Fragmented context
Notes, transcripts, and commitments need one advisory record.
Enterprise AI workflow for advisory teams
Client conversations in. Verified advisory operations out.
Kapacia helps regulated professional teams turn meetings into structured, verified records with privacy controls, approval workflows, and team visibility.
Privacy-first capture
PII masking
Human verification
Approval workflow
Structured record workflow
01
Record
Meeting audio and notes enter a private case workspace.
02
Transcribe
Conversation context becomes searchable transcript text.
03
Structure
Key facts, actions, risks, and open questions are organized.
04
Verify
Human review, PII masking, and approval states stay visible.
05
Share/export
Approved records become team knowledge or ready for export.
Human trust
Client conversations are high-trust moments.
Kapacia helps professional teams preserve the context from those conversations without making clients feel like they are speaking to a meeting bot. Advisors stay responsible for consent, review, and approval, while teams receive cleaner records they can rely on.
Bot-free recording keeps the client experience natural while preserving a controlled review path.
The operational gap
Advisory work loses momentum after the conversation.
Client context often lands in notes, transcripts, email threads, and follow-up lists. Kapacia turns that material into a controlled record the case owner can review.
Late missing details
Open client facts slow proposals, follow-up, and review work.
Owner review burden
Case owners need a faster way to check and approve records.
No meeting bot required
Clients can speak naturally while advisors remain responsible for consent.
How Kapacia works
A controlled path from conversation to record.
Capture
Bring discovery and review conversations into the advisory workspace.
Extract
Identify facts, goals, risks, actions, and open questions.
Review
Let the case owner check context and make controlled edits.
Approve
Mark the record as approved for controlled team workflows.
Product clarity
The core tools for cleaner advisory records.
Kapacia turns advisory conversations into structured, verified records with clear review states, timeline context, and follow-up material the case owner can approve.
View Features
Bot-free recording
Capture client conversations without inviting a meeting bot into the call.
Structured records
Convert conversation material into consistent advisory sections for owner review.
Timeline summaries
Turn key meeting moments into a reviewable sequence of goals, updates, and open items.
Follow-up drafts
Prepare client-ready email drafts from confirmed facts and actions.
Owner approval
Let the case owner check, edit, and approve the record.
Team visibility
Give managers a clearer view of status, open details, and history.
Multilingual support
Support for multilingual advisory conversations.
Kapacia supports transcription across 10 selected languages for teams serving multilingual clients and regional operations.
English
Mandarin
Cantonese
Malay
Bahasa Indonesia
Tamil
Hindi
Japanese
Korean
French
Use cases overview
Built around recurring advisory workflows.
Use the detailed Use Cases page for workflow-specific examples across discovery, review, handover, and follow-up.
View Use CasesDiscovery meetings
Capture client goals, context, constraints, and agreed next steps from first conversations.
Annual reviews
Summarise changed needs, portfolio preferences, risk signals, and open client details.
Management review
Give managers a consistent verified record of what was discussed, reviewed, and confirmed.
Practical governance
Team-level controls for confidential client conversations.
Kapacia is designed for sensitive advisory material: PII masking, audit history, retention settings, role-based access, sharing controls, and Singapore-hosted infrastructure.
Singapore hosted
Governed review before records are used by the team.
View Data Control
Singapore hosted
Support regional hosting expectations for confidential records.
PII masking
Limit sensitive identifiers where full detail is not required.
Audit trails
Track edits, owner approval, and record history.
Role-based access
Control who can view, edit, approve, and manage records.
Retention and deletion
Support team policies for record lifecycle management.
Sharing controls
Keep follow-ups and record outputs within governed workflows.
Record review
Keep the case owner in control.
AI drafts the record. The case owner reviews, edits, and approves it before it becomes part of the team's working record.
Pricing overview
Start with a 14-day free trial, then move to a paid subscription.
Start with a focused trial, then choose the subscription and onboarding option that fits your team.
View Pricing14-day free trial
Evaluate Kapacia with a focused advisory team.
Test capture, extraction, missing-detail flags, case owner approval, and follow-up drafting.
Start Free TrialPaid subscription / guided onboarding
Scale by workflow, users, and data-control needs.
Move from trial to paid access with onboarding for fields, approvals, and governance settings.
Book a Demo