Changelog

Choosing a CRM during setup now opens its connection right there: the steps for finding your key and a box to paste it into, or a button to sign in for CRMs like HubSpot and Salesforce, while setup waits and carries on by itself. Setup also shows each CRM's logo, and the real Zoom, Teams, Meet, Webex and calendar logos on the earlier steps.

Star the clients and leads that matter and give anyone tags of your own, then filter Clients and Leads by either. Each contact has a company field now, shown under their name. On Leads, Edit stages lets you name your pipeline the way you work, like Client, Pending or Not interested; renaming a stage moves everyone in it. A summary now says when it was sent and to whom, and only says Resend once it has actually gone; summaries are never sent without you pressing Send. Text across the app is darker and the headings larger, so everything is easier to read. Setup steps fade in as you go, and Coach Edition offers HubSpot rather than sales pipeline tools.

If you use both Synopsist and Coach Edition, the mailbox you connected in one now works in both. An email with a client is filed in whichever has that client and moves their threads or topics, and what you send from either goes from your own mailbox. Coach Edition has Follow-ups again: reminders of your own promises, and drafted nudges for overdue topics with clients who don't have homework in their portal. Homework in the portal stays with the portal, so nobody is reminded of something they've already ticked off.

When Synopsist prepares a plan from a session, it now knows the homework your client still has open and the goals they're working toward. If your client says they've done something, it's ready to tick off, with their words beside it, and a new figure for a goal updates the goal they already have instead of adding a second one. Nothing changes until you send. Add your Calendly, Cal.com, Acuity or Google booking page on the Client portal page and your clients get a Book your next session button in their portal and in every plan. And if a client can't get in, Send sign-in link emails them a link that signs them in. You never see it, so nobody can sign in as your client.

Coach Edition now has its own plans: Starter at $25 a month, for coaches who record or upload their sessions, and Pro at $50 a month, where Synopsist joins your sessions on its own and briefs you before each one. Both include session notes, a plan for your client from every session, and a portal for every client with no limit on clients. Every page in Coach Edition now speaks a coach's language: sessions and session notes, your business, next steps. Clients who lose their coach's address can find their portal at coach.synopsist.ai/client, which emails them a link that signs them in, and each portal can be added to a phone's home screen with the coach's name and colour.

Coach Edition is Synopsist for coaches, at coach.synopsist.ai. It is completely separate from Synopsist: its own clients, sessions, calendar and CRM. If you already use Synopsist, you can add Coach Edition to your account and sign in to both with the same email and password, switching between them from the sidebar. After a session, Synopsist reads it for the homework your client agreed to, with the words that set it and the moment in the recording, and the money goals you named. You go through the plan, change anything, and send it. Your client gets an email and opens their own portal on their phone or computer, with your name and colour on it. There they tick off homework, add a note, send you statements and receipts, and update their numbers. A partner can have their own sign-in to the same portal. You see what they did on their page, on the new Client portal page, and in the brief before your next session. From the Client portal page you can also see who has signed in, invite people, and remove anyone's access.

Every call summary now shows the number you called, or that called you, with how long the call lasted and when, plus a button to copy the number. A call to someone who isn't in your clients yet is titled by their number instead of "Unidentified call", and you can name them right there; the client and their summaries take the new name. The Calling page now lists your recent calls with each number, who it was with and how it went, including voicemails and calls nobody answered. Calls placed through your CRM's dialer show the CRM rather than a number, because the number on those is the CRM's, not your client's. Transcripts also now catch your business's name and your own, which they used to mishear.

About an hour before a meeting on your calendar with somebody you have met through Synopsist, you now get an email with where things stand: what is still open and what is worth raising. When a client has not done something by the day they gave, Synopsist drafts a friendly reminder on the new Follow-ups page for you to read, change and send. Nothing goes to a client without you pressing Send. Your own promises appear there too once their day has passed. Each client's open items now show the day that was named and whether it is waiting on them or on you. On Advanced and Premium, and during the free trial; either can be turned off under Settings, Notifications.

Anyone can now create a Synopsist account from the sign-in page with their name, email and a password, or with Google or Microsoft. There is no request to wait on. Setup then walks through what you do, your business name and website (which put your name, logo and colours on your summaries), where you meet clients, your calendar and your CRM, and you can skip any of it. Your summary builds alongside as you answer. At the end, start a 30-day free trial or choose a plan, with the plan that fits your answers marked. Premium is now available to everyone.

When Synopsist tells the person you called that the call is being recorded, they can now press 2 to talk without being recorded. You are still connected either way. Recording only starts once they have heard the message and not pressed 2, so a no means nothing is recorded at all. Their answer is kept with the call, and a call they declined shows as not recorded on their page so you know to take your own notes.

New contacts from BoldTrail, HubSpot and Salesforce are now checked every half hour rather than every minute. Sierra Interactive, Follow Up Boss, Lofty and Pipedrive are unchanged: they tell Synopsist the moment a contact is created, so those arrive within seconds.

If a number on the figures page was misheard, correct it in Edit view, or remove a figure altogether. Who said it and the line it came from stay as they were, a corrected figure is marked as corrected, and the charts follow the correction. Word downloads now start Action Items on a new page and include the figures page and its charts when it is switched on.

Summaries now end with a page of every figure said in the conversation: balances, budgets, prices, ages and dates. Each one shows who said it, and pressing Line shows the exact words it came from. Where the numbers make one, a chart follows, such as an allocation today and proposed, or homes set against a budget. Nothing is calculated or projected, and a figure only appears if it can be found word for word in the conversation. Financial advisors see it as Numbers discussed and agents as Budget and figures. Switch it off under Display.

PDFs you download or send now start Action Items on a page of their own, matching how the summary shows on screen, and include the figures page when it is switched on.

Summaries now open as pages you turn with the arrows, the arrow keys or a swipe, instead of one long scroll. Each page fills before the next begins, Action Items start on a page of their own, and the Contents list beside the summary jumps straight to any section. Switch to Edit to change the text, exactly as before.

Refreshing a page could briefly show a tab that is switched off for you, such as Desktop app, before it disappeared, and the Admin link could pop in a moment late. Your sidebar is now drawn exactly as it should be from the first frame.

The pages for setting, resetting and choosing a password, and for accepting an invitation, had headings and buttons that all but disappeared on a dark screen, and two of them had the opposite problem in light mode. They now follow your theme like the rest of Synopsist. The request access form also asks what you do, so your account starts with the right summary sections.

