Dictated Notes Transcribed by U.S.A. Professionals

We use highly trained, US based transcriptionists to deliver the most accurate note-taking solution.

Note taking should be simple.

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Never miss a detail.

Your business and client success is dependent on the accuracy and detail of your notes. If you’re relying on short term memory, waiting just one hour after a meeting will cost you two-thirds of the meeting details.

Capture the Details

Open Talk It and speak all of the details from your client meeting.

Secure & Confidential

We’ll keep all of your information secure so your business is protected.

Easy to Search

Find what you need, when you need it, with unlimited search and view capability.

Meet your new Assistant.

The built-in Assistant feature will change the way you take and organize notes. The Assistant will guide you with the use of templates, so you never miss a detail.

Start your trial today for 40 minutes of dictation time free!

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Our Latest Innovation…ATM (Assistant Template Manager)

Replicate process and workflow with customizable templates shared with your team

Replicate Successful Process with… ATM

The ONLY customizable, sharable dictation template system in the UNIVERSE

Not using a CRM? No problem. Download our Generic Quickstart Guide here!

“It’s not a stretch to say that advisors and their staff can achieve instant ROI with Mobile Assistant as a result of the efficiency and accuracy their service brings to capturing vital notes.”

Mario Canas, Enterprise Relationship Manager, Redtail Technology, Inc.
“I personally use Mobile Assistant as it’s the most accurate, easiest to use, and has the quickest turnaround time on the market and I’ve heard of and tried them all.”

Brad Johnson, VP Advisor Development, Advisors Excel
“Mobile Assistant is helping our firm document every client engagement accurately in the formats we choose. The human understanding of industry jargon and abbreviations save us from constantly correctly previously used dictation services.”

Adam Holt, CEO, Asset Map

Our CRM Integration Partners

Click on your CRM below to download our Quickstart Guide!

Our 8 business hour promise.

Receive your accurate notes back from transcriptionists
within 8 business hours of recording!

Try Mobile Assistant free!

Download Talk It

Download the Talk It app on the App Store or Google Play!

Sign up for a Trial (It’s Free)

Get 40-minutes of free dictation time so you can experience our accuracy.

Speak Your Client Notes

Press Record, or choose your Assistant template, and receive your transcribed notes within 8 business hours!

Save time and money with accurate notes.

US-based, highly-trained transcriptionists
Secure and confidential
Unlimited storage

*Additional lines only 15 cents per line.

Questions? Contact Sales

Start making the most out of every client meeting.

You deserve to rest assured your client meeting notes are secure and accurate. You shouldn’t have to settle for “garbled” or distorted notes that require editing. That’s why we created the Talk It mobile app to quickly capture your spoken notes and deliver them into the hands of our highly trained, human transcriptionists.

All of our transcriptionists are highly trained, reliable employees of Mobile Assistant—not part-time contractors. Plus, with over 20 years of transcription experience, thousands of professionals rely on us for their client meeting notes.

We’re not a software company. Our Talk It app is the most efficient way to capture the valuable notes from your short-term memory and transform them into a voice recording.

Within 8 business hours, we will deliver your accurate, detailed notes, by email, into your CRM, and to the Notes section of the Talk It app.

No more editing notes. No more fumbling with paper files. No more forgetting important details.

Just complete, accurate notes from every client meeting organized digitally. Get your free trial today!