What advisors ask us.

No. It documents advice you've already given, using only your notes. It never suggests products or judges suitability, and anything missing from your notes is marked as not captured.

No. Quilla flags common record-keeping gaps before your compliance officer sees the file, so fewer come back to you. They still review your records.

It rewrites a section in clearer, more formal wording using only the facts already in that section and your notes. It never adds new facts, and you can undo it.

Records are private to your account. To draft a record, your notes are sent to an AI model that writes it. If you record a meeting, the audio is sent to a transcription service and deleted once the transcript is ready. Include only what the record needs, and leave out ID and account numbers.

Yes, once your client agrees to be recorded. Quilla asks you to confirm their consent first, transcribes the recording, then deletes the audio and keeps only the text. You can also upload a transcript from Teams, Zoom or Google Meet, or paste your own notes.

Mark it as not applicable and say why. Your reason is kept in the record's history and included in the export.

Signing seals a read-only copy with a digital fingerprint. If you reopen a record to fix something, the sealed version stays exactly as it was and your changes become a new version when you sign again.

Yes. In Templates you can add guidance for each section, like how you describe fees, and standard wording you use in every record, like your remuneration disclosure. Standard wording is added to the draft where you can see and edit it.

PDF and Word, with your practice name, your sign-off, how each flagged item was resolved and the record's full history. Drafts are clearly marked as not signed.