New contacts now reach Synopsist within seconds from Pipedrive too, joining Sierra Interactive, Follow Up Boss and Lofty. BoldTrail, HubSpot and Salesforce, which can't notify us themselves, are now checked for new contacts every minute instead of every four hours. Either way, when you call a lead the moment they come in, Synopsist already knows who they are.

If you keep your contacts in step with Sierra Interactive, Follow Up Boss or Lofty, a new lead now shows up in Synopsist within seconds of being created, instead of at the next sync up to four hours later. So when you call a brand-new lead straight away, Synopsist already knows who they are. On a team account, only the leads assigned to you are added this way.

When a call or meeting only mentions someone's first name and there is no email or phone number to go on, Synopsist no longer guesses which client it was. It used to file it on a client with exactly that name, which could be a different person, and send it to your CRM there. Now it waits for you to choose who it was with. And if you move a summary that has already gone to your CRM, the move follows it there: the old note is marked as filed in error, and the summary goes to the right contact.

Personal trainers were shown Salesforce, HubSpot and Pipedrive on the CRM tab, which are built for sales teams rather than coaching. They now see TeleTrain and a box to tell us which coaching app they use. A CRM you have already connected always stays on the page, whatever your profession.

If you own a team that pays for its seats, your Billing page now says so and has a Manage team billing button that opens admin.synopsist.ai, instead of telling you the owner handles it.

Owners and admins can now run their own team at admin.synopsist.ai. Invite people by email as a member, admin or owner, and choose whether they get a paid seat; they get a link, and nothing changes for them until they accept. Someone new creates their account from the invitation, and someone who already uses Synopsist just signs in and joins. You can also change roles, give or take back seats, and remove people, noting who looks after their clients. Clients and summaries always stay with the person they belong to.

If you own an organization on Synopsist, you can now pay for everyone in it at once. Open Billing at admin.synopsist.ai, choose one plan for the team and how many seats you need, and pay through Stripe. Everyone with a seat is covered from that moment, and their Billing page says who pays for them. Adding a seat later charges only the rest of that month; giving one back credits your next bill. Anyone who was paying for Synopsist themselves has that subscription cancelled when they join a paying team, with the unused days refunded to their card.

admin.synopsist.ai now has a light and dark mode switch at the foot of its sidebar. Until you choose, it follows your computer's setting; once you do, it remembers.

If you own or administer an organization on Synopsist, there is now an Admin link in your sidebar. It opens admin.synopsist.ai, where you can see your organization and everyone in it. It is a separate sign-in from the app on purpose: it is the place where people can be added to and removed from a company, so getting there should be a deliberate step. Inviting people and managing seats from there is coming next.

There is a Leads page now. Clients are the people you have had a meeting or call with, or moved to the final stage of your pipeline; everyone else in your contacts — most of what a CRM import brings in — is a lead. Leads are listed with their stage, where they came from, when they were added and when you last emailed, and the pipeline sits across the top as filters with a count for each stage. Change a stage right in the list, or open a lead to move them along a stepper; the final stage (Closed, Client or Won, depending on your line of work) makes them a client, and so does the first meeting or call. Someone you add on the Clients page goes straight in as a client. Nothing about the people themselves changes, so choosing who a call or meeting was with still searches everyone, leads included.

Personal Trainer is now a profession you can pick in Settings. Sessions, consultations and check-ins are written up under headings that fit training — goals and progress, the training plan, nutrition and habits, health and injuries, schedule, and packages — and anything a client says about chest pain, dizziness or a doctor's restriction goes at the top of the summary, in their words, never reworded or diagnosed. The pipeline runs from first contact through consultation and trial session to client. TeleTrain, the training app for your clients, is listed on the Integrations page as coming soon.

If you are a contact in your own CRM, as a lot of agents are, every email in your inbox matched you as a client: notifications, e-signature receipts and newsletters were all filed on your own record, and a real email with a client carried your address as well as theirs, matched two records, and was set aside as ambiguous. Your own addresses are now never treated as a client, so the client on the other end is the one it files under. Separately, each email was being saved twice, because it arrives both the moment it lands and in the regular check that follows, and the two used different references for it. It is now recognised as the same message either way. Two smaller fixes alongside: the notetaker recognises a meeting by its meeting number rather than the exact wording of its link, so a meeting booked from your calendar is not sent a second notetaker when the same meeting turns up in an email; and a call or meeting where nobody was named is now titled "Unidentified call" or "Unidentified meeting" rather than a bracketed note from the AI.

Clicking a CRM's card in the first moment after the Integrations page opened, before it had checked which CRMs Synopsist connects, counted as asking us to build that CRM — even when it was the one you were connected to. You were then told "we'll let you know when Sierra Interactive is ready", about the CRM your summaries were already going into. A click now waits for that check, a request for the CRM you are connected to is ignored, and typing the full name of a CRM we already support points you at its card instead of filing a request. The examples under "Using something else?" also match your line of work now, rather than listing financial-advisor software to everyone.

Connecting a CRM by signing in to it — Salesforce, HubSpot, Lofty or CINC — left the previous CRM behind: its contacts stayed in your client list, and a client you had met could be labelled as synced from the new CRM when it came from the old one. Pasting a key had always done this properly; signing in now does the same. Contacts you never met are removed, anyone you have had a meeting with is kept as your own client with the old CRM link taken off, and the new CRM links up anybody it holds on its first sync. Separately, Lofty contacts were being imported without their Lofty ID, so they never showed as synced or appeared in the contact picker; they now do.

Stopping a browser recording asked for the write-up before the last part of the audio had finished uploading, so every recording shorter than ten minutes came back saying nothing was heard — with a perfectly good microphone. It now waits for every part to arrive first. Checked by running the recorder itself on recorded speech and getting the same sentences back in the summary.

A deleted client came off your client list but their open threads stayed on the dashboard, still counted as work, under a name that no longer opened anything. They now go with them, and come back if you restore the client. Synopsist will also no longer suggest a deleted client when it cannot work out who a call was with — their summaries are deliberately kept, which meant they were still in the running, and accepting that suggestion would file a permanent note in your CRM on somebody you had already finished with.

Two places still said the recording announcement could not be switched off. That was true of an earlier version, and stopped being true when it became a setting — leaving the Calling page telling you it was compulsory directly underneath the switch that turns it off, and the security policy claiming a guarantee the product does not make. Both now say what actually happens: Synopsist can announce it on calls you place from here, it is on by default, you can turn it off, and it cannot say anything at all on a call your CRM places because your CRM owns that connection. Telling people they are being recorded remains yours to do.

