Jump AI Set-Up for a Three-Adviser Firm: Templates, Consent, Review

Set up Jump in five moves: choose a capture mode and a transcript retention period, write one note template per meeting type, fix your consent wording and record each client's consent state, connect the CRM with a review before every sync, then mark the first ten meetings. Jump's Meet plan costs $100 per adviser per month, or $300 for three.

Check which controls your plan includes before you build the process around them. Jump's pricing page lists custom disclosures, custom attestations, a compliance dashboard and single sign-on under Enterprise, not under Meet. The review step is different: Jump's product pages say nothing syncs or sends until the adviser has approved it, so that control is there from the start, and a small firm can add its own written attestation on top.

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What the three-adviser set-up costs and includes

Jump's pricing page lists Meet at $100 per adviser per month, with an AI notetaker, unlimited meetings, pre-meeting preparation, follow-up tasks and emails, sync to a CRM or financial planning tools, and meeting scheduling. Onboard and Grow are add-ons at $50 per adviser per month each, and the page says annual payment saves up to 20%. For three advisers Meet costs $300 a month, $3,600 a year at the monthly rate, or $2,880 if the full 20% applies. The page also lists 40-plus integrations, client profiles, an AI Associate, automations, an email assistant, tasks and MCP as part of all plans. Nothing in this set-up needs the add-ons.

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Jump says it offers a free trial. Use it for steps one to three, and read the pricing page's trial answer before you start the ten-meeting check, because that check needs a couple of weeks of real meetings. If you are still choosing between tools, Jump against Zocks for your compliance set-up sets out the differences.

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Step one: capture mode and how long to keep the transcript

Everything else follows from what you keep. Jump's compliance page describes the choices as no recording capture, transcript only, or full audio and video, and says the firm sets them. The table adds what each means for a small firm.

Retention is a separate setting. Jump says transcript retention is controlled by the firm's storage policy, from purging as soon as the summary is made to keeping it for years. It also says it can archive selected outputs to Global Relay, Smarsh or Proofpoint. Jump's own page adds that if you treat a recording or transcript as a record, retention and supervision duties follow, and that you should confirm the position with counsel. I agree with that: ask your compliance adviser before you pick a mode.

A sensible starting point to put to your adviser: keep no audio, keep transcripts for 30 days so that any error found in the ten-meeting check can be traced, and treat the checked note as the record after that. That is a proposal to discuss, not a statement of what any rule requires. For the wider picture of what a compliant meeting record holds, see AI note takers for financial advisers.

Step two: three note templates, one per meeting type

Jump says you can switch between templates in a tap or build your own from scratch, that account owners can set a standard note structure for the whole team, and that follow-up emails and tasks can be set by meeting type. So write three templates and keep them short: an annual review, a first meeting and a quick call. Each starts with the same instruction block, because the biggest risk in an AI note is a hedge that turns into a decision.

Instructions (paste into every template):
Write what the client said as "Client said". Treat anything hedged ("might", "probably",
"we'll see", "I'll think about it") as Discussed, not decided. Never record advice as given
unless the adviser said it aloud. Give the source of every figure (statement, plan, client
estimate). If a name, number or date is unclear, write [check] instead of guessing.

Template AR: Annual review
1. Changes since the last review (family, work, health, income, spending), dated
2. Goals: confirmed, changed, new (one line each)
3. Concerns the client raised, in their words where possible
4. Figures discussed, with the source of each
5. Decisions made (the client agreed in clear words)
6. Discussed, not decided (client wants time, or a partner's view)
7. Adviser actions: owner and due date
8. Client actions: due date
9. Anything suggesting vulnerability or a change in attitude to risk
10. Check before filing: names, numbers, dates, consent state

Template FM: First meeting
1. How they found the firm and what prompted the call
2. Situation and goals as the client described them
3. What the adviser explained about the service and fees, as said
4. Documents the client agreed to send
5. Next step, owner and date

Template QC: Quick call
1. Reason for the call
2. Outcome
3. Actions: owner and due date
4. Does the client need a recap email? yes or no

Here is what a first draft from an annual review might look like, with the fault an adviser should be hunting for. The output is illustrative.

