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Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk
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Skills Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk All agents
Agent library / Client meetings

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Client meetings

Before each meeting, PitCrew builds the brief. After it, it turns your notetaker's notes into tasks, record updates and the client email. It works from the notes your notetaker produces or your advisor writes.

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Example run with sample data

Agents in Client meetings

Choose an agent to see what it reads, what it produces and the rules it follows.

Meeting prep briefBuilds a one to two page brief before each client meeting, with open items and missing documents.Approved by: Associate advisorMeeting notes to CRM tasksTurns meeting notes into CRM tasks, record updates and a client follow-up email draft.Approved by: The advisorReview schedulingFinds households due for a review and drafts the invitations.Approved by: Client serviceHousehold facts from documentsAnswers questions about a household from its documents, with the page each answer came from.Approved by: The person askingConversation reviewReads meeting notes for promises made, complaints and topics compliance should see.Approved by: The advisor, and compliance for flagged items

Questions firms ask

Last updated: October 2026

What does Client meetings cover?

Before each meeting, PitCrew builds the brief. After it, it turns your notetaker's notes into tasks, record updates and the client email. It works from the notes your notetaker produces or your advisor writes.

Does a person approve the work?

Yes. Each agent shows its work to the right person before anything is written to your systems or sent to a client. Every run is kept in your firm's private deployment.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

Other Skills

The rest of the agent library, in the order of a client's life with your firm.

Marketing and referralsReferrals, events, newslettersProspects and proposalsInquiries, fit checks, proposalsClient onboardingNew accounts, transfers, formsClient serviceRequests, money movement, updatesPortfolio oversightDrift, cash, model changesBilling and feesFee checks against agreementsData and reportingMatching data, client and firm reportsCompliance and riskReviews, exams, security
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We build it with you, from data access to the first production run in 5 working days.

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