PlannerPal is an AI‑powered meeting capture, documentation, and compliance workflow tool designed to reduce the administrative workload associated with client meetings. It records conversations through Zoom, Microsoft Teams, or a mobile app, then uses AI to generate meeting notes, follow‑up emails, fact finds, data collection sheets, suitability letters, and pre‑meeting preparation packs. Advisers and paraplanners are the primary users. Compliance teams also use the platform’s observation scoring capability to monitor meeting quality across the firm.