kaitel.
How it works

A day with Kai.

A Tuesday when nothing slips — from the first thing you read to the last thing you say on the way home.

01
We capture the meeting.
Your recorder, ours, or a note you dictate after.
02
We read it against the client file.
What changed, what's missing, what you promised.
03
We prepare the work.
The fact-find, the Statement of Suitability, the follow-up.

Nothing goes out until you’ve reviewed it.

  1. 7:15Today

    You start already knowing who needs you.

    Today’s priorities, ranked, so the first thing you read is the thing that matters most — and the one decision only you can make.

    3 priorities before 9. One needs you today.
    TodayTue 18 Sep · 07:15
    01
    Delaney Household
    Service recovery meeting at 10:30
    Needs you today
    02
    Murphy, J & M
    Pension statement chased twice
    Outstanding
    03
    Byrne, S
    Suitability draft ready to review
    For review
    Everything else can wait until tomorrow.
  2. 10:15Before the meeting

    Walk in already caught up.

    One page: what changed since you last met, what’s still outstanding, what to raise. And, just as often, what to leave alone.

    Delaney — service recovery only. Hold the inheritance.
    Delaney HouseholdPre-meeting · 10:15
    Changed
    Retirement date moved to 62.
    Outstanding
    Pension statement — requested 12 Aug, chased 2 Sep.
    Raise
    The protection quote you promised in June.
    Leave alone
    Inheritance. His mother is unwell.
    One page. Read it in the car park.
  3. 10:30The meeting

    Run it however you run it.

    Your own recorder, ours, or nothing at all — tell Kaitel what happened afterwards.

    Captured. Matched to the Delaney file.
    Delaney Household · Annual Review45:12
    CapturedToday · 10:30
    Kaitel Capture · Teams
    Your own recorder
    Dictate it after
    Matched to the Delaney file.
  4. 11:20After the meeting

    What changed, ready to confirm.

    The retirement date moved. The pension statement still hasn’t arrived. You promised a protection quote. All three surfaced, with the evidence behind each one.

    3 changes to confirm. 1 requirement outstanding.
    3 changes to confirmFrom 10:30
    Retirement date65 → 62
    “I’d like to be finished by sixty-two.”04:12
    Protection quotePromised
    “I’ll get you a figure on the cover.”31:05
    Pension statementOutstanding
    Requested 12 Aug · chased 2 SepNo reply
    Every line carries the evidence behind it.
  5. 2:00The work

    Prepared, not done to you.

    The fact-find updates. The Statement of Suitability drafts against your firm’s template. The follow-up lands with the right person.

    Suitability draft ready. Waiting for your review.
    Delaney Household · Prepared14:00
    Fact-find
    6 fields updated
    Updated
    Statement of Suitability
    Drafted on your firm’s template
    Your review
    Follow-up
    To Aoife Ryan, Zurich
    Queued
    Nothing leaves until you approve it.
  6. 6:00On the way home

    Thirty seconds, and the day is logged.

    A few thoughts in the car, filed to the right clients before you’re in the door — so nothing that happened today evaporates by morning.

    Filed and ready for tomorrow.
    Voice note18:02 · 0:38

    “Delaney’s happy to wait on the quote. And Sheila Byrne wants to look at the ARF in October.”

    Delaney Household — Note added to the file
    Byrne, S — Task created for October
    Filed before you’re in the door.

That’s the day. The hour with the client is still yours.

The founding cohort

Apply now.

We’re opening Kaitel to a small group of Irish advice practices who want a say in what it becomes. Early access, direct influence on what we build next, and preferential terms when we launch.

We review each practice for fit and come back to you personally.