Try Filenote.ai for free

Select the right plan based on your needs

Currency

No lock in, always have the freedom of month-to-month
Standard
Up to 20 hours of meetings
USD
$XXX
/mo
billed monthly / per user / excl. taxes
billed yearly / per user / excl. taxes
SAVE 5%
Start your free 30-day trial
Start your free 30-day trial
Key features
Meeting file note
Client summary email
Detailed meeting transcript
Platforms: Teams, Zoom, in-person
Inclusions
20 hours upload limit/user/month
Excess hours covered with Flex Packs

Automatically applied at $50 AUD per pack (excl. applicable taxes) for every 5 hours over.

4 hour max per meeting (recording)
Hours aggregated at company level
PRO
Up to 40 hours of meetings
USD
$XXX
/mo
billed monthly / per user / excl. taxes
billed yearly / per user / excl. taxes
SAVE 5%
Start your free 30-day trial
Start your free 30-day trial
Everything in Standard, plus
Custom file note template (BYO)
Inclusions
40 hours upload limit/user/month
Excess hours covered with Flex Packs

Automatically applied at $50 AUD per pack (excl. applicable taxes) for every 5 hours over.

4 hour max per meeting (recording)
Hours aggregated at company level
Enterprise
For larger-sized firms
X
Contact Sales
For firms with > 20 advisors
Speak with Sales
Reach out to get
Discounted volume pricing
Early access to new features
And more...
Inclusions
Specifics to meet your needs
Excess hours covered with Flex Packs

Automatically applied at $50 AUD per pack (excl. applicable taxes) for every 5 hours over.

4 hour max per meeting (recording)
Hours aggregated at company level
Minimum User Requirements:
  • Microsoft Teams: minimum plan level is Microsoft 365 Business Basic
  • Zoom: minimum plan level is Zoom Pro
  • Must be on a ‘Business Plan’, as Personal Plans (Teams & Zoom) are not supported

See what you can save

See what pricing plan suits you best

Pricing calculator

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Your savings  🎉
The time and money you can save + recommended plan.
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$000
Value created per month
Based on $300 / hour charge out rate
0hrs
Time saved per month
Based on 30 mins to write a filenote, 7 meetings per week for 27 advisors
Based on your usage, the plan recommend is:

Find your answers

You have questions, we have answers

What do our advisors need to change to implement Filenote.ai?

The good news is - not much! All your advisors need to do is hit record - the rest is taken care of.

Once a recording is available, filenote.ai retrieves it and automatically produces a comprehensive file note that lands in your advisor's inbox.

How do I sign up to filenote.ai?

It’s a few simple steps: 

  • Step 1. Sign up for free trial OR you can schedule a demo with us
  • Step 2. Complete registration link (sent once you sign up)
  • Step 3. Provide us with number of users and emails
  • Step 4. Your IT to set permissions so filenote.ai can access your videos

Once signed up, hit record and you’ll start receiving AI generated file notes

I’ve signed up, now how do I get started?

It’s simple. Record you client meetings using either Teams or Zoom, using any supported device (laptop, phone or website browser)

Using Teams:

  1. Virtual meeting: join your existing meeting and click ‘Record’
  2. In-person meeting: start a new meeting using the Team app on your phone or laptop and click ‘Record’ 

Using Zoom:

  1. Virtual meeting: join your existing meeting and click ‘Record’
  2. In-person meeting: start a new meeting using the Zoom app on your phone or laptop and click ‘Record’

Filenote.ai will retrieve your recorded meetings overnight and email you the File Notes

Can you explain the 'no lock-in contract' details?

At BLV Solutions, we stand behind our world-best products. We make is easy for you to both try and use our products, with no concerns of daunting lock-in contracts.

You can trial our products for free for the first 30 days, and at cancel at anypoint within this timeframe if our product isn't meeting your needs. Once you have progressed to a paid-plan, you are then on the ease of a month-to-month basis. You can cancel anytime within that month (prior to the start of the next billing cycle), and you won't be charged for the next month.

What does my IT need to do to set up filenote.ai?

Not a lot! A simple IT set up guide will be provided to you as part of the onboarding. This guide gives all the required information for your IT group to enable filenote.ai.

Depending on whether you choose to deploy via Microsoft Teams or Zoom, the process differs slightly. Either way, it should take no more than 20 minutes to deploy!

How does filenote.ai work if my meetings are in person?

If you are meeting with your client in person, all you need to do is:

  1. Open the Teams or Zoom app using your phone or Laptop
  2. Click Record

It’s as simple as that.

How do I add new users?

We can easily add, remove and change users within your organisation. Simply go to the Client Portal link at the bottom of our of page on our website.

Can we use our company’s File Note template?

Absolutely. You have the choice of using our sector leading File Note template, OR

you can provide your own file note template. The custom template option is only available on the PRO or Enterprise plans.

What happens to the recording once you have it?

Recordings are purged immediately after the creation of a file note. We maintain some log data which does not contain any personal identifiable information for a short retention period and they are purged after the retention period.

How do you manage privacy and data security?

We take privacy and data security very seriously. Our underlying platforms are SoC2 Type 2 and GDPR compliant and we maintain stringent and isolated infrastructures. Please refer to our privacy policy for details about how we handle your information.