Acer Voice records your client meeting, transcribes it, and produces a compliant, letter-ready note in your firm's house style. Ready to send before you leave the room.
Acer Voice adapts to the compliance language of your practice — whether you're capturing testamentary intention or evidencing suitability under Consumer Duty.
Capture testamentary intention, capacity, undue-influence checks, and vulnerability disclosures the way an SRA file reviewer expects to see them. Your house templates, every time.
See the wills workflowStructured fact-find capture, ATR and capacity-for-loss evidencing, and Consumer Duty–aligned suitability notes that translate directly into your file review pack.
See the adviser workflowEvery meeting produces two records: the memory in your head, and the file the regulator can inspect. The gap between them is where compliance risk lives — and where fee-earner time evaporates.
Dictation gives you a transcript. Acer Voice gives you a note — structured to the format your file reviewers already expect, in the language your regulator already recognises.
Start the recording when the meeting begins. By the time you’ve walked the client to reception, the draft note is waiting for you.
Open the meeting on your phone, iPad, or laptop. Acer Voice captures the audio and encrypts it from the first second. UK-based storage, no third-party listening in.
Speaker-separated transcription ready before the client’s tea has cooled. Processed on UK/EU servers with end-to-end encryption. No public LLMs, no free-tier services.
A compliant, structured attendance note in your firm’s house format. Compliance flags surface unusual items — capacity concerns, undue influence, vulnerability indicators, missing evidence.
Capture testamentary intention, capacity, undue-influence checks, and vulnerability disclosures the way an SRA file reviewer expects to see them — in your house template, every time.
The client is a widow in her late seventies with two adult children and four grandchildren. She lives independently, manages her own finances, and is in good general health.
The client confirmed her intention to leave her estate on trust for her two children equally, with substitutional provision for issue. She wishes to include a Legacy Protection structure to preserve assets on the survivor’s death.
The client attended alone. She gave clear, unprompted instructions and demonstrated understanding of the extent and nature of her estate. No indication of undue influence observed.
The client is 58, employed, married, with a defined-benefit pension in payment and a SIPP holding £320,000. Objective: consolidate legacy pensions and generate flexible retirement income from age 60.
ATR score: 5 of 10 (balanced). Capacity for loss: assessed as moderate; income needs met by DB pension irrespective of SIPP performance.
Products & services — suitable for objective. Price & value — platform charge disclosed. Consumer understanding — confirmed verbally.
Structured fact-find capture, ATR and capacity-for-loss evidencing, and Consumer Duty–aligned suitability notes that translate directly into your file review pack.
Client meetings are among the most sensitive data your firm handles. Acer Voice treats them accordingly — UK-hosted, end-to-end encrypted, role-scoped, and audit-ready.
Audio and transcripts are stored and processed in UK/EU data centres. No transit to US-based general-purpose LLMs.
Audio encrypted at rest and in transit. Recordings tied to the fee earner who captured them; no wider access without escalation.
Every recording, transcript view, note edit, and export is logged with actor, timestamp, IP address, and matter identifier. File-review-ready.
Default 90-day retention with manager-controlled hard-delete. Every deletion generates a SHA-256 archive receipt for your records.
TOTP-based multi-factor authentication built in. Roles for admin, consultant, and reviewer, with matter-level scoping for cross-consultant oversight.
Export any matter as a zipped bundle of transcripts, notes, and audio at any time. Contracts include a 90-day post-cancellation export window.
Tell us a little about your firm and we’ll walk you through Acer Voice on a real (anonymised) meeting from your practice — or one of ours — on a 20-minute call. No slides, no sales team.