robert Caldwell and Susan Caldwell for their annual review. They confirmed their retirement timing, agreed to a Roth conversion for 2026, and set next steps on Robert Caldwell's IRA beneficiary designation and the 529 statement.
Key Discussion Points
- Susan Caldwell confirmed she plans to retire at 62, and Robert Caldwell confirmed he plans to retire at 64.
- Dana Whitaker explained that a Roth conversion is taxable in the year it is made.
- Dana Whitaker noted that the IRA beneficiary designation needs to be corrected to name Susan Caldwell as primary beneficiary, with the children as equal contingents.
- Client Concerns
- Robert Caldwell raised concern about market volatility in the years right before retirement.
- Recommendations Discussed
- Dana Whitaker recommended a Roth conversion for 2026 that keeps the Caldwells in their current tax bracket. Robert Caldwell and Susan Caldwell agreed.
- Next Steps
- Dana Whitaker will submit the beneficiary-change form to the custodian by October 30.
- Dana Whitaker will book the 2026 Roth conversion by November 13.
- Susan Caldwell will send the 529 statement this week.
The second shift after every meeting
You leave a client meeting and the second shift starts: the notes, the CRM entry, the tasks with their dates, the recap email. Mesh does the drafting. You keep the part only you can do.
You
The judgment calls
- Hold the meeting
- Review, edit and approve each step
- Choose what goes to Redtail, and push it
- Send the email from your own mailbox
Mesh
The write-up
- Join Google Meet and Microsoft Teams calls, and record them
- Post a recording notice in the meeting chat
- Write the summary and the CRM note
- Pull out action items with an owner, and a due date when one was said
- Flag compliance language, when you turn it on
- Draft the recap email when you ask
- Write the note and the tasks you chose into Redtail
- Prepare a brief before the next meeting, when you ask
No email goes to a client until you approve it. A workflow you set up can push notes and tasks to Redtail without a per-meeting approval. Compliance scanning stays off until you turn it on.
From the call to your CRM
Every step waits for you: the summary, the action items and the recap email. You approve each one. The push to your CRM runs when you click it, or when a workflow you set up runs.
Live Transcript
Summary / CRM note
The note that posts to your CRM
Meeting Overview Dana Whitaker met with Robert Caldwell and Susan Caldwell for their annual review. They confirmed their retirement timing, agreed to a Roth conversion for 2026, and set next steps on Robert Caldwell's IRA beneficiary designation and the 529 statement.
Key Discussion Points
- Susan Caldwell confirmed she plans to retire at 62, and Robert Caldwell confirmed he plans to retire at 64.
- Dana Whitaker explained that a Roth conversion is taxable in the year it is made.
- Dana Whitaker noted that the IRA beneficiary designation needs to be corrected to name Susan Caldwell as primary beneficiary, with the children as equal contingents.
- Client Concerns
- Robert Caldwell raised concern about market volatility in the years right before retirement.
- Recommendations Discussed
- Dana Whitaker recommended a Roth conversion for 2026 that keeps the Caldwells in their current tax bracket. Robert Caldwell and Susan Caldwell agreed.
- Next Steps
- Dana Whitaker will submit the beneficiary-change form to the custodian by October 30.
- Dana Whitaker will book the 2026 Roth conversion by November 13.
- Susan Caldwell will send the 529 statement this week.
Action items
Inline-editable · assignee + due date · cited to the transcript
- Dana WhitakerDue Oct 30
- Dana WhitakerDue Nov 13
- Susan Caldwell
Recap email
Drafted in your voice · copy, open as a draft, or send
- To
- robert.caldwell@example.com
- Subject
- Meeting recap, Oct 1
Push to Redtail
Review the exact note and tasks, then push. Nothing writes back without you.
Mesh files one meeting note, and you pick which of the 3 action items push as Redtail tasks.
Built around your review
Every meeting you capture opens on a loop of four steps: the summary, the action items, the recap email, and the push to your CRM. You work through each step, change what you want, and approve it. Then you approve the meeting.
Before the next meeting
Before a client meeting, Mesh builds a brief on the Prep tab when you ask: the open items, what changed since the last one, and talking points.
Prep brief
Tailored for: Annual reviewRobert and Susan Caldwell are a married couple in their early 60s, both still working and a few years from retirement. Susan is targeting retirement at 62 and Robert at 64. They hold IRAs and a 529 plan for their children's tuition.
Two action items are open and three were completed in the last 90 days. The last meeting was on June 18, 2026.
The review loop
The loop shows where each meeting stands, and states its rule in the product’s own words.
The loop
Work through each step, then approve the meeting. Nothing pushes without you.
Every version kept
Edit the summary, and Mesh keeps the version it replaced, including the AI’s first draft.
Compliance flags, when you want them
Turn on compliance scanning, and Mesh flags the language your compliance review cares about. It stays off until you turn it on.
Built in
What Mesh runs today, and what comes next.
- Live
Meeting Assistant
Google Meet and Microsoft Teams calls
- Live
Browser capture
Any other meeting, from your microphone
- Live
Upload
An audio file, or paste a transcript
- Live
Summary and CRM note
Written by Mesh, approved by you
- Live
Action items
An owner, a due date when one was said, a link to the quote
- Live
Recap email
Drafted on request, or by a workflow you turn on
- Live
Compliance flags
Opt-in: off until you turn it on
- Live
Redtail
Notes and selected tasks when you push them. Contacts sync from Redtail.