CINC has moved from early access to ready. It has now been run end to end against a real CINC site: connecting, reading your leads and agents, creating a lead that is not there yet, and filing a meeting record as a note. One fault only a live site could have shown up was found and fixed on the way — the lookup step used a search CINC does not support, which would have made every push fail before it wrote anything. Meetings file by email, so nothing has to be looked up first. Calls are the one thing CINC keeps to itself: its dialer runs on its own phone account and its API exposes no call records, so calls are made from your Synopsist number instead and written up the same way.

There is a Record page now. It captures your microphone, and the other side of a video call too if you share the tab it is playing in, then writes the meeting up the same way everything else is written up. Nothing to install, no administrator needed, and no password at the point of starting — it is the tab you are already signed into, which is the whole reason it exists. Long meetings are uploaded in ten-minute parts as they happen, so a two-hour meeting is never one large upload at the end and closing the tab does not lose what was already said. It does not replace the notetaker: that joins meetings on your calendar by itself. This is for the rest — a call on speakerphone, a meeting nobody scheduled, a conversation across a desk.

Open Synopsist in Chrome or Edge and there is now an install button in the address bar — the same way Outlook on the web installs. It opens in its own window with no tabs and no address bar, gets a Start menu or Dock icon, and stays signed in. There is nothing to download and no password to remember at install time; it is the site you are already signed into. Right-clicking the icon jumps straight to Clients, Summaries or Integrations. It deliberately does not work offline: Synopsist reaches your meetings, clients and CRM live, and a copy cached on your machine would only ever show you something out of date. If your connection drops you get a plain page saying so, and recording carries on without the window open.

Until now the notetaker only knew about meetings on your calendar. A lot of meetings do not start that way — somebody emails you a link and says join now, and there is no calendar event at all. Synopsist reads those links out of your inbox and sends the notetaker straight to them. It only does this where you have already set that platform to Notetaker, only for a message that arrived in the last half hour, never for bulk senders like no-reply or notifications addresses, and never twice for the same meeting.

Synopsist read only the first hundred events from a connected calendar, oldest first, with no date filter. If your CRM writes task reminders onto your calendar — and several do, by the hundred — those hundred events could all be weeks old, and your actual meetings were never seen. No notetaker had been dispatched for anyone in a fortnight, and nothing looked wrong: calendars showed connected and freshly synced. It now reads from today onward and follows every page.

Clients synced from a CRM were all told the same thing: that deleting the contact in your CRM would move them to your Archive here. That is only true for Sierra, which lets us ask for every lead except deleted ones so an absence really means a deletion. HubSpot, Salesforce and the others have their own archived and closed states, and we have not yet confirmed what an absence means in each — so their contacts are never removed here on their own, and the page now says so. On Sierra the Delete button is greyed out with an explanation, because the CRM is the right place to do it and deleting in only one of the two would leave them disagreeing. Everywhere else it stays available, since otherwise those clients could never be removed at all.

When a summary could not be filed, you were shown up to three suggested contacts and nothing else. Those suggestions come from matching a name — and a call placed through your CRM’s dialer carries no name at all, so on exactly the calls that need this most there was nothing to offer. There is now a search box on that list: type any part of a name, email address or phone number and pick from your whole client list. Each result still shows what is actually known about that contact, so two people with the same name can be told apart before you choose.

Your CRM does not dial from the lead’s number — it dials from its own line, the same one for every call it places. Synopsist learned to distrust that number by watching it turn up against several different clients, which works but takes days, and a brand new account spent those days unprotected. It is now recognised the first time your CRM names the lead for a call: the CRM only knows about calls it placed, so the number that call arrived on is the dialer, proven rather than inferred.

Sierra will not let a note be deleted or edited once it exists — not through the API, and not in the web app either. So a summary filed on the wrong contact leaves a note on their record permanently, reading as though the conversation had been with them. Moving it to the right person now also posts a short correction on the old contact, saying the record was filed there in error and where it has gone. It cannot remove anything, but whoever opens that file next will know. Separately, Synopsist now records the note ID Sierra hands back, so a filed summary can be traced to the note it created — that ID was being thrown away because it arrives nested inside the response rather than at the top of it.

When you call a lead from Sierra, Sierra does not dial from the lead’s number — it dials from its own bridge line, and the lead’s real number never appears in the call at all. Synopsist relies entirely on your CRM telling it who the call was with. If that message does not arrive, it used to fall back to matching the incoming number, which is the bridge — a number shared by every call your CRM makes. On one account that number had been saved onto a client record, so it matched, and a conversation was written up under the wrong name. Two changes: a number that has rung in for more than one of your clients is now never treated as identifying anybody, and it is never saved onto a client record in the first place. When the CRM does not say who called, Synopsist now asks you instead of guessing.

If your phone screens callers — “record your name and reason for calling” — that greeting is part of the recording, and Synopsist was reading it as the whole recording. A four-and-a-half minute conversation with a client, screened and then answered, was filed as a voicemail and never written up. Synopsist now looks at the shape of the call before the words in it: when both people talk repeatedly and at length, it is a conversation, whatever was said in the first few seconds. Checked against every call recording we hold — one was wrong, and no correctly identified voicemail changed.

Profession decides how every summary is framed, which sections it uses and which lead stages you get — and it was read-only, with a note telling you to email support. It is a dropdown in Settings now. Changing it updates your summary sections to match, unless you have edited them yourself, in which case yours are kept. New accounts also start on the right one: an invited real estate agent used to be created with the financial-advisor sections regardless, so their first summary came back asking about Retirement Planning and Estate Planning.

The CINC connection check only confirmed the token was real, not that it could reach your site — so a credential that would fail on every single push could still show as connected. It now reads from your site before calling it good. CINC is also labelled early access on the integrations page: it is built and credentialed but has not yet run against a live CINC site. Real Geeks is verified, and its card now says plainly that it is send-only — Real Geeks has no read API, so contacts are never imported and matching is by email.

Your client list is meant to mirror your CRM, and until now it only ever mirrored additions — a lead you deleted in Sierra stayed in Synopsist forever. It now moves to a new Archive tab on the Clients page instead, alongside anything you deleted yourself, labelled so you can tell the two apart. Nothing is destroyed: the summaries stay, and if you add the contact back in Sierra the client returns here on its own. Sierra only for now. Whether a missing contact means “deleted” or just “closed” differs by CRM, and we are checking that one at a time rather than guessing — the cost of being wrong is your client list. Four separate guards have to agree before anything is archived, including a contact being absent from two consecutive syncs four hours apart, so a CRM having a bad morning cannot empty your list.