Changes: Retired from part-time work in August; partner still works four days a week.
Goals: Confirmed: stop work fully at 63. New: help with a grandchild's deposit within three years.
Decisions made: Increase monthly contribution by $500 from January.
Discussed, not decided: Moving the cash reserve; client wants to talk to partner first.
Adviser actions: Send projection (adviser 2, due Friday).

The "decision" about $500 came from the client saying "we might do $500 more". It belongs under Discussed, not decided. If a note moves a hedge into the decision section, the client record is wrong and the next review starts from the wrong place. Fix the note, then add the client's actual words to the template's instruction block as an example, so the model sees what a hedge sounds like. For a fuller view of review preparation, how advisers use AI to prepare for annual client reviews pairs with this template.

Step three: consent wording and four consent states

Jump says a firm can configure passive or explicit consent by meeting type. As I read it, passive means the client is told and carries on, and explicit means the client says yes. Jump itself recommends explicit consent every time, because requirements vary, and suggests this wording: "I'm going to use my note-taking technology so I can focus on you instead of typing. Is that okay?" Below is that idea extended for the three places consent needs to appear.

Spoken, at the start of every meeting:
"Before we start: I use an AI note-taking tool so I can focus on you rather than on typing.
It [records the meeting / listens to the meeting] to produce my notes, and I check every note
before it is filed. Is that okay with you? You can say no at any point and I'll take notes by hand."

In the booking confirmation:
"We use an AI note-taking tool during meetings so your adviser can concentrate on you. Your adviser
checks the notes before they are filed. If you would rather we did not use it, tell us before the
meeting or at its start."

In the engagement letter (draft for your own adviser to review):
"We use an AI service to help produce our records of meetings. [Capture mode and retention in one
sentence.] Your adviser reviews each record before it is filed. You may withdraw your agreement
at any time by telling us."

Whatever Jump's settings say, keep a single record of what each client agreed in your CRM. A dropdown called Notetaker consent with four values does the job, and each value drives a rule.

Consent belongs to the people in the meeting, not to the household. A joint client's partner, a carer or relative who joins by phone, an accountant on the line: each is asked, and the state is recorded for that meeting. If one person declines, it is a Declined meeting for everyone. Where a client may struggle with the question because of hearing, memory or language, say the opening slowly, offer the written wording in advance, and if in doubt do not capture. That is practice I would suggest, not a rule from Jump or from any regulator, so take the question of third parties on calls to your compliance adviser.

The rule that holds the table together is no state, no capture. It adds ten seconds at the start of every meeting, and it means a failure to ask shows up in your own records, not in a client's complaint. Whether the client's agreement is enough where you operate is a question for your compliance adviser or counsel; whether AI meeting note-takers are safe for client calls covers the wider risks.

Step four: the CRM connection and the review before every sync

Jump lists 40-plus integrations, including Salesforce, Redtail, Wealthbox, Advyzon and AdvisorEngine, and says each meeting's notes, tasks and record updates can be reviewed, edited and then synced in one go. Its automation builder lets you say, per meeting type, which note template to use, where tasks go and which records to update. Connect the CRM, then do four things.

1. Map the fields once. Add the Notetaker consent dropdown to the mapping, plus meeting type, so every filed note shows both.
2. Attach a template to each meeting type. Annual review gets AR, first meeting gets FM and quick call gets QC, with the recap email set per type as Jump allows.
3. Assign tasks to colleagues without a seat. Jump says tasks can go to CRM-only users, so the administrator who has no Jump seat still receives the action items.
4. Add your own attestation. Jump's sync page describes custom attestations, where advisers confirm they have reviewed an output before it syncs and each confirmation is logged, and its pricing page lists custom attestations under Enterprise. On Meet, put the same thing in your process: the first line of every filed note reads "Reviewed by [initials], [date], checks 1 to 10 done", and an unreviewed note is not synced.

The ten checks are the same for every adviser, so a colleague can audit any note quickly.

1. Names and relationships are right, including spelling.
2. Every number and date matches what was said or the document it came from.
3. Nothing hedged sits under Decisions made.
4. Nothing the client said is attributed to the adviser, or the reverse.
5. No advice appears as given unless the adviser said it.
6. Every action has an owner and a due date.
7. Anything sensitive sits in the right field and nowhere else.
8. The consent state was set before capture.
9. The recap email says nothing the meeting did not support.
10. The note reads as the adviser would have written it.

