Capture the conversation.
Prepare meeting notes with appropriate consent, using FAYBL or a supported note-taker. Stay focused on the person in front of you.
01 / More than meeting notes
The meeting ends.
The work doesn't.
A great note is a beginning. What happens next matters.
Writing up the conversation takes time. So does turning it into a client record, a follow-up, a task or the next piece of work. Fay brings those steps into one connected experience, with your people in control.
02 / From conversation to follow-through
You have the notes.
Where does it all go?
The burden isn't only remembering what was said. It is moving the right information into the right places, without making your team start again at every step.
Keep the context.
Bring the notes together with permitted client information and documents. Review the details, resolve gaps and agree what needs to happen next.
Carry the work forward.
Ask Fay to prepare follow-ups, documents and tasks, then carry approved actions into supported systems. Your team reviews the work and decides what is ready.
03 / A more responsive practice
Less passing work along.
More responding to your clients.
Advice has often meant a sequence of separate steps: gather information, meet, document, hand over and follow up. Each step matters. Re-entering the same information and waiting between systems does not have to define the experience.
Our vision is a more responsive way of working: client context stays connected as needs change, and your team can prepare the next step without rebuilding the story. Professional judgement, review and your firm's requirements remain part of the process.
Start where the friction is.
Begin with meeting notes. Extend into follow-through when the workflow is useful, the controls are agreed and your people are comfortable.
04 / The whole experience
The possibility of AI.
The familiarity of your practice.
If products such as Claude and Codex have changed what you expect from software, the next question is how that experience fits your working day.
FAYBL's focus is the whole experience: your people, client context, documents and existing systems, brought together around the work. Not another place to leave a conversation behind.
With your team.
Give each person support with their work. Keep ownership, judgement and the relationships your clients value with your people.
With your systems.
Bring systems such as Iress Xplan into an agent-assisted workflow. Fay can help prepare work and carry out supported, approved actions through permitted connections, building on the investment you have already made.
Explore Fay + XplanAt your pace.
Agree a useful starting point. Review the results together. Expand Fay's role only as your team gains confidence and your organisation approves.
Connections, supported actions and approval requirements vary by deployment. We confirm the available workflow before setup. Claude and Codex are mentioned as examples of AI products, not as partners or endorsements.
05 / See it in your working day
Bring a meeting.
Let's explore what comes next.
Show us where the work gets stuck after a client conversation. We will walk through how Fay could connect your notes, your team and your systems, and agree a practical place to start.