Clients that came from your CRM now say so, by name, with a line explaining what that means: their details are filled in from there every few hours, and deleting the contact there moves them to your Archive here. Clients Synopsist created from a call or a meeting carry no such note, because nothing external is managing them.

A client page now has a Delete button, for the duplicates and bad CRM imports that used to be stuck there permanently. It tells you what will happen before it happens, including how many summaries the client has — and those summaries stay. They are the thing you paid to produce, and anything already filed in your CRM cannot be recalled anyway, so removing the client hides them from your list and every picker without destroying their history. It can be undone from the same screen. Two things worth knowing: this removes them from Synopsist only, so a contact that came from your CRM is untouched there — and the four-hourly contact sync will now leave that contact alone rather than re-creating it, so deleting it here actually sticks. And if a deleted client calls or emails you again, they come back automatically, because that is a fairly clear sign they were not finished with.

Sierra confirms a note without returning an id for it, and Synopsist stored that as nothing at all — so twelve summaries that were sitting in Sierra were shown as never filed. Pressing Send would have written a second copy of a note that Sierra does not allow anyone to delete. Those twelve are now marked as filed, the button refuses a summary that has already gone, and the separate problem behind it is fixed too: moving a summary to a different client now actually re-files it on that client. It used to save the move and send nothing, while reporting that it had.

Send to Client, and nineteen other filled buttons across Results, Firm, Pricing, Settings and Webex, were drawing black text on a near-black button — invisible unless you were in dark mode. A leftover from when the primary colour was gold. They now take their text colour from the theme, so they read correctly in both.

The link on each integration card dropped you at the docs and stopped there, and where it did land it covered all four platforms at once. Each card now links straight to its own platform’s requirements — Zoom, Google Meet, Teams or Webex — and the page scrolls to it properly.

When a summary could not be filed, Synopsist offers the contacts it might belong to instead — and it used to leave out the contact the summary was already sitting on, on the reasoning that there is no point offering what you already have. That turned out to be exactly wrong. If you have two contacts with the same name, hiding the right one means the only thing left to offer is the wrong one, and a single suggestion with a perfectly matching name reads as the answer. The one you are on is now always first in the list, marked, and cannot be pressed. Every row also shows that person’s email and phone, or says “no email on file” where there is none, so two contacts with identical names are told apart by what is actually known about each before you move anything.

Silent mode works by collecting the recording your meeting platform makes itself — so it only works if that platform is on a plan that produces one, and has the right setting switched on. Each connected platform now links to a page setting that out: the plan tier, the exact setting and where to find it, for Zoom, Google Meet, Teams and Webex. None of it is a Synopsist setting; it all lives in the meeting platform, which is why it was easy to miss. And if any of it is not available to you, switching that platform to Notetaker avoids the lot — it joins the call and records itself, on any plan.

Settings → Profile now takes a photo, and it appears beside your name in the sidebar instead of your initials. Any size is fine — it is cropped to a square and shrunk in your browser before it is uploaded, so a picture straight off your phone works without a wait. It is yours and your firm’s only: it is never attached to a summary and never sent to a client.

Signing in used to show a greeting and four numbers — summaries this month, time saved, clients, average turnaround — above an upload box. None of that is work; it measures how much the tool has done. The first thing you see now is what is still open across every client, split into what is waiting on you and what is waiting on somebody else, oldest first, because a list sorted newest-first buries the thing that has gone unanswered for a month under this morning's meeting. Threads are grouped by client, since you deal with one person at a time, and each says how long they have been waiting. Making a summary by hand is still there, below the work.

Synopsist has been redrawn. The warm cream and gold gave way to a white page and near-black text, with Mestor's gold kept for the things you can actually click — links, icons, the ring around whatever you are typing in — and buttons left dark, which is the rule the Mestor site already followed. Inter replaces the old typeface throughout. Most visibly, screens that were a stack of bordered boxes are now sections separated by a rule: the boxes were doing a job that a heading and a line do better, and the Calling, Firm and Admin pages in particular read very differently for it. Boxes remain where something genuinely is an object — a pricing plan, an integration you pick, the document itself.

While a page was loading you got a spinner in the middle of an empty screen, and when the data arrived it dropped into place and shoved everything below it down. Now the shape of what is coming is held open — a table keeps its columns, a form keeps its fields — so nothing moves when it lands, and the content fades in rather than appearing. If your system is set to reduce motion, none of it animates.

If your access was given to you rather than bought, Synopsist was showing you a red banner saying your free trial expires today — every day, indefinitely, with a button asking you to upgrade. Nothing was ever at risk and nothing was ever going to stop working; the banner keyed off a trial date that complimentary accounts keep and never use. It is gone for those accounts, and the trial countdown is no longer sent to them at all.

Basic is now $25 a month, Advanced $50 and Premium $75 — down from $49.99, $99.99 and $149.99. Nothing was removed from any plan to get there; the old prices were simply above what the product is worth to the people using it, which is the sort of thing you only learn by asking. Checkout also now offers Apple Pay, Google Pay and Link where your device supports them, instead of a card form.

If you connected Gmail, the Email page marked both Gmail and ‘Another email provider’ as connected — the same address, twice, each offering to disconnect it. Only the card that matches your address says Connected now. Nothing was wrong with the connection itself; there was only ever one.

Confirming threads one at a time is fine for one and tedious for twenty, so those waiting to be closed can now be ticked and cleared together, with a Select all for the whole list. And if you would rather not be asked at all, Settings has a switch for it: turn on ‘Close settled threads automatically’ and a thread Synopsist judges settled closes itself from then on, for every client. It is off to begin with, because a thread closed by mistake disappears quietly while one left open merely nags — and anything closed can be reopened from the closed list underneath.

When an email settles something, Synopsist moves that thread as far as it honestly can — but no further. An email is one side of an exchange, so it flags the thread rather than closing it, and you decide. That has been true for a while; what was wrong was that you could not see it. A flagged thread stayed in the open list wearing a small badge, so a client writing ‘good to close’ appeared to change nothing at all. Those threads now sit in their own Ready to close group above the open ones, saying where they came from, with Close it and Keep open beside each. Nothing closes on its own — that is the point — but you can now see what is waiting for you, and clear it in one tap.

The Integrations page used a handful of generic icons, which meant Google Meet and Zoom were drawn with the identical little video camera and could only be told apart by reading the label underneath. Each card now carries the real thing — Meet, Zoom, Teams, Webex, Google and Outlook Calendar, Gmail and Outlook — so you can find the one you want by looking rather than by reading. Connecting anything works exactly as it did.