- Live
Prep briefs
For a client meeting, on request from the Prep tab
- Live
Assistant
With approval cards
- Coming soon
Wealthbox
CRM connection
- Coming soon
Zoom
The Meeting Assistant for Zoom calls
Flags you can check, and a record you keep
Compliance scanning is opt-in, and it stays off until you turn it on. When it is on, Mesh flags the language your compliance review cares about, and quotes the passage that raised each flag.
Every flag waits for you. You acknowledge, dismiss or escalate it, and Mesh records who decided and when, in an append-only audit log. Flags support your review. They do not replace it.
No email goes to a client until you approve it. An approved email goes out from your own mailbox, so it passes through your firm’s existing archiving and supervision.
Compliance Flags
Advisor explained that a Roth conversion is taxable in the year it is made.
“Just so you know, the converted amount counts as income for 2026.”
Conversion amount recommended. Document the tax-bracket rationale before you finalize.
“I'd keep the conversion under the top of your current bracket this year.”
Client raised concern about market volatility before retirement.
“I can't stomach another year like 2022 right before we retire.”
Language may imply a guaranteed outcome. Review before it reaches the client file.
“This approach basically guarantees you won't run short.”
AI-generated compliance flags are advisory only. They do not constitute legal advice or regulatory determinations. All findings require human review.
How flags work
- On by choice
- You choose at setup whether Mesh scans your meetings. Scanning stays off until you turn it on.
- Eight categories
- Suitability, Disclosure Given, Disclosure Missing, Risk Discussion, Fee Discussion, Guarantee Language, Complaint Detected and Recommendation Made. Each flag also carries a severity: Info, Warning or Action Required.
- The quoted passage
- Each flag quotes the passage that raised it and, when Mesh can tell, who said it. Select a flag, and Mesh marks that passage in the transcript when it can find it.
- Your decision
- You acknowledge, dismiss or escalate each flag. Mesh records who decided and when.
- Advisory
- Flags are AI-generated. They are not legal advice or a regulatory determination, and each one needs your review.
Where your data goes
- AES-256
Encrypted field by field
Mesh encrypts sensitive client data one field at a time with AES-256: the original transcript of each meeting, summaries, compliance findings, client email addresses and phone numbers, financial profile details, document text, and the tokens that connect your CRM, calendar and mailbox.
Not every field. Client names, meeting titles and times are plain fields. So is a redacted copy of each transcript that Mesh uses to show and search your meetings. Mesh removes the ID, account, card and routing numbers it finds from that copy, but client names and the conversation stay in it.
- Per workspace
Separate data keys per workspace
Each workspace gets its own data keys, and AWS KMS binds each key to that workspace. One firm’s keys cannot open another firm’s records.
- Before the AI
Numbers out before the AI writes
Before the AI writes your summary, action items and flags, Mesh replaces Social Security, tax ID, account, card and routing numbers it finds, and swaps client names for placeholders. Mesh does not train AI models on your data.
Speech-to-text hears the audio. Redaction is pattern-based, so some numbers get through.
- Send-only
Email out, never in
Mesh never reads your inbox. Email access is send-only, and calendar access is read-only.
- In plain view
A named assistant
The Meeting Assistant joins Google Meet and Microsoft Teams calls under your firm’s name, and posts a recording notice in the meeting chat.
Mesh does not collect consent. Getting consent to record stays with you.
- Your copy
Export your records
Export your meetings, summaries, action items, contacts, compliance findings and audit log from Settings at any time.
- US
Stored in US data centers
Mesh stores your data in US data centers. Traffic to and from Mesh is encrypted with TLS 1.2 or higher.
What Mesh is not
Mesh supports your recordkeeping. It does not replace your archive: approved emails go out from your own mailbox, so your firm’s existing archiving and supervision capture them.
Compliance flags support your review. They do not replace it, and the absence of a flag is not a clean assessment.
Report a security issue: security@meshfp.com
Pricing
One plan, one price
One account for one advisor, at one monthly price.
Founding member pricing. Locked in for early access members.
- Meeting summaries and the CRM note
- Action items with an owner, and a due date when one was said
- Recap emails, drafted when you ask
- Compliance flags, when you turn them on
- Push notes and tasks to Redtail
Notes on the work after the meeting
Plain, short notes on each part of the work after a client meeting, and on what Mesh does with it.
4 posts
- Compliance
How Mesh flags compliance language, and why it starts off
Eight categories, three severities, the quoted passage, and your decision on each flag. And why compliance scanning stays off until you turn it on.
4 min readRead - Security
What Mesh removes before the AI writes your notes
Which numbers Mesh replaces in a transcript, how client names become placeholders, what is encrypted at rest, and where each protection stops.
4 min readRead - Product
What lands in Redtail after a client meeting
One note for the meeting, and the tasks you pick. The exact text Redtail receives, and what Mesh leaves alone.
4 min readRead - Practice
The recap email, line by line
What Mesh puts in a client recap email, in what order, and the rules Mesh drafts it by, before you review it and send it from your own mailbox.
4 min readRead
Your next meeting, written up
Request early access and lock in founding-member pricing. We review each request and let you in once you are approved.
Built by independent RIAs, for independent RIAs.