Notetaker
Capture every detail from every meeting without typing a word. Slant's AI Notetaker listens, organizes, and turns conversations into actionable follow-ups.
Your meetings, captured effortlessly.
Hands-free notes and tasks
However you meet, Slant's AI Notetaker captures every conversation. It automatically records key points, questions, and decisions, and then creates follow-up tasks so nothing slips through the cracks.
Pre-and post-meeting automation
From preparing agendas and client briefs to sending follow-up emails and action items, Slant's AI automation handles the work before and after every meeting.
Always where you need it
Every note, summary, and action item is automatically linked to the right contact in Slant, so your meeting insights are ready when you need them.
Scale personal advice
The CRM, upgraded
Do everything a CRM should, and more. Manage contacts, households, tasks, emails, and files—then let Slant’s AI power answers, memory, and automation so you can focus on what matters.
Chat that gets things done.
Talk to Slant like you would your assistant. Ask questions, recall client details, draft emails, run AI agents, and prep for meetings—without breaking your flow.
Every client process, on track
Keep work moving. Projects bring structure with templates, assignments, reminders, and real-time visibility—so nothing slips through the cracks.
Your practice, automated
Automate your repeatable processes. Trigger actions from behavior or CRM changes, and automatically update records, launch projects, and send follow-through.
Prospecting that feels personal
Slant helps you discover best-fit prospects, enrich them, and run consistent outreach with pre-approved sequences. Better timing, higher-quality conversations.
Annual reviews, fully tracked and always on schedule.
See who’s due, overdue, or already scheduled for reviews and touchpoints. Keep every client on schedule without spreadsheets or guesswork.
FAQs
Be the reason behind the retirement party, the second home, the peace of mind.