The three plans were renamed to Basic, Advanced and Premium a while back, but the top one was still called Firm on the billing page and on the team page — so the plan you bought had one name where you chose it and another where you pay for it, which is the sort of thing that makes you wonder whether you are on the plan you think you are. It is Premium in all three places now. Nothing about the plan, its price or what it includes has changed; only the name you were shown.

When you email a summary you can now pick who it comes from: your own connected mailbox, or Synopsist under your name. Your own address is the default once a mailbox is connected, since that is why you connected it — but a summary going to someone you would rather not hand a personal address to is a real thing, so the choice sits in the send window. Alongside it there is now an email signature in Settings, with a preview of how it will look. This matters more than it sounds: Gmail and Outlook add your signature in the mail app rather than in the mailbox itself, so anything sent for you by another program carries none of it, and summaries were arriving at clients ending abruptly with no name or number. Paste yours in and it is added to every summary you send. Links and formatting are kept; anything that could run code is removed, because it is your clients who open it.

Open threads were built only from meetings, which meant everything that happened between them — the email where a client changed their mind, the note you typed into your CRM after a call — left the list quietly out of date. Now they count too. Connect your mailbox under Integrations → Email and email with your clients moves their threads: a new commitment opens one, a reply that settles something closes it, and a message that is just 'sounds good, thanks' changes nothing, because most email should. Only messages involving someone already on your client list are read at all; everything else is ignored and never stored, and what we keep from the ones we do read is the thread, not the message. Separately, the notes already in your CRM can be read in the same way, so a client's page has history from the day you connect rather than starting empty. Notes Synopsist wrote into your CRM itself are skipped — those threads already exist. Each thread now says where it came from, and where it was last moved, so you can tell at a glance whether something was raised in a meeting or mentioned in passing in an email.

US carriers require every business that sends texts to register what it sends and who agreed to receive it. Until now Synopsist was unregistered, which is why texts to your own phone — the confirmation when you ask it to place a call, and lead alerts forwarded from your CRM — were being rejected by the carriers rather than delivered. That registration is now filed and awaiting approval. Alongside it, the Calling page states in plain words what Synopsist may text you, that frequency varies, that your carrier's rates apply, and that replying STOP stops it or unticking the box does the same. Nothing about the feature changes; what changes is that the carriers will let it through, and that what you are agreeing to is written where you agree to it.

When a call comes through your CRM's dialer it reaches us from the CRM's own number, never the client's, so the only thing that says who you spoke to is your CRM's record of the call. When that does not arrive — and it sometimes does not — and nobody says a name aloud, the write-up used to belong to nobody and sit on no client's page, which is to say you would never see it. Now you get an email, and the summary itself asks. Where your earlier meetings answer it beyond doubt, it says who it thinks it was and shows you why: the property, the acreage, the price that was turned down. One button confirms and files it in your CRM. Where it is not sure, it does not guess — you pick the client from your list and it files from there. It never files on its own, because a note written into a CRM cannot always be taken back.

Sierra fills in email@email.com on every lead that has never given an address, so hundreds of different people share it — and Synopsist matched clients on email first. That merged two of them: a call from one client attached to another client's record and renamed it, leaving the second client's earlier meeting filed under the first one's name. A placeholder address is now treated as no address at all, both when working out who a meeting belongs to and when looking up whose file to write a note into. That second one matters most, because writing to the wrong file is not something a CRM lets you undo. Separately, contacts now keep your CRM's own id for each person, and edits you make in your CRM are applied as they happen rather than only when contacts are next re-read. Rename a lead or correct their email and Synopsist follows, on the right record, without matching on the detail you just changed.

Connect your Microsoft 365 or Outlook account under Integrations → Email, and a summary you email goes out from your own address. Your client sees it from you, replying is an ordinary reply, and a copy sits in your Sent items where you would look for it. Connecting is the whole setting — there is nothing else to switch on, and disconnecting puts sending back the way it was. Whether or not you connect it, two things changed for every account: a summary sent from Synopsist now carries your name rather than ours, and a reply reaches your inbox. Until today it came from "Synopsist" and a client who hit reply wrote to a noreply address that nobody reads, so those replies were lost. Gmail is not here yet: Google requires their own review before an app can send on your behalf, and that is underway.

A recording you upload yourself can now be a video — a Zoom or Teams recording, a clip off your phone, anything in .mp4, .mov, .m4v, .mkv or .avi. The audio is taken out of it and the meeting is written up exactly as an audio file would be, so there is no converting to do first. The size limit goes from 60 MB to 250 MB at the same time, because an hour of video is nothing like an hour of a voice memo and 60 MB turned away most real recordings. While adding this we found that uploading a recording had not been working at all: the browser sends the file straight to our transcription service, and that service was not set up to accept a request coming from the app, so the upload was discarded before it was ever sent. Audio and video uploads both work now.

Marking an open thread as resolved and then refreshing that client's brief brought it back, still listed as an open item. The brief was only ever shown the threads still open, and the meeting where the matter first came up is still part of the history it reads from, so nothing in front of it said the item had been dealt with — it simply read the meeting and concluded nobody had. The brief is now told what you have closed as well as what is open, so a resolved thread stays out of Open Items and out of Worth Raising, and appears only where the state of the relationship genuinely calls for it. The same blind spot existed on the other side: because thread tracking was also shown only the open threads, a later meeting that mentioned a closed topic could start it again as a brand new thread. It now knows what you have closed and leaves it closed, unless a meeting shows the matter has actually reopened.

Synopsist tells the person you call that the call is being recorded, before you are connected. That is still on by default, and for most people should stay that way — around a dozen states require every participant to agree, and an announcement that happens by itself does not depend on anybody remembering. But if you would rather say it in your own words, you can now turn it off under Calling. Doing so asks you to confirm, because from that point telling the client is entirely yours to do. One thing that has not changed: when your CRM places the call and rings you through your Synopsist number, your CRM owns the connection to the client and we cannot speak to them, so on those calls it was always yours to say.

There is now an Import button on the Clients page. Excel files and CSVs both work, straight as they come out of whatever you keep your list in. The first row should name the columns, and it understands Name, Email and Phone, or First name and Last name separately, plus Notes. Anything else in the file is ignored, so an export straight out of another system usually works untouched. Anyone already on your list is updated rather than added a second time, which means running the same file twice is safe and so is importing a list that overlaps the one you have. The result tells you how many were added and how many were already there, because those are very different answers about a file you just uploaded. A row needs a name, an email or a phone number; one with none of the three cannot be matched to a meeting later and is reported back rather than stored.

