Use Ask Marloo
Ask Marloo is an AI assistant built into the platform. You can ask it questions about your clients, meetings, and documents — and it responds with answers drawn from the data in Marloo.
Use it to:
Find specific details across meetings ("What insurance did John mention in our last meeting?")
Draft emails or follow-up notes
Get a quick summary of a client's recent activity
Search with voice input
Ask Marloo is available at the meeting level, client level, and document level — it adapts based on where you use it.
See What is Ask Marloo? for the full guide.
Build Your Client Profiles
Client View gives you a centralised profile for each client — pulling together their meetings, transcripts, summaries, notes, uploads, and emails in one place.
To start building a client profile:
Tag clients to meetings — open a meeting and use the + Add client panel to link it. This is especially important for mobile recordings, which don't auto-link.
Upload context — go to a client's profile and add fact-finds, Morningstar reports, previous advice documents, or any reference material under the Uploads tab.
Add notes — use the Notes tab for anything not captured elsewhere. You can type, paste tables, or record a voice note.
The more context a client profile has, the better Marloo performs when generating documents or answering questions about that client.
See Understanding Client View for the full guide.
Try Document Generation
Document generation lets you create statements of advice, records of advice, suitability reports, and annual reviews from within Marloo. You provide three things:
A template — your firm's document structure (upload your SOA template, or use a default).
Client context — meetings, uploads, notes, and emails from the client's profile.
Instructions — a brief describing what to recommend and where to find key information.
Marloo synthesises everything and produces a first draft you can edit, refine, and export as Word or PDF.
Go to a client's profile, click the Documents tab, and click + New document to try it.
Free trial: New accounts include a free trial of document generation. The trial starts when you generate your first document.
See Document Generation — Quickstart for the full walkthrough.
Customise Your Meeting Templates
Marloo generates meeting summaries using templates. The defaults are a good starting point, but customising them to match your firm's format makes the output far more useful.
You can:
Edit an existing template — adjust sections, headings, and what Marloo extracts from each meeting.
Create a new template — start from scratch, copy an existing one, or upload a Word document.
Use different templates for different meeting types — a fact-find template, a review template, a general meeting template.
Go to Templates > Meetings in the left sidebar to get started.
See Introduction to Templates and Using the Template Editor for full details.
Set Up Your Firm
A few firm-wide settings make Marloo work better across your team:
Company context — upload your firm's standard wordings, fee schedules, and compliance language. Marloo uses these when generating documents. Go to Settings > Company Settings > Context. See Company Context and Global Instructions.
Document styling — set your fonts, colours, cover page, and header/footer so exports match your firm's branding. Go to Settings > Company Settings > Customise document styles. See Customise Your Document Styling.
Firm branding — customise the name and logo of the Marloo meeting bot that appears in your client meetings. See Firm Branding.
Invite your team — add advisers, support staff, and admins. Go to Settings > Team. See Invite and Manage Team Members.
Get the Mobile App
The Marloo mobile app lets you record in-person meetings and phone calls from your iOS or Android device. Recordings sync to the web app where you can generate summaries and tag clients.
Download the app from the App Store or Google Play and sign in with your Marloo credentials.
See Downloading and Setting Up the Mobile App for setup tips and best practices.
Related Articles
Getting Started with Marloo — Overview of what Marloo can do
Setting Up Your Account — Account creation and calendar connection
Your First Meeting and Summary — Record a meeting and generate your first summary
Introduction to Templates — Meeting, document, and task templates explained
Document Generation — Quickstart — Create advice documents step by step
Understanding Client View — How client profiles work
What is Ask Marloo? — AI-powered insights across your client data
Frequently Asked Questions — Common questions about Marloo