Meeting intelligence for regulated advisers

Every client meeting,
filed to the standard
your regulator expects.

Protokol joins the call, answers your suitability and compliance forms from what was actually said, drafts the follow-up, and files the evidence — in 30+ languages, before you've left the room.

Start free Book a demo
EU-HOSTEDGDPRSOC 2-READYFCA · ISA · SEC
getprotokol.app / meetings / suitability-review
Protokol meeting detail — suitability review with 88% compliance score, answered questions and transcript quotes
Dossier filed to Drive • 0:47
GDPR-aligned Secure checkout via Paddle Your data, your Google Drive EU-Central hosting
See it work

Every client meeting, filed to the standard your regulator expects.

Pick a meeting, then scroll — the transcript writes itself and the record fills in, line by line. Scroll back up to rewind.

getprotokol.app / meetings / live
Suitability record0/8 filled
↓ scroll to play the meeting
The cost of manual notes

Forty-five minutes of paperwork, per meeting, gone.

Advisers don’t lose deals on advice — they lose evenings to documentation. Protokol removes the paperwork without removing the paper trail.

0 min
Manual write-up per meeting
100%
Answers linked to a transcript quote
30+
Languages supported worldwide
<60s
From call ended to filed dossier
The app

A dossier so clear, your regulator could read it.

Every meeting becomes a structured, evidence-backed record — with every answer mapped to the exact moment it was said.

getprotokol.app / meetings / detail
Protokol meeting detail page — Meeting with Ellie Cohen, 100% compliance score, suitability and KYC questionnaire answered with transcript quotes
100% compliance score — every question answered and cited

Every answer, cited.

Each form field shows the exact quote from the transcript it was drawn from, plus a confidence rating. No black box.

Audit-ready, always.

The compliance score, gap flags, and evidence pack are generated immediately after the call — before your next meeting starts.

/ meetings / compliance
Protokol compliance form card showing Suitability, Risk, KYC and AML sections — all questions answered with HIGH CONF and transcript quotes
Suitability, Risk, KYC & AML — all answered, all cited
Compliance forms

Your forms, answered from the conversation — with the quote attached.

Recording tools give you a transcript. Protokol gives you a completed, defensible form: each ISA, FCA or SEC question mapped to the moment it was addressed, scored, and flagged where evidence is thin.

  • Field-level mapping to your regulator’s form
  • Every answer linked to a verbatim transcript quote
  • Confidence rating and gap flags on missing items
suitability-review.json — evidence view
Questionconfidence
Capacity for losshigh
Knowledge & experiencehigh
Investment objectivemedium
Existing commitmentsmissing

“…I wouldn’t want to risk more than about a fifth of it.” — 00:14:22

Automatic attendance

It joins so you don’t have to remember to.

Connect Google or Outlook once. Protokol watches your calendar and shows up to the right meetings — with a consent notice posted in the chat, every time.

  • Works with Google Meet, Zoom and Microsoft Teams
  • Consent banner posted automatically at join
  • Meetings under five minutes never count against you
Today · auto-join
10:00Portfolio review — R. AdlerProtokol will join
13:30Onboarding — Bnei Brak family officeProtokol will join
16:00Internal · team syncskipped
Filing & hand-off

Filed everywhere it needs to be, automatically.

The moment a meeting ends, Protokol routes the record to the systems you already use — and drafts the client follow-up for your approval.

  • Dated, audit-ready folder per meeting in Google Drive
  • Webhooks to your CRM and a Slack channel
  • Recap email written from the meeting, sent on approval
routing — on meeting close
Google Drive
/Clients/Adler/2026-05-29 — Suitability.pdf
CRM webhook
contact updated · note attached
Recap email
drafted — awaiting your approval
Everything Protokol does

Built for the way a regulated practice actually runs.

Fourteen capabilities, one quiet assistant in every meeting.

Compliance forms

ISA, FCA and SEC questionnaires completed from the transcript, with evidence quotes.

30+ languages

English, Spanish, French, German, Portuguese, Arabic, Hebrew and more — full RTL support for right-to-left scripts.

Speaker attribution

Knows who said what — your words and the client’s, never conflated.

Upload your own forms

Drop any PDF or DOCX questionnaire; Protokol maps and answers your questions.

Calendar auto-join

Joins Meet, Zoom and Teams from your Google or Outlook calendar, hands-free.

Google Drive filing

A dated, audit-ready folder per meeting, organised by client.

CRM & Slack webhooks

Push the meeting record to your CRM and ping a Slack channel on close.

Drafted follow-up

The client recap email writes itself from the meeting and sends on approval.

Cross-meeting search

Ask a question across every meeting and get the answer with its source.

Per-client memory

A running timeline of facts and commitments for every person you advise.

Score & gap flags

A clear compliance score per meeting, with the missing items called out.

Evidence-pack export

Download the full meeting as a PDF or ZIP for an inspection, in one click.