When you place a call through Synopsist, the person you are calling hears a short spoken announcement that the call is being recorded, before you are connected to them. You carry on hearing ringing while it plays, and you never hear it yourself. It cannot be switched off. Recording laws differ by state and around a dozen require every participant to agree, so this closes a real gap — the announcement had been written into the product but was never actually played on a call. One limitation worth knowing: when your CRM places the call and rings you through your Synopsist number, your CRM controls the connection to the other person and we cannot speak to them, so on those calls telling the client is still down to you. The privacy policy now has a section on calling that sets all of this out, along with what we store, what happens to the audio, and who processes it.

Premium can now be subscribed to rather than sitting behind a Coming Soon label. Subscribing to it switches calling on for your account, which previously had to be done by hand. Separately, a bug worth explaining: if you chose dark mode and then reloaded a page outside the main app — Pricing, sign-in, the public pages — it dropped back to light. The theme was being applied correctly before the page drew, then removed again as the page finished loading, and only pages inside the app shell put it back. Every page now keeps it. The pricing cards are also wider, so their features stop wrapping onto two lines each.

Basic drops from $59.99 to $49.99 a month. Separately, a few things that belong to Advanced were reachable or advertised on Basic. The dashboard invited every account to connect a calendar, which Basic cannot do — the connection was always refused, so the prompt led into a wall, and it no longer appears. Client briefs and open threads are Advanced features and now behave that way rather than being offered and then failing. Follow-up reminder emails go to Advanced accounts only. Nothing you already have is taken away: every summary, client record, CRM connection, upload and download works exactly as before on Basic. The pricing cards also line up properly now, instead of leaving the shorter ones with a button floating in the middle.

Each client's page now has a Call Log showing every call to or from them, including the ones that produced nothing — no answer, voicemail, cancelled. That is most of what you want from a call list: a page showing only the conversations answers what you discussed and never whether you have actually reached someone. The voicemail setting has moved off your CRM's page and onto Calling, where it belongs, since it always applied to every call whatever CRM you use. It also does something more sensible now. A voicemail is never written up as a summary, whatever the setting — nobody answered, so there is nothing to summarise, and a write-up filed on a client reads as though they had said it. Switch the setting on and Synopsist adds a single line to their record saying you rang and left a message. The recording and transcript are kept either way, and every attempt shows in the call log regardless.

Pressing Call on someone's record always filed the write-up against them. Typing the number in by hand did not, even when that exact number was saved on a client — the call fell back to matching whatever name came out of the recording, which on a first outreach call is usually no name at all. A dialled number is now matched against the numbers you have saved, however either was written, so (803) 555-0134 and +18035550134 are the same person. If two clients share a number, nothing is assumed and the call is left unattached, because guessing there means filing a conversation on the wrong person.

There is now an Add client button on the Clients page. Until now a client only existed once a meeting had produced one, which is backwards when you have just agreed to meet someone and want the record ready beforehand. Only a name is required. If you type in someone Synopsist already knows, it opens their existing record instead of starting a second one, and tells you that is what happened rather than quietly doing something different from what the button said. A phone number or note you add fills a blank but never overwrites something already there, so a number typed from memory cannot replace the one that came from your CRM.

Your profession decides how the AI reads a meeting and which headings a summary is written under. Changing it from the admin side used to update the first and leave the second behind, so an account could end up being told it was summarising a real estate call while being handed headings for retirement income and estate planning. Both now move together. Changing a profession replaces the sections with that profession's own, including a list you had reordered yourself, because a half-applied change is worse than a complete one; the previous list is kept in the account history if it is ever needed back. A nightly check now looks for any account where the two disagree. The profession itself has also moved out of your settings and is set by us when your account is created, since it is not a switch worth flipping to see what happens. Your summary sections are still yours to choose and reorder.

Synopsist now has a Marketing Agency profession alongside Financial Advisor, CPA, Insurance and Real Estate. Pick it under Settings and every summary is organised around what an outreach call actually contains: the business and what it sells, the marketing already running, goals, budget and who decides, objections, and whether there is a fit. It is written for calls to people who are not clients yet, which none of the other professions assume. One rule is built in and cannot be turned off: if someone asks not to be contacted again, that goes at the top of the summary in plain words rather than buried in the action items, because on a day with thirty calls in it that is the line that must not be missed.

New accounts get 30 days instead of 14. Existing trials keep the end date they were given. The length had been written out separately in five places, three that set the date and two emails that quoted it, so it is now stored once and every message reads from it. An email can no longer promise a length the account does not actually have.

Notes written to Sierra Interactive, BoldTrail and Lofty were arriving with their formatting characters visible — lines reading “## Topics” and “**Friday**” instead of a heading and a bold word. Those three display a note as plain text, and were being sent the same marked-up text that HubSpot, Follow Up Boss and Pipedrive render properly. Each CRM now declares how it shows a note, and the summary is prepared to match: bold and headings where they are supported, clean plain text where they are not. Notes already filed are unchanged, and in Sierra they cannot be removed. A nightly check now reads what is about to be sent to each CRM and fails if it does not match what that CRM can display.

Opening Integrations showed the four platform cards and nothing beneath them, then a second or so later the calendar section appeared with no sign it had been loading. Two things were behind it: the page was making its second round of requests only after the first had finished, and the section below simply was not drawn until the answer came back. The requests now go out together, the space below the cards shows it is loading, and once you have opened the tab the rest is remembered so a second visit fills in at once.

Send “call Bob Zorton” to your own Synopsist number and it rings you, connects you to Bob, and files the write-up on him — from any phone, with nothing installed, whatever CRM you use. It exists because of a gap worth explaining: when you call from Sierra Interactive, Follow Up Boss or Lofty, their servers place the call, so it works the same whether you are at a desk or on the road. Pipedrive and BoldTrail hand the call to your handset instead, and nothing can get in the way of that. Rather than solve it one CRM at a time, a text solves it for all of them. Switch it on under Calling. It also switches on importing your contacts, so a name has something to match against, and tells you it has. A phone number works too if the person is not a client yet, ordinary texts are still passed through as before, and if two clients share a name it texts back the options rather than guessing.

