Session notes that
write themselves.
bridge documents your consultation automatically — structured, GDPR-compliant, and ready to send. No more hours of manual follow-up work.
Documentation that takes care of itself.
While you advise, bridge automatically captures all relevant information — structured, complete, and ready to send.
Created automatically
The protocol is generated during the session — no extra effort on your part. You confirm, your client signs.
Securely archived
All session notes are securely stored on German servers and accessible at any time.
Ready to send
After the session, the finished protocol is immediately available — signed, archived, and ready to email to your client.
Fully structured
Standardised templates align with industry requirements — customisable for your firm or advisory network.
Three steps to a finished protocol.
Run the consultation
Advise your client as usual — by video or in person. bridge captures the relevant content in the background through structured fields you fill in during the conversation.
Review & sign
Immediately after the session you receive the finished protocol for review. Your client can digitally sign it right then and there — no printing, no sending back and forth.
Archive & deliver
The signed protocol is automatically archived securely and is immediately available to send by email. All documents can be retrieved at any time.
Everything practice demands.
bridge handles the tedious typing: capture session content automatically, structure it clearly, send it straight away — with zero extra effort.
- Structured templates for financial & insurance advice
- Automatic population from the advisory conversation
- Integrated digital signature directly in the protocol
- PDF export with your firm's branding
- Secure archiving on German servers
- Direct email delivery to clients
- Works hand-in-hand with DIN Financial Analysis (DIN 77230)
- Accessible at any time from client management
Part of a complete advisory platform.
Session documentation is not a standalone tool — it is embedded directly into the bridge workflow: from appointment booking through video consultation to digital signature.
Everything from one platform.
Documentation that writes itself.
7 days free — no credit card, no automatic renewal.