


and more
Real-time intelligent note-taking that captures and organizes client conversations in your preferred format
Invisible streaming assistant works silently in background, no meeting joins needed

Mili is taking notes...
Syncs with your calendar




Auto-drafted emails matching your communication style
Smart meeting scheduling suggestions
Never miss a client commitment

Zoom Meeting

Notes created through secure real-time streaming with no audio recordings or stored transcripts

Meeting Privacy
Secure streaming technology works invisibly without bots joining meetings

Compliance Filters
Automatically masks sensitive information (like account numbers, SSNs) and flags key compliance terms

Meeting Controls
Advisors have full control to pause and resume note-taking during sensitive discussions

Advisor Review
Human-in-the-loop design: advisors review and approve notes before publishing

Built-in Consent
Integrated consent mechanisms across all meeting types