Synopsist now connects to Lofty, formerly Chime. Connecting takes a key you generate yourself under Settings, Integrations, API. What makes Lofty different from every other CRM here is calls: Lofty hands over its own recordings, so a call you place from Lofty's dialer is written up and filed on the lead with nothing to change, no number to swap, and no setting to alter on your phone. Sierra Interactive and Follow Up Boss both keep their recordings to themselves, which is why those two need your calls routed through a Synopsist number first. With Lofty you carry on dialling exactly as you do now. Matching is by email, or by phone number where a lead has no email, and Synopsist can create the lead if they are not there yet.

Pipedrive can now be connected, alongside HubSpot and Salesforce, and is offered whatever your profession. Each conversation is written to the matching person as a note, so it sits on the timeline beside the deal it belongs to. Connecting takes your personal API token: click your profile, top right, open Personal preferences, then the API tab. Matching is by email, or by phone number where a person has no email yet.

Synopsist now connects to BoldTrail, formerly kvCORE, alongside Sierra Interactive and Follow Up Boss. Each conversation is written to the matching contact as a note, so what the client wants and what you promised sits in the record your brokerage already works from. Connecting takes a token you generate yourself: in BoldTrail open Lead Engine, then Lead Dropbox, and create one under My API Tokens with the Contacts scope. Matching is by email, or by phone number where a contact has no email yet, and Synopsist can create the contact if they are not in BoldTrail already.

Calls you place from the Follow Up Boss dialer can now be recorded, written up and filed back onto the same person. Setup is two changes in Follow Up Boss: in My Settings, change the Phone at the top to your Synopsist number, and set Calling Method to “Always use mobile phone”. Your leads carry on seeing your Follow Up Boss number, and your own phone rings exactly as it does now. Because Follow Up Boss tells us who each call was with, the summary lands on the right person without any name matching.

Leaving a voicemail produced a summary of you talking to nobody. Plain answerphones were already recognised, but call screening services — the ones that ask who is calling and reply once you answer — looked like a two-way conversation and slipped through. They are now identified by the stock phrases they use, however many voices are heard. Recording and transcript are still kept; only the write-up is skipped. If you would rather have a summary of every attempt, there is now a setting for it on your CRM's page, off by default.

Calls you place from Sierra Interactive's dialer can now be recorded, written up and filed back onto the lead — and the whole thing is set up from the Sierra card in Integrations. Tick the box, and Synopsist shows you the number to paste into Sierra's Voice & Text settings along with the four steps to follow there. Because half of the setup happens inside Sierra, where we cannot check it for you, the panel tells you plainly whether a call has actually come through yet rather than simply claiming to be connected. Your clients continue to see your Sierra number; the Synopsist number stays behind the scenes.

Agents who work from Sierra's dialer can keep doing exactly that. When Sierra rings your phone through your Synopsist number, Synopsist records the conversation, writes it up, and files it on the lead in Sierra — the same lead Sierra logged the call against. You press Call in Sierra and your phone rings, as it always has. There is nothing new to open and no second button. Setting it up is a one-time change to the phone number Sierra rings you on, made by your team's Sierra administrator, plus a webhook Synopsist registers with Sierra so it knows which lead each call was with.

Importing contacts from your CRM stopped at 2,000 and said nothing about it, so anyone with a larger database got part of it and a message that read like the whole thing. One agent with 4,368 leads received about half. The limit is now far higher, and an import that genuinely does reach it tells you the list is partial rather than implying it is complete. Learning your writing style from Sierra Interactive also works now, and only reads notes a person actually wrote — imported-lead receipts and portal blurbs are ignored, so a database full of automatic notes reports that there was nothing to learn from instead of imitating them.

When Microsoft blocks Teams transcript access, Synopsist explains what your IT administrator needs to switch on — and then, until now, gave you nothing to press once they had done it. Synopsist only tried again when you connected Teams or overnight, so the only way to act on the fix was to disconnect Teams and reconnect it, which looks alarming for what is really a retry, and could mean waiting a day for a meeting that had already happened. There is now an “Already done? Try again” link beside the warning. It checks straight away and tells you whether transcript access is working, and if the change has not taken effect yet it says so rather than failing quietly.

Importing your CRM's contacts used to be one-way: disconnect the CRM, or switch the import off, and every contact it had brought across stayed behind with no way to tell them apart from the clients you had met with. They are now removed when you switch the import off or disconnect, so the contact list goes back to what it was. Anyone you have actually had a meeting or a call with is kept, along with their history, and so is any imported contact you have edited yourself — at that point the record is yours rather than a copy of the CRM's. Disconnecting a CRM now also switches contact syncing off, which it should always have done.

The contact import panel on a CRM page was never drawn. It was hidden behind a flag the server did not send, so no one could import their contacts or start the nightly sync — the control simply was not there. It is now. While fixing it the rest of the page was made consistent: every box on a CRM page is a choice you make and then save, rather than two that took effect the instant you clicked and two that waited for a button. Importing contacts is off until you turn it on, and when syncing is running the page says so and tells you when it last ran.

You can now drop an audio file into Synopsist and get a summary from it — mp3, m4a, wav and most other formats, up to 90 minutes or so of a meeting. Useful for the conversations that never touched a calendar: a call taken on your mobile, a voice memo from the car, a recording someone sent you afterwards. The recording is transcribed with speaker labels, written up in your branding under your own sections, and filed against the client like any other meeting. The file itself is never stored — it is transcribed and discarded, and only the transcript is kept.

Synopsist now connects to HubSpot alongside Affinity, Wealthbox and Salesforce. Each meeting is written to the matching contact as a note, so what was discussed, decided and still open sits on the timeline your team already works from. Connecting is a sign-in — press Connect, choose your account, approve, and you are back here. There is nothing to install in your HubSpot portal and no administrator needed. Where a contact does not exist yet, Synopsist can create one, though that stays switched off until you turn it on. Matching is by exact email only, so a meeting is never filed against the wrong person.

Synopsist for Windows records a meeting on your own machine, for the conversations a calendar never sees — in person, over the phone, or on a platform Synopsist does not connect to. The recording produces the same branded summary as everything else, in the same place. You can download it from Desktop app in the sidebar. It is signed, so it installs without a security warning, and it keeps itself up to date. Recording is always something you start: Synopsist can tell that a meeting has begun, but it will not record a client conversation on its own. Telling clients they are being recorded remains your responsibility. Windows only for now.