The mechanics of what flows to which CRM object are covered in Jump AI with Wealthbox: syncing notes, tasks and contacts, and the firm-wide controls around it are in an AI governance checklist for small financial advice firms. Jump describes the sync review on its post-meeting sync page.

Step five: marking the first ten meetings

Before anyone relies on the notes, mark the first ten across all three advisers. For each meeting, record decision errors (a hedge or a wrong decision), fact errors (names, numbers, dates), missed actions, and the minutes spent on review. Here is an illustrative result after ten meetings.

The pass rule is on the last five meetings, because early errors are what the templates are for. The firm relies on Jump when those five show no decision errors, an average of 1.5 fact errors a meeting or fewer, and an average review time of 10 minutes or fewer. Here the last five show 0 decision errors, an average of 1.2 fact errors and 7.8 minutes, so the firm passes. Any decision error that reaches a client is an automatic pause, and the count starts again. If the firm had failed, the next step would be five more meetings, not a longer argument.

Each kind of error points to a different fix.

The spoken recap in the fourth row helps both ways. It gives the client a chance to correct you, and it gives the notetaker the clearest few seconds of the meeting.

Two failures the table does not catch

The first is that nothing was captured. In an in-person meeting the adviser forgets to start the web recorder or the mobile app, and the first sign is an empty note afterwards. Add recorder running to the pre-meeting routine, glance at the live indicator in the first minute, and keep a fallback: five lines written by hand straight after the meeting.

The second is that a note syncs to the wrong client. Jump says it matches contacts and pre-selects the right records, which is helpful until two clients share a name or a household. Add the record name and date of birth on the sync screen to the review. One sensitive note filed on the wrong client costs far more than a hundred typos.

One annual review, start to finish

Here is how the pieces fit together in a single meeting, with illustrative times.

1. Two days before. The calendar entry is tagged Annual review, and the CRM shows Notetaker consent as Explicit, written. The adviser reads the pre-meeting brief Jump prepared and corrects one wrong date in it.
2. 10:00. The meeting opens with the spoken consent line. The client says yes, the adviser starts the capture, and checks the live indicator after a minute.
3. 10:52. The adviser closes with the spoken recap: "So I will send the projection by Friday, and you will check the pension statement with your partner by the 20th."
4. 11:00. Jump drafts the note, three tasks and a recap email. Jump says notes are ready within a minute of the meeting ending.
5. 11:05 to 11:14. The adviser works through the ten checks. The $500 hedge moves to Discussed, not decided, one date is corrected, and the three tasks get owners. The first line becomes "Reviewed by [initials], [date], checks 1 to 10 done".
6. 11:15. Before clicking sync, the adviser confirms the record name and date of birth on the screen.
7. 11:20. The adviser sends the recap email personally, after reading it once more against the note.

Nine minutes of review in that timeline sits with the later annual reviews in the ten-meeting table, which took 8 to 9 minutes once the templates had settled. The adviser's hand-written note would have taken about 22 minutes, which is where the saving in the sum below comes from.

The sum that decides whether to keep paying

At $100 per adviser a month, an adviser whose time costs the firm $90 an hour needs to save 67 minutes a month to break even. With 30 meetings a month, that is 2.2 minutes per meeting. Time the work by hand before Jump arrives, because your own minutes beat anyone's claims. Take an illustrative adviser with 12 annual reviews, 6 first meetings and 12 quick calls a month.

That is 4.9 hours, worth $441 a month at $90 an hour, so an adviser nets $341 a month after the $100 seat. For three advisers it is about $1,023 a month against $300. The review column matters: the saving is the writing time, not the checking time, and the review minutes come from your own ten-meeting table. If your advisers' hand-written notes already take five minutes, the sum fails, and you should stop.

Questions to put to Jump before you sign

1. Which of the controls on your compliance page are included in Meet for a three-adviser firm, and which need Enterprise?
2. Can capture, retention and consent be set by meeting type on Meet, or only firm-wide?
3. Are the archiving connectors to Global Relay, Smarsh or Proofpoint included, and at what price?
4. What exactly does the free trial cover, and for how long?
5. Where is our data stored and processed, and can we choose?
6. What happens to our notes, transcripts and templates if we leave, and in what format do we get them back?

