> ## Documentation Index
> Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Welcome to Continuum

> Turn your client interactions into clear, actionable insights so you always know what happened and what to do next

Continuum is your **AI-powered client interaction hub** — built specifically for **financial advisors** and **professionals across financial services and regulated industries**.

It helps you capture meetings, summarize conversations, and automate follow-ups securely — all while meeting the compliance and data-residency standards required in wealth management, insurance, and advisory practices.

Unlike traditional AI note-takers that join your meetings as third-party “bots,” Continuum runs **directly on your device** — no bots, no links to share, and no extra participants visible to clients.

You simply **press Capture** to start transcribing a meeting, and Continuum handles the rest.

This approach gives you:

* **Full control** — transcribe any client interaction (Teams, Zoom, RingCentral, Dialpad, or in-person) with one click. Start and stop the transcription anytime for off-the-record moments.
* **True privacy** — nothing joins your meetings or listens in from the cloud.
* **Purpose-built compliance** — designed for the workflows, PII protection, and retention policies of regulated firms.
* **Enterprise-grade security** — with both US & Canada data residency options, SOC 2 Type II certification, encryption in-transit, at rest, and at the application layer.

Continuum isn’t just a note-taker — it’s the foundation for how modern advisors document client conversations, stay compliant, and deliver a more personal client experience at scale.

### On Windows and Mac Laptops

You can use the Continuum desktop app to securely capture and summarize:

* **Meetings** on any platform with no integrations required — Zoom, Microsoft Teams, Google Meet, Ring Central, Zoom Phone, Dialpad or any other calling or conferencing software you use
* **In-person meetings** using your computer’s microphone
* **Voice memos** or quick personal notes to yourself recorded directly on your device
* **Any audio** playing on your computer, such as a podcast, webinar, YouTube video, or client call recording

Continuum runs locally on your device, ensuring full privacy and compliance while transcribing and summarizing **any audio format you interact with clients or colleagues through**.

### On Mobile (iOS & Android)

The Continuum mobile app is designed for **advisors on the go** — perfect for capturing in-person meetings or recording voice memos right after a meeting or when you’re away from your desk.

You can use the mobile app to transcribe and summarize **microphone audio**, such as:

* **In-person client meetings or reviews**
* **Quick voice notes** after a meeting — to capture more detailed next steps, to-dos, or compliance notes while details are still fresh
* **Follow-up reflections** to revisit later or share with your team

You can also use the mobile app to **review summaries**, **check key takeaways**, and **ask Continuum AI questions** about your past meetings anytime, anywhere.

<Info>
  Download Continuum in the [**App Store (iOS)**](https://apps.apple.com/us/app/continuum-ai/id6749549104) or [**Google Play (Android)**](https://play.google.com/store/apps/details?id=com.oncontinuum.app\&pli=1)
</Info>

## What you’ll find in these docs

<Columns cols={2}>
  <Card icon="rocket-launch" href="/getting-started/setup" title="Set up & Get started">
    We’ll help you get started, connect your calendar, and capture your first meeting.
  </Card>

  <Card icon="calendar" href="/overview/meetings" title="Record your first meeting">
    We’ll help you get started, connect your calendar, and capture your first meeting.
  </Card>
</Columns>

<Columns cols={2}>
  <Card icon="sparkles" href="/overview/continuum-AI" title="Learn about Continuum AI">
    See how it helps you prepare, capture, and follow up on every conversation.
  </Card>

  <Card icon="chart-line-up" href="/meetings/after-meet" title="Make the most of your meetings">
    Generate summaries, create tasks, share with your team, and sync to your CRM.
  </Card>
</Columns>