The AI notetaker built for compliance
Auto-joins client calls, captures only what belongs in the CRM, flags risk for your compliance team, and never stores what shouldn't be stored.
Built for client-facing professionals in regulated industries.
Integrates with your favorite tools
Our why
Most AI notetakers log everything.
Yours shouldn't.
Built for the conversation.Decisions, commitments, and action items — structured the moment they're spoken.
“Let’s rebalance to 60/40 after the Q4 review, and block March 15 for our follow-up.”
Rebalance portfolio to 60 / 40
Schedule follow-up: March 15
Send updated projection deck by Friday
Built for compliance.Risk detection, audit-friendly outputs, and retention controls, by default.
Built for the CRM.Clean, structured fields synced to Salesforce, Wealthbox, and more.
Conversation
“Let’s rebalance to 60/40 after the Q4 review, and block March 15 for our follow-up.”
Rebalance portfolio to 60 / 40
Schedule follow-up: March 15
Send updated projection deck by Friday
Compliance
Discussed Q4 portfolio performance
Risk tolerance reaffirmed: moderate
Next steps: rebalance + follow-up scheduled
3
across team this week
412/412
meetings • 0 gaps
CRM
Johnson Family
Last contact: today
Connected to
What we do
From the first call to the compliance review.
Capture. Filter. Act. Oversee.
Auto-join + upload
Shuli auto-joins your scheduled video calls and accepts uploaded audio from in-person meetings or phone calls. No manual recording, no missed details.
Q4 Review: Johnson Family
Auto-joined at 2:00 PM
advisor-call-04-27.m4a
Uploaded from desktop
In-office meeting recorded
Phone audio uploaded from a desktop browser
Q4 Review: Johnson Family
Auto-joined at 2:00 PM
advisor-call-04-27.m4a
Uploaded from desktop
In-office meeting recorded
Phone audio uploaded from a desktop browser
Client privacy by design.
Every feature is built around what should be stored, and what shouldn't.
Relevance filtering
Capture decisions, needs, objections, numbers, and commitments. Not side conversations.
Sensitive-topic exclusion
Automatically omits personal or unrelated details from stored notes.
Purpose-built retention
Only structured meeting notes are stored. Full transcripts are processed securely and then deleted automatically.
Audit-friendly outputs
Clean formatting built for CRMs and workflows.
"Shuli stores the summary you'd write, not the transcript you'd regret."
Tailored for how you work.
See how Shuli adapts to your industry.
Financial Advisors
- Capture investment discussions and risk tolerance changes
- Auto-log client goals and timeline updates
- Generate compliance-ready meeting summaries
Q4 Portfolio Review: Johnson Family
- •Discussed rebalancing toward 60/40 allocation
- •Client expressed concern about tech sector exposure
- •Reviewed college savings goal: on track for 2027
Risk Tolerance
Moderate
Next Review
Q1 2026
Action Items
3 tasks created
Notes that survive a compliance review.
Built for client-facing professionals in regulated industries. Auto-joins your calls, captures only what belongs in the CRM, and keeps an audit trail your compliance team will thank you for.