Consent simulator
Play a meeting step by step. See what the client sees, what the advisor sees, and what Nevis decides, and why.
Solution
Firm preset
Scenario
Everyone agrees
John joins on the desktop app, Mary on her iPad in a browser. Both say yes.
ALAlex LeeAdvisor, hosts the meeting · Zoom desktop appJSJohn SmithClient · Zoom desktop appMSMary SmithClient's spouse · Zoom in a browser
Before
During
After
Step 1 of 5
Day before · Before
Invitation asks Yes or No
John taps Yes in the invitation. Mary doesn't answer.
D4Clear notice everywhereD2Active yes; notice for corner cases
Why: People can answer before the call, so nobody waits in it.
ClientSeen by John Smith · Zoom desktop app
↳ John tapped Yes
From: Alex Lee, Oakridge Wealth
Annual review with Alex Lee
Alex uses Nevis to take notes and draft follow-ups, so they can focus on you. Nevis keeps a transcript, never audio.
Is that OK with you? You can answer now or in the call.
Remember my choice for future meetings with Oakridge Wealth
If you choose Remember, you'll still see a notice in every future call. You can change your answer any time.