Transform Your Meetings and Post-Meeting Work Today
Quill has been infinitely helpful. There are things said in passing during meetings that, when Quill drafts the email follow-up, I realise I'd totally forgotten.
~
RIA COO & Advisor
Why Quill for RIAs?
Compliance. Privacy. Productivity.
Designed for RIA Compliance
Local-first recording keeps sensitive audio on-device, configurable auto-deletion of transcripts,
and end-to-end encryption built-in.
Highlights & Personal Notes
Focus Quill on what's most important with 1-click highlights and an always-available notepad for quick thoughts. Quill gets the details.
AI-Power, Human Control
No bots auto-emailing your clients or misinterpreting your words. Quill is your trusted assistant capturing details and drafting follow-ups, not a replacement.
Bring-Your-Own LLM (Enterprise)
Run Quill entirely on infrastructure you control for complete data sovereignty.
Integrations & Automations
Connect Quill to your CRM, email, and other tools to automate your workflow and auto-archive communications.
Custom prompts and templates
Tailor Quill for your team with custom prompts and templates for your firm's unique needs and existing playbooks.
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RIA FAQ
Are Quill transcripts considered "books & records" under SEC Rule 204-2?
Locally-stored transcripts that never leave your machine are generally not considered books & records because the rule only covers communications that are sent or received. Consult your compliance team for guidance.
How does Quill handle data privacy?
Quill records audio locally and only sends anonymised text for processing. No recordings leave your device and transcripts are never logged or used for training.
Can I customise Quill for my firm?
Yes. Deploy firm-wide templates, disable features you don't need, or integrate with your existing workflows. When configuring for your team, think "In-N-Out menu," not "Cheesecake Factory."
How does AI note-taking impact junior associates' learning?
While traditional note-taking builds important skills, Quill enhances rather than replaces this learning process. As one compliance officer noted, the future involves 'guiding AI with your human perspective.' Many firms customize templates with dedicated sections for personal observations, ensuring human insights remain central while eliminating the limitations of hurried, incomplete handwritten notes and allowing all team members to more fully participate in calls.
How do I get started?
Schedule a demo to see how Quill can transform your client meetings while meeting the highest standards of compliance and data security.
This summary is for informational purposes only and does not constitute legal advice. RIAs should confirm their obligations with counsel.
