Every client meeting documented. Every recommendation tracked.
Record advisory sessions, track client relationships over years, and maintain a searchable record of every discussion, decision, and follow-up.
Free forever on Mac · Grafite Core
The problem
Sound familiar?
Documentation is a compliance necessity
You need records of what was discussed and recommended, but writing detailed notes after every client meeting eats into your day.
Long-term relationship context
Clients expect you to remember conversations from two years ago. Without good records, you're relying on memory across hundreds of relationships.
Sensitive conversations need discretion
You can't have a bot pop into a call where you're discussing someone's financial situation. The environment needs to feel private and personal.
The solution
How Grafite helps
Effortless documentation
Record in the background while you focus on your client. AI generates structured summaries with key recommendations, decisions, and action items.
Complete client timeline
Years of meeting history with every client, searchable and organized. Prepare for reviews by pulling up any past conversation instantly.
Seamless, browser-based capture
No bot, no extra software, no disruption. Just open your browser and record. The conversation stays natural.
From the field
What people are saying
I manage over 200 client relationships. Grafite is the only reason I remember what we discussed with each one.
— Financial Advisor, Independent RIA
The AI summaries pull out action items I would have missed. My follow-through has never been better.
— Wealth Manager, Mid-Size Advisory Firm
Having a searchable record of every client conversation gives me confidence during compliance reviews.
— Senior Financial Planner, Regional Firm
Everything you need
Built for this exact workflow
Grafite combines meeting recording, AI transcription, smart summaries, relationship tracking, task management, and conversational AI, all in a single browser tab.