Select the right plan based on your needs

The good news is - not much! All your advisors need to do is hit record - the rest is taken care of.

Once a recording is available, filenote.ai retrieves it and automatically produces a comprehensive file note that lands in your advisor's inbox.

It’s a few simple steps: 

• Step 1. Sign up for free trial OR you can schedule a demo with us
• Step 2. Complete registration link (sent once you sign up)
• Step 3. Provide us with number of users and emails
• Step 4. Your IT to set permissions so filenote.ai can access your videos

Once signed up, hit record and you’ll start receiving AI generated file notes

It’s simple. Record you client meetings using either Teams or Zoom, using any supported device (laptop, phone or website browser)

Using Teams:

1. Virtual meeting: join your existing meeting and click ‘Record’
2. In-person meeting: start a new meeting using the Team app on your phone or laptop and click ‘Record’ 

Using Zoom:

1. Virtual meeting: join your existing meeting and click ‘Record’
2. In-person meeting: start a new meeting using the Zoom app on your phone or laptop and click ‘Record’

Filenote.ai will retrieve your recorded meetings overnight and email you the File Notes

At BLV Solutions, we stand behind our world-best products. We make is easy for you to both try and use our products, with no concerns of daunting lock-in contracts.

You can trial our products for free and at cancel at anypoint within this timeframe if our product isn't meeting your needs. Once you have progressed to a paid-plan, you are then on the ease of a month-to-month basis. You can cancel anytime within that month (prior to the start of the next billing cycle), and you won't be charged for the next month.

Not a lot! A simple IT set up guide will be provided to you as part of the onboarding. This guide gives all the required information for your IT group to enable filenote.ai.

Depending on whether you choose to deploy via Microsoft Teams or Zoom, the process differs slightly. Either way, it should take no more than 20 minutes to deploy!

If you are meeting with your client in person, all you need to do is:

1. Open the Teams or Zoom app using your phone or Laptop
2. Click Record

It’s as simple as that.

We can easily add, remove and change users within your organisation. Simply email us at hello@blvsolutions.com and our team will take care of it for you.

Absolutely. You have the choice of using our sector leading File Note template, OR

you can provide your own file note template. The custom template option is only available on the PRO or Enterprise plans.

Yes, we can certainly tailor the template to suit your needs. Some examples of how other advisors have customised our templates include the following:

- Add your logo, font, and style

- Add categories relevant to your firm to capture specific information that is important to them, for example SMSF

- Add hard coded text on every file note they want included (ex. to cover a compliance point) 

These options are inclusive on all plans.

We can also use AI to populate your template. If interested, this option is available on our Pro Plans only.

Recordings are purged immediately after the creation of a file note. We maintain some log data which does not contain any personal identifiable information for a short retention period and they are purged after the retention period.

We take privacy and data security very seriously. Our underlying platforms are SoC2 Type 2 and GDPR compliant and we maintain stringent and isolated infrastructures. Please refer to our privacy policy for details about how we handle your information.