Scale your impact, not your hours.

We know every firm handles consent differently. You might prefer verbal consent with audio playback, automated email alerts, or even virtual backgrounds that display consent language during video calls. Whatever works for your practice, we track it all by client and date.

Here's the key: Mili uses real-time streaming, which means audio becomes text instantly and is immediately discarded. No recordings ever exist to worry about. Every note is timestamped with participants, and investment recommendations are automatically flagged. When audit time comes, export everything with one click.

Mili automatically redacts SSNs, account numbers, and any sensitive information before notes are even created. Everything is encrypted end-to-end. Mili is SOC 2 Type 2 and ISO 27001 certified, and we never train our AI on your client data. You own all your information and can delete it anytime.

Mili has three access levels that match how firms actually work. Admins get everything, including analytics dashboards and user management (for plans where applicable). Advisors can create, edit, and send notes and follow-ups. Assistants can view notes and manage tasks to support the team. Every action is logged for security.

We built Mili exclusively for wealth advisors. We understand the difference between a beneficiary review and a risk tolerance discussion. Generic tools just transcribe words. We create structured notes that speak your language and plug right into your existing wealth management tools.

We integrate with all the major platforms you already use across calendars, CRMs, financial planning software, and custodian platforms. See all the live integrations here. If you're using something specific, just ask. We're always adding new integrations.

Yes, we have mobile apps (Android and iOS) for capturing meetings and for reviewing notes on the go. Most advisors use a desktop for their main work, but it's nice to have everything accessible from your phone when you need it.

Mili works in English, Spanish, French, German, Italian, Portuguese, Russian, and more languages. We're adding more languages based on what advisors need. Just let us know if you need a specific language - we might already be working on it.

Yes, and you have two options. For live calls, add our dial-in number to your conference line, and Mili captures notes in real-time. If you need to record a call for compliance reasons, you can upload the recording afterward, and Mili will generate notes from it.

Yes. Just run the app on your laptop or phone during in-person meetings. It quietly captures everything while you maintain eye contact and build rapport. 

Basic meeting preparation refers to previous meeting notes and discussion topics. Advanced meeting preparation goes deeper - it connects your CRM data, email history, and client activity to paint the complete picture. Takes a few extra minutes, but helps you walk into meetings fully prepared.