Product
What Aevon does with a meeting.
You record the meeting the way you already do. Aevon reads the transcript and turns it into five things, in this order. Nothing here is a summary, and nothing is claimed without the client's sentence and the date behind it.
01
After the meeting
See how the conversation went.
After each meeting, Aevon shows you how you handled it and what to work on before the next one. It is measured from the transcript, never guessed, and there is no grade.
How the meeting went · Tom Bryant · Aug 17
Carry in When Tom goes quiet after a hard number, wait.
02
Before the hard one
Practice the conversation with that client.
Rehearse a difficult conversation with a simulation of the client built from their own words. Afterwards, Aevon checks the next real meeting for the thing you practiced and shows you the moment it came up.
03
Every client
Know what they told you before you sit down.
One file per household: what they said, when they said it, what is still open, and what is coming up. Every line carries the client's sentence and the meeting it came from.
04
Grow your book
Your next clients are already in your meetings.
Heirs, business partners, and the people your clients offered to introduce. Aevon finds them, tracks each prospect from first contact to won or lost, and shows which sources turn into clients.
Prospects · From your book
Carol
Visiting Tom and Linda in October. Tom offered the introduction.
Roberto Vasquez
Named in Elena's plan for her mother's care.
Pete
Moving into the casita this winter. Not yet approached.
This quarter
05
Claude and ChatGPT
Ask about your clients from the tool you already use.
Connect Aevon to Claude or ChatGPT and ask in plain words. The answer comes from what the client actually said, with the date. Add a meeting or fix a note from the same chat.
What it works with
It runs on what you already record.
Zoom, Google Meet, Microsoft Teams
Aevon's notetaker joins the call and receives the transcript. No audio is recorded or kept.
Uploaded transcripts
From any recorder you already use. Add the file in the app, or hand it over from Claude or ChatGPT.
A client's email can be added to their file the same way a meeting is, with the date.
Your CRM
Contacts and history come in. Aevon never writes back to your CRM; it stays your system of record.
Your calendar
Google Calendar today, so the Desk knows who you are seeing and what to carry in.
Claude and ChatGPT
Connect once, in five steps. Ask about any client, add a meeting, or fix a note from the tool you already use.
What it is not
Three things Aevon does not try to be.
Not a CRM.
Your CRM stays the system of record. Aevon reads from it and never writes to it.
Not a notetaker.
Notes, prep and follow-up are solved by the tools you have. Aevon reads what they produce and works on the relationship.
Not a grade.
There is no overall score. Each measure sits next to a stated target and the moment it happened, and each target says where it comes from.
In private development
Be the advisor they keep.
Aevon is in private development and is not sold publicly yet. If you want to be one of the first advisors running real meetings through it, ask here.