Every advice case starts with a conversation. This release makes it easier to capture one.
Meetings now runs in the Templi web app, with nothing to install. Want to see it in action? Book a demo and we’ll walk you through it.
A notetaker that joins on its own
Connect your calendar and it joins your Zoom, Google Meet and Teams calls. Your notes are waiting in Templi when the meeting ends, and the client’s fact find is updated in your back office too.
Suggestions that know your day
The home screen now suggests what to do next, like preparing for today’s meeting or writing up the last one.
Add a file late, and only the affected sections change
Attach a late valuation or provider letter, and Templi updates just the sections it affects. Your own edits stay put.
Also improved
Template imports are 72% faster, and meeting notes now run on a newer model.
Meetings in the web app is in pre-release for Enterprise customers first.
See Templi in action
Explore how Templi can capture your meetings and turn them into work done. Book a demo with the team.
