Client conversations, kept in-house.
Zolash is a local-first AI notetaker for financial advisors: it records, transcribes, and summarises client meetings entirely on your device, with no bot on the call. Sensitive client conversations never leave your machine and never reach a third party — so you get dependable records and follow-through without sending client detail to a vendor’s cloud.
Available for macOS, Windows, and Linux. Nothing uploaded.
The stakes
Client financial detail shouldn’t become a vendor’s cloud data.
Client meetings cover money, plans, and personal circumstances — information people trust you to hold closely. Most AI notetakers send your recording, transcript, and summary to their servers to process, quietly moving confidential client detail off your control. That exposure is exactly what these relationships can’t afford.
- Client financial conversations are sensitive and shouldn’t sit on a vendor’s servers
- A bot joining the call undercuts the trust these relationships run on
- You need dependable records and follow-through without the exposure
A record you can act on
Every client conversation, captured and summarised.
Zolash turns each client meeting into a structured summary — what was discussed, what was decided, and what happens next — backed by a full transcript. It records from your own computer with no bot on the call, and everything is generated on your device.
Follow-through, on your terms
Push action items where you work — only when you choose.
Send a summary or next steps into your own workflow when you decide to — nothing is pushed automatically, and the rest of the conversation stays on your machine. You get the follow-through of a modern tool without routing sensitive client detail through a third party by default.
Confidential by architecture
It stays in-house because it never leaves your device.
Zolash keeps meeting content on your machine and never transmits it to us or a third party. There’s no cloud copy of a client conversation to be breached or repurposed, and nothing is used to train a model. We state plainly what we guarantee — data stays local, nothing is uploaded, we never receive it — and leave you to map it to your own compliance and confidentiality requirements.
A day with Zolash
From client review to filed notes, without the exposure.
You run a portfolio review over a call from your laptop. Zolash records locally, no bot present. Afterwards you have a summary of what the client wants, the decisions made, and the follow-ups — plus a full transcript. When you’re ready, you push the action items into your workflow; everything else stays on your machine as a record you control.
The features that matter here
Built on what you need most.
Questions, answered.
Are client conversations uploaded to your servers?
No. Recording, transcription, and summaries all run on your device. Client conversations are never uploaded to us or a third party — there is no cloud copy of a meeting.
What if I want to send notes to another tool?
You can, and only when you trigger it. Each export sends just the note you choose to the destination you pick; nothing leaves in the background, and the rest of the meeting stays on your device.
Does a bot appear on the call?
No. Zolash captures your computer’s audio, so nothing joins the meeting or shows in the participant list. We recommend informing participants that the call is being recorded and following the rules that apply to you.
Is Zolash appropriate for confidential client work?
We make architectural guarantees rather than certifications: because meeting content never leaves your device and never reaches us, there’s no vendor copy to expose. Many advisors with strict confidentiality needs use that as the basis for their own assessment against the obligations that apply to them.
Keep client conversations in-house — and on your device.
Start your free trial. The on-device model is built in — nothing to configure, and no meeting content ever leaves your machine.
Available for macOS, Windows, and Linux. Nothing uploaded.