Bishop is the AI layer your practice is missing. It plugs into your CRM, calendar, and email — then records meetings, writes the notes, creates the tasks, sends the follow-ups, and preps you for tomorrow. Your tools do the storing. Bishop does the thinking.
In-person, phone, Zoom, Teams. One tap from your browser or phone. No app install needed.
Structured notes with key points, financial data, and personal details extracted automatically.
Tasks pulled from every meeting, assigned, tracked, and flagged when overdue. Nothing falls through.
Before every meeting, get an AI intelligence brief pulling from all past interactions.
AI drafts a professional follow-up after every meeting. Review, edit, send. Done.
Start every day knowing your schedule, due tasks, client birthdays, and priorities.
Not dumb alerts. Bishop says "Client meeting in 1 hour. Their trust needs updating. Here's the prep. Birthday next week — mention it."
Bishop reads incoming email, flags urgent items, drafts responses, detects when prospects go cold.
Track every prospect from first contact to signed client. See where they fall off. Fix the leaks.
Automated email sequences for new leads, onboarding, annual reviews, and re-engagement.
Birthday cards, anniversary notes, annual review scheduling, onboarding steps — all automatic.
Tracks required contacts, missing documents, overdue reviews, regulatory deadlines. Alerts before problems.
Bishop doesn't replace your CRM, calendar, or email — it connects them and does the work between them. Notes flow to your CRM. Calendar triggers prep sheets. Follow-ups send themselves. No copy-paste. No swivel chair. One connected practice.
Meeting notes, tasks, and client updates push directly into your CRM. No data entry.
Portfolio data, account values, and position alerts. Bishop knows what your clients hold.
See your day, get smart reminders, and never miss a follow-up across every account.
Pull plan data into prep sheets. Bishop knows the numbers before you walk in the room.
Record from any source. Transcribe. Summarize. Follow up. All automatic.
Track required contacts, missing documents, and regulatory deadlines automatically.
Gold badges = live now. More integrations shipping monthly. Don't see yours? Tell us what you need.
Audio is transcribed and deleted. AI processing uses zero-retention APIs. All data is encrypted and scoped to YOUR firm. No advisor can see another firm's data. Built for FINRA and SEC compliance from day one.
Phone. Laptop. Office. Anywhere. Prep for a client meeting from the airport. Review notes between rounds of golf. Get your morning briefing from the beach. Your practice runs from wherever you are — because Bishop never takes a day off.
The average advisor spends 12 hours/week on meeting notes, follow-ups, and data entry. That's $62,400/year in lost productivity. Bishop gives it back for less than your coffee habit.
That's $16/day. Two coffees.
$33/day. Less than a client lunch.
Less than half a day's assistant salary. Works 24/7.
14-day free trial. No credit card required. See what Bishop does for your practice in the first meeting.
Prefer to talk first? Fill out the form below and we'll reach out within 48 hours.
We'll reach out within 48 hours to set up your Bishop account. In the meantime, check your email for next steps.