A powerful way to document meetings
Docit Now for financial advisors was developed to help log phone calls and create meetings notes with the client in mind, making it easier to document the interaction. Each section covers the items you are discussing in real time and allows the user to easily select an item simply by tapping on the screen. It also features sections like "Additional Notes" where the user is able to input text or use the dictation feature of their device for more clarity. All the items discussed are then saved and consolidated into a PDF allowing the user to email, message, or print from the Share Sheet in iOS.