Deliverables / Client communication Pro
Every client conversation ends in something you can send
Meeting recaps, review letters, and client updates, drafted from what Vega already captured and branded like everything else your firm sends. Review, export, send.
Vega gives us a more practical way to turn meetings into output that matches our firm's process. Having the ability to shape the structure, level of detail, and next steps makes the notes more useful for both our team and our clients.
Jeff Gove
Stonebridge Wealth Systems
The write-up that used to cost you an evening
Built from the meeting, not memory
Recaps are generated from the notes Vega already took, so what the client reads matches what was actually said.
Decisions and next steps up front
What was decided, who owns it, and what happens next are laid out as structure instead of buried in three paragraphs of prose.
Your firm on every page
Logo, colors, and typography are applied automatically, so a letter from a first-year associate looks like one from a partner.
Out while it still matters
The draft is waiting when the meeting ends, so the recap reaches the client the same day rather than the following week.
See Vega in action
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