With Bridge, you will never again have to handwrite anything during your client meeting in order to digitise it afterwards. Whether during the online video consultation or the personal on-site appointment, Bridge automatically takes over the documentation of your customer conversation for you.

Your advantages of automatic consultation documentation

This is how the consultation documentation works

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The automatic consultation documentation ensures that everything that was shown or processed in the online counselling is saved chronologically in a PDF. The documentation is automatically assigned to the respective client after the counselling and saved in the integrated, digital client file. Also, with Bridge, give your client the option to download the consultation documentation. This ensures more transparency and trust in the advisor-client relationship.

Details on consultation documentation in Bridge