What did we promise that client in March?
Walking into every client meeting already knowing the whole story.
I am seeing this client in ten minutes. What did we agree last time, what is still open, and what were they worried about?
Claudewrites the one page meeting brief
Geminichecks it against what the client actually asked for
Codexlists open actions with dates
Client meeting, 14 March
- Wants lower risk before daughter's wedding in 2027
- We agreed to review the pension by end of April
- Prefers a phone call to email
The meeting is in ten minutes. You remember the client, of course. You remember less clearly what they said about their daughter's business, or whether you agreed to look at the pension, or who was going to send what.
- Preparation is a scramble before each meeting
- Follow ups depend on someone remembering
- Partners cannot see what is slipping
Try it yourself in Luminair
Six steps. No setup beyond the AI plan you already have.
- 1
Install Luminair and sign in
Download Luminair and open it. Go to Settings → Models → Add account and sign in with an AI plan you already pay for, like Claude, ChatGPT or Gemini.
- 2
Make a folder for this job
In the sidebar, choose New folder… and name it “Client: Harper”. Then choose New session in this folder. Everything for this job stays together.
- 3
Bring the information in
You need: meeting notes, client emails and latest statements. Connect Zoho CRM, Gmail and Asana in Settings → Connectors, or export the files and drag them into the chat.
- 4
Ask for the result
Paste this into the session, or say it in your own words:
I am seeing this client in ten minutes. What did we agree last time, what is still open, and what were they worried about?
- 5
Get a second opinion
Pick a different model in the model picker and ask it to check the first answer:
Is there anything in this brief that the notes and emails do not support?
- 6
Make it repeat
Open Flows → New and add the steps: Read the meeting notes → Draft the follow up email → List internal actions with owners. Choose when it runs, like every Monday at 09:00. Nothing is sent or changed until you approve it.
How it plays out
A folder per client
Keep statements, the client's policy, meeting notes and emails in one folder each. Ask for a one page picture before a meeting: goals, worries, what was agreed, what is still open.
Close the loop after
Dictate your notes when the client leaves. Ask for a follow up email that lists what was decided and who does what. Internal tasks go into Actions.
See what is slipping
Once a month, a partner asks across all client folders: where has contact gone quiet, which actions are still open, what needs a review.
You stay in charge
Luminair gives no investment advice and does not connect to your trading or custody systems. Every client message is reviewed by an adviser, and you remain responsible for your compliance rules.
Every client feels remembered, because they are. The firm's knowledge of them no longer depends on one adviser's memory.
Sign in with the AI plan you already have and start with this job.