Financial advisors greet each client with their story in mind

Littlebird remembers your reviews, email and screen, so you can follow up on each client's goals and life events

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SOC 2Never sold or used for trainingMac and Windows

Chat

Summarize what Dana Whitfield has told me about their retirement timeline, and list the follow-ups that are still open.

Worked for 3 steps

In the June review, Dana said they plan to retire in 2028 and want to keep the lake house. Two follow-ups are still open: the updated beneficiary form you promised and the income projection Dana asked for by email on September 9.

The details that make clients feel remembered stay at hand

Clients notice when you remember: a child's college timeline, the risk conversation from last quarter, the sale of a business they mentioned once. Those details live across review meetings, email and planning documents.

Littlebird remembers reviews you hold on your computer or in person with the iPhone app, plus the email you connect and the work on your screen. Ask what a client told you, then draft the follow-up and decide what to send. It gives no investment or financial advice.

What Littlebird does for you

It works from your meetings, email and the work on your screen, and you stay in charge of what goes out

Prepare for each client review

With meeting prep on, Littlebird writes a short brief before reviews on your calendar: last meeting's decisions, the open items, life events the client mentioned and their latest email.

Find the detail a client shared

Ask what a client said about the sale of their business or a coming inheritance, and Littlebird answers from the review or email where it came up.

Draft follow-ups with real specifics

After a review on your computer, Littlebird writes the summary and action items, and Send to attendees puts the recap in your Gmail drafts for you to edit and send.

Review your promises every Monday

Every Monday a routine lists the follow-ups you promised clients, like a beneficiary form or a question about required distributions, from your reviews and email.

Littlebird works with the tools you already use

Connect your email, calendar and files on every plan, including the free one

Littlebird also remembers what you see in any app on your Mac or Windows computer.

Integrations

Private by default

Littlebird never sells your data or trains models on it, and neither do its AI providers

You choose what it sees

Pause capture anytime, keep apps and websites out, and delete your data whenever you like.

Private until you share

Your chats, meeting notes and memory stay private to you unless you choose to share them.

Encrypted in the cloud

Data is encrypted at rest with AES-256 and in transit with TLS 1.3, and hosted on AWS in the United States.

Audited security

Littlebird is SOC 2 Type II audited, and HIPAA is available with a signed BAA.

Visit the Trust Center Read how we handle your data

Frequently asked questions

Can Littlebird help me prepare for client reviews?

Yes. With meeting prep on, Littlebird writes a short brief before reviews on your calendar, and you can ask about any client's goals, family news or open requests. It answers from your own meetings, email and documents and gives no investment advice.

Does Littlebird work with my CRM and planning software?

Littlebird remembers what you see in any app on your Mac or Windows computer, including your CRM, planning software and custodian portals, so each client's details stay easy to find. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.

Will clients see a bot in review meetings?

No. Littlebird takes notes from your computer's audio, so no bot joins the call and it works with the meeting app you already use. For reviews in your office, the iPhone app takes in-person notes. Let clients know you're taking notes, as your firm's policy and local law require.

How is client financial data protected?

Littlebird never sells your data or trains models on it, and neither do its AI providers. It's SOC 2 Type II audited, your chats and notes stay private to you unless you share them, and you can pause capture, keep apps out or delete your data at any time. Data is encrypted at rest with AES-256 and in transit with TLS 1.3.