Meeting notetaker / Profile enrichment Pro

The client record updates itself after every meeting

When a meeting ends, Vega writes what it learned into the contact and the household: the durable facts into their fields, and the relationship into a living story that grows with every conversation. You set how much of it needs your review.

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A record that keeps pace with the relationship

It updates, not just suggests

When the evidence is direct and specific, Vega saves the change to the record itself. Only what is ambiguous, second-hand, or conflicting comes back to you as a suggestion.

A living story for every client

One narrative that ties the facts together: family, work, the planning arc, recent developments, open questions. Rewritten after each meeting rather than appended to, so it still reads well years in.

Contact and household, both current

Personal detail lands on the person. Members, shared priorities, and the household balance sheet land on the household. Neither goes stale while you work on the other.

You decide what happens without you

Firm-level guidance sets where the line falls between an automatic update and a suggestion, and your own template decides how the story is laid out. Tighten it at the start, loosen it as trust builds.