I already use AIBefore a meeting
Step 4 of 9 · When to use each tool~19 min left
0%
Today's goal· Step 4 of 9
Adopt one rule: every client meeting starts with Assist. Everything else stays where it is.
About 2 minutes
Do this next
Tick each one off as you go
0 of 3
Do this now
Compare the tools side by side
Everything else
General drafting, research, summarising your own documents — keep whatever you already use.
Aveni Assist
Client meeting? Assist. That is the whole rule.
Which tool would you use?
You have a client meeting in your diary this week. Which one do you open?
The one thing to remember
You have a rule for which tool does which job.
Next up: Why Assist is built for financial advice
About 2 minutes
Continue