Lalela
For financial advisers, wealth managers & paraplanners

Stop typing in client reviews.

Lalela records the whole conversation on your Mac, without a bot, and gives you complete, searchable notes you turn into your own documents with workflows. Mac or iPhone, or start in your browser.

Mac or iPhone — or start in your browser

Free to start · no card · Mac app: macOS 14+, Apple Silicon

Sound familiar?

Typing kills the rapport

Lalela records the meeting, in person with the Mac's mic or on a call, so you can look at your client instead of the keyboard. Speakers are separated on the device.

The paraplanner wasn't in the room

Share a folder with your team as viewer, editor or admin. Shared meetings, action items and activity show up for them in the apps and on the web.

Hours of admin after every review

Search every meeting, chat with your archive, and run workflows that turn the transcript into your own documents: follow-up email, minutes, tasks. You review and send.

Private by design

Details: Privacy & security · Built by Auxo Digital, a South African software studio.

Questions

Do I need my client's consent to record?

Laws vary, and many places require the consent of everyone recorded. Consent is your responsibility, as are your other regulatory obligations. Lalela shows a clear recording indicator and makes pausing, stopping and deleting easy. When in doubt, tell your client you're taking notes and ask.

Does Lalela make my practice compliant?

No tool can do that for you. Lalela gives you complete, searchable notes of what was said; you turn them into your own documents with workflows and decide what to keep. Your compliance obligations stay with you.

Where does the client's audio go?

On the Mac, by default, nowhere: transcription runs on the device and the audio is discarded. Cloud transcription is optional (it's the default on iPhone): the audio goes to private storage, is transcribed, and is deleted straight after.

Is my clients' information used to train AI?

No. We never train on your content. With a local model, summaries never leave the Mac. The free AI allowance sends text to the model provider only to generate your answer.

What does it cost?

It's free to download and use. Recording, on-device transcription and search have no caps. Signing in adds a free monthly AI allowance for summaries and chat. No card needed.

More answers in the full FAQ.

Be present in your next client review. Lalela takes the notes.

Mac or iPhone — or start in your browser

Free to start · no card · Mac app: macOS 14+, Apple Silicon

Lalela for financial advisers — private AI notes for client meetings · Lalela