Sound familiar?
😣Meetings, file notes and signed documents are in separate systems.
😣Advice records must be complete and kept.
😣Clients will not install software.
How iSift fits
✅Client joins free from a link.
✅AI minutes and action items, approved by a person.
✅Sign engagement letters and authorities as PDFs.
✅Booking pages; mail from your own firm address.
✅Single sign-on and audit log on Business.
Use it for
Discovery meetingEngagement letter signingAnnual reviewFile-note draftingClient webinar
Things to check
These are general reminders, not legal advice. Check the rules that apply to you.
- Advice and credit records are usually kept for years; check your licence conditions.
- Customer identification duties may apply.
- Get consent before recording.
Frequently asked questions
Can iSift be used for financial services?
For advisers, brokers, accountants and small lenders. Minutes are drafted for you to approve, and clients sign in the meeting.
Do my clients or guests need an account?
No. Guests join free from a link in their browser, with no app to install and no account to create.
How much does iSift cost?
The Basic plan is free for ever, with 25 people and 90-minute meetings. Paid plans start from A$2 a month per host.
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