Consent capture

A consent notice is posted in the meeting chat automatically, on every join.

Injection protection

Adversarial prompts in a transcript are detected and quarantined, not obeyed.

Security & data residency

Client data treated the way a regulator would want.

Hosted in the EU

All data is processed and stored in EU-Central infrastructure — never moved outside the region.

Encrypted, isolated, per-user

Encryption in transit and at rest, with row-level isolation so one firm can never see another’s records.

Consent on the record

A consent notice is posted to every meeting, and the consent log is part of each evidence pack.

Compliance posture,
at a glance.
  • GDPR-aligned data handling
  • EU-Central hosting & storage
  • Encryption in transit & at rest
  • Row-level data isolation per firm
  • Prompt-injection defences on every transcript
  • Exportable, time-stamped audit trail
Built for this

What your next meeting could look like

Protokol is new — these are the workflows it was built for.

Financial advisory

An adviser finishes a client review call. Before she’s left the room, Protokol has answered her suitability checklist from the conversation — every answer linked to the exact quote — drafted the follow-up email, and filed the record to Drive.

Illustrative scenario · not a real testimonial
Sales

A sales lead runs six discovery calls a day. Protokol fills the MEDDIC sheet for each one, files the notes to the CRM webhook, and flags the questions nobody asked.

Illustrative scenario · not a real testimonial
Team management

A manager’s weekly 1:1s used to vanish into thin air. Now every commitment is captured, assigned, and chased — automatically.

Illustrative scenario · not a real testimonial
Pricing

Simple, and honest about it.

Start free. Pay for the work it does for you — every form filled, every CRM updated, automatically.

Starter
$19 /mo
8 hours per month · for trying it out
  • AI transcript, summary & action items
  • A taste of the back-office: ~3 auto-filled forms / month
  • Email recap draft + Drive filing
  • Google Meet + Zoom + upload
  • 30+ languages (incl. Hebrew & Arabic RTL)
  • Upgrade anytime for unlimited
Start free
Pro
$39 /mo
30 hours / month · the full product, for one person
  • Everything in Starter, plus:
  • Unlimited form-fill + CRM auto-update + follow-up drafting
  • All CRM + AI workflow integrations
  • Audit trail + evidence quotes
  • Pay-as-you-go beyond your hours ($3.00/hr)
  • For one person — upgrade to Complete to add your team
Start free
Most popular
Complete
$79 /seat/mo
30 hours / seat, pooled across your team
  • Everything in Pro, plus:
  • Add your whole team — seats with pooled hours
  • Org dashboard, shared templates & admin controls
  • 1-year recording retention
Start free
Volume discount as you grow: $69 at 10+ · $59 at 50+ · $49 at 100+
For firms
Enterprise
Custom
Complete at scale, with the controls firms require
  • Everything in Complete
  • Volume seat discounts (10+ / 50+ / 100+)
  • SSO + admin controls
  • Multi-year retention on request
  • Priority support
Talk to us
Pay as you go
$3.00 /hr
5.0¢/min ($3.00/hr) · only beyond your plan’s hours, on Pro & Complete
  • Smooths small overflow — never cut off mid-meeting
  • For real growth, adding a seat is cheaper
  • Admins can switch it off for a fixed bill
  • Opt in whenever you need it
Start free
30-day money-back guarantee No credit card to start Secure checkout via Paddle
Questions

The things advisers ask first.

Does it really join meetings on its own?
Yes. You connect your Google or Outlook calendar once. From then on Protokol reads upcoming events, joins the Meet, Zoom or Teams call automatically, and posts a consent notice in the chat. There’s nothing to launch during the meeting.
Where is my client data stored, and is it secure?
All data is processed and stored on EU-Central infrastructure, encrypted in transit and at rest, with row-level isolation so no firm can ever see another’s records. Data handling is GDPR-aligned, and every meeting carries a consent log as part of its evidence pack.
Which meeting platforms are supported?
Google Meet, Zoom and Microsoft Teams. You can also upload an existing audio recording and Protokol will process it the same way.
Which languages are supported?
Protokol handles 30+ languages — English, Spanish, French, German, Portuguese, Arabic, Hebrew and more. Transcripts, compliance answers and the recap email are all produced in the meeting’s language, with full right-to-left support for Arabic and Hebrew.
Can I use my own compliance forms?
Yes. Upload any PDF or DOCX questionnaire and Protokol maps your specific questions, then answers them from each meeting — alongside the built-in ISA, FCA and SEC templates.
Can I cancel anytime?
Anytime, in one click — and there’s a 30-day money-back guarantee. Meetings under five minutes never count toward your monthly limit.

Spend the meeting with your client.
Let the record keep itself.

Connect your calendar and your next meeting is documented before you’ve left the room.

Start your free trial Book a 20-minute demo
No credit card required · 30-day money-back guarantee