Notetaker

Capture every detail from every meeting without typing a word. Slant's AI Notetaker listens, organizes, and turns conversations into actionable follow-ups.

Notetaker

Your meetings, captured effortlessly.

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.

Pre-and post-meeting automation

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.

Always where you need it

Scale personal advice

CRM

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.

Intake Forms

Modern firms send modern forms.

Collect client and prospect information with beautiful, branded forms—built into Slant, filled into Slant, included with Slant.

AI Agents

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.

Project Management

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.

AI Automation

Your practice, automated

Automate your repeatable processes. Trigger actions from behavior or CRM changes, and automatically update records, launch projects, and send follow-through.

Marketing

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

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.