Get the answers in writing and keep them with your compliance records. If you would rather build the templates, consent wording and review step with someone, that is what my AI implementation consultation covers.

Questions before the first meeting

What if a client says no to the notetaker?

Switch it off for that meeting and take notes by hand. Record the state Declined on the client's CRM record, so nobody starts the notetaker next time without asking again. Do not reopen the question mid-meeting to be helpful: ask at the start, record the answer, and ask again next time. A client can decline without any change to the service.

Does Jump cope with phone calls and in-person meetings?

Jump's notetaker page says it covers Zoom, Teams, Google Meet, Webex, phone calls and in-person meetings, using a web recorder, uploaded audio or its mobile apps. Test every channel your advisers really use during the trial, because the quality of a phone line or a room full of cross-talk is something only your own meetings will show.

Can Jump send a client email without an adviser checking it?

Jump's pages say the adviser reviews and approves outputs before anything syncs or sends, and describe the product as human-in-the-loop. That is the vendor's description, so test it during the trial. Whatever the setting, make your own rule that no recap email leaves without a named adviser's check.

Further reads

• Best AI App for Wealth Management: Jump, Zocks and Wealthbox — See where Jump sits against Zocks and Wealthbox's own tool.
• Wealthbox AI Notetaker Cost: Is It Cheaper Than Jump or Zocks? — Compare the cost of a built-in notetaker with a standalone one.
• Zocks Pricing for Financial Advisers: What to Ask Before You Sign — Questions to put to the main alternative before you sign.
• AI CRM for Financial Advisers: What Is Built In and What Is Bolted On — Decide what your CRM does itself and what needs an add-on.
• How Much Does an AI Note-Taker Cost per Seat? — Check seat costs across AI note-takers in general.
• AI Agents for Financial Advisers: What They Can Do Without Advising — Where AI help stops short of giving advice.
• AI Receptionist for Financial Advisers: Cost, Scripts and Limits — Cost from published plans, a never-say rule sheet with replacement wording, and identity-check and escalation rules for an advice firm's phone.
• Best AI for Investment Management Firms: What to Pay For and Skip — A spend ladder for advisers: what to buy first, which note-taker and tax tools justify their price, and which AI purchases a small firm can skip.
• Claude vs ChatGPT for Financial Advisers: Meeting Prep and Records — A synthetic client file run through Claude and ChatGPT for meeting prep, follow-ups and file notes, plus what each business plan keeps and logs.
• HubSpot for Financial Advisers: Pipeline and Where Breeze Stops — Prospect and annual-review pipelines in HubSpot, what email logging does and does not keep, and where Breeze AI needs limits in an advice firm.
• AI for Wealth Management Firms: A 90-Day Rollout Plan for Small Firms — A week-by-week 90-day plan for a small wealth firm: policy first, a meeting-notes pilot, vendor checks, training, and measured hours and errors.
• AI Automation for Financial Advisers: Onboarding Without Re-Keying — An entry-point map for adviser onboarding: form to CRM to planning software, consent boxes, an AI file note for review and ten error checks.
• AI Lead Generation for Financial Advisers Without Cold Outreach — Referral thank-yous, seminar follow-ups and newsletter segments drafted with AI, plus a channel-by-channel compliance checklist and one quarter's numbers.
• AI Software for Wealth Management: A Small Firm's Evaluation Checklist — A three-pass checklist for small wealth firms: knockout questions, tests on your own meetings and reports, and the full cost including archiving.
• Ongoing Advice Review Evidence File: A Checklist for UK Adviser Firms — A grouped checklist for proving ongoing reviews happened: meeting record, review pack and delivery log, with a filled-in sample file.
• Wealthbox AI Agent: What It Automates and What to Review — What Wealthbox's Assistant, Agents, Notetaker and AI for Reports do, and the adviser review step each output still needs.
• AI Tools and AI Development: The Complete 2026 Guide — the AI hub, including every tutorial in the AI-for-business series.

Sources: Jump's pricing, compliance, notetaker, follow-up and post-meeting sync pages and its llms.txt summary (fetched November 2026). Jump's statements are the vendor's own descriptions.