FediPilotPractice operations from chat
Client notes from chat
Create, read, update and delete client notes in FEDIX from the chat.
The problem it solves
Filing a note after a call means opening the client record.
How it works
- Ask FediPilot to file a note.
- It creates it on the client record.
- Edit or remove it later if needed.
What your practice gets
- Notes filed immediately.
- On the client record.
- No app switching.
Questions accountants ask
Does it ask before creating a note?
No. Notes are reversible, so they are created without a card.
Can it read past notes?
Yes.
Can I edit notes?
Yes.
Related features
Features that work alongside client notes from chat.
Create and update clients from chat
Create a client, update contact details or reassign a client to a staff member from the chat.
Tasks from chat
Create, update, assign, complete and delete tasks, set up recurring tasks and list your tasks.
Email clients with the right attachments
Draft client emails with attachments from the client's folder and send them after one approval.
See the real email before it goes
A review panel shows the exact email as it will be sent, with editable recipients, subject and body, and approves that exact version.
Team and shared mailbox email
Send team emails and reply from shared mailboxes from the chat.
Text clients from chat
Look up a client's mobile and send them an SMS after you approve it.
See it working in your practice.
Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.