Synopsist now connects to Salesforce alongside Affinity and Wealthbox. Each meeting is logged against the matching contact as a completed task, which is what appears on the contact's activity timeline — where an advisor actually looks for what happened with a client, rather than in a notes list most people never open. Where a contact does not exist yet, Synopsist can create one for you, though that stays switched off until you turn it on: creating records in your system of record is a bigger thing than adding to one. Two smaller fixes came with it. The CRM record now reads as plain text in CRMs that do not render formatting, instead of showing raw ## characters down the left of the page. And every mention of your CRM in the interface now uses its actual name and its own vocabulary — a task in Salesforce, a note in Affinity or Wealthbox — rather than describing Affinity's behaviour to everyone regardless of what they connected.

Synopsist now connects to Wealthbox as well as Affinity, and the CRM section has been rebuilt so it asks which CRM you use rather than assuming. Pick yours, paste an API key or access token, and every meeting is filed against the matching contact as a searchable record — written for your firm rather than your client. Where a CRM accepts attachments, your branded summary goes across with it; where it does not, Synopsist says so plainly instead of quietly dropping the file. Matching is still by exact email only, so a meeting is never filed against the wrong person. Anyone already connected to Affinity carries across untouched.

When you connect Google, Microsoft, Zoom, Webex or Affinity, Synopsist holds a token on your behalf so it can do the work you asked for. Those tokens — and the secret behind your two-factor codes — are now encrypted by Synopsist itself before they are stored, on top of the encryption our database provider already applies. The difference matters: database encryption protects the disk, not a query, so this is what stands between a mishandled backup and someone holding live keys to your calendar. Nothing changes for you, and your existing connections carried across untouched.

The Summaries page now has a date range alongside the platform filters, so you can narrow to the last week, month, quarter or year rather than scrolling. Summaries recorded with the Synopsist desktop app are also labelled “Recording” rather than being lumped in with manual uploads — recording a meeting and pasting a transcript are different things and now read as such.

A very short meeting could produce a document addressed to you rather than to your client — listing what the transcript lacked and offering to proceed differently. That is a chat reply, not a summary, and it had no business in something you might send on. Summaries are now written from whatever the recording contains, however little that is: a brief meeting gets a brief summary, which is the right answer and always better than a note explaining why one was not written.

You can now sign in with the Google or Microsoft account you already use for work, instead of another password to keep track of. It signs in the account you already have — Synopsist stays invitation-only, so these buttons never create one. If you have two-factor authentication switched on, you will still be asked for your code: proving you own a Google account is not the same as proving you hold the second factor you put on Synopsist, and we would rather ask than quietly weaken a setting you chose. Your password still works exactly as before.

Manual upload took plain .txt files only. It now takes Word documents, PDFs, Markdown and subtitle files as well — and, more usefully, it can work from rough notes rather than a full transcript. If you typed a few lines during a client meeting, that is enough. Synopsist recognises notes and treats them differently: it will not invent dialogue that was never recorded, will not attribute anything to your client that your notes do not, and will not inflate a one-line note into a paragraph. A short summary of short notes is the right answer. Scanned PDFs are the one exception — the words in those are stored as an image, and we will tell you rather than hand back an empty summary.

Until now, what we sent to your CRM was a copy of the executive summary — the document written for your client. That is the wrong artifact for a system of record: it is polished for someone outside the firm, and it deliberately leaves out your own read of the relationship. Every meeting now also produces a CRM record, written for the firm instead: terse, factually candid, and laid out under fixed headings — topics, durable client facts, concerns raised, decisions, action items by party, next step — so it can still be found by someone searching your CRM months later. That record is what goes across as the note; your branded summary still goes with it as the attachment. It is generated only for accounts with a CRM connected, never shown in the review flow, and you can read or rebuild it from any summary under 'View CRM record'.

Your dashboard now opens with the next few meetings on your connected calendar, and — where the person is one of your clients — a link straight to their brief, so you can read the history of a relationship in the minute before you walk into the call. Meetings are matched to clients by attendee email first, falling back to a client's name in the meeting title. Where neither identifies someone beyond doubt the meeting still appears, marked as unmatched, rather than guessing at the wrong person's history.

Until now every summary was written as though it were your first meeting with that person, even though Synopsist was already tracking their open threads. Summaries are now written with that history in view, so one can note that something agreed at a previous meeting is still outstanding — rather than describing this meeting in isolation. It only applies where the client is identified beyond doubt: if two of your clients share a name and there is no email to tell them apart, the summary is written without history rather than risk using the wrong person’s.

Your profession decides how the AI reads your meetings and which sections a new account starts with — but it could only be set by an administrator, so anyone signing up as a CPA or insurance agent was stuck with financial-advisor framing. You can now change it yourself under Settings → AI & Output. It saves immediately, leaves any sections you have already customised alone, and does not alter summaries already generated. Firm seats show the profession their firm has set.

Choosing Classic gave you a PDF with shaded section headings but a Word file in the older plain style — the two hadn’t matched since Classic was redesigned. Classic now has its own Word layout with the same shaded headings and accent rule as its PDF. Heritage keeps the original styling it always had, and Modern and Bold are unchanged. Prestige, Meridian and Clean still have no Word layout of their own and download in the Classic style, which the download button tells you.

The Word download was disabled for the Modern template even though it renders correctly — that was a mistake, and it now works. Classic, Modern, Bold and Heritage all produce a Word file matching their design. Prestige, Meridian and Clean have no Word layout of their own: the .docx still downloads, but the button now tells you it will use the Classic layout, and the PDF continues to match your selection exactly.

Synopsist's original document design is available again as a seventh template, alongside Classic, Modern, Bold, Prestige, Meridian and Clean. Heritage keeps the serif document, sets section headings in your own heading color rather than boxing them in a shaded band, puts the client's name beside the title in your accent color, and gives the recommendations more room. Pick it in Settings → Document Template, or per summary from the template list.

“Preview as sent” showed your summary as one continuous scroll inside a page-sized window, so the one thing you could never check was where the page breaks landed — a heading stranded at the bottom of a page, a recommendations list split across one. It now shows the actual PDF, with real pages, real breaks and the page numbers your client will see.

Synopsist previously identified clients by name alone, so two people called John Smith were filed into a single client record — one history, one set of open threads, both people mixed together. Meetings are now matched on the attendee's email address across every source: the notetaker, Zoom, Teams, and Webex. Where there's no email to go on — an uploaded transcript, a guest who joined without signing in, or a meeting with several attendees — the name is still used, so a new "different person" option on any summary lets you split it onto its own client record.

If the same meeting reached Synopsist twice — because you have two calendars connected, or because two events share one link, which is normal for a Zoom Personal Meeting ID or a standing meeting room — it was possible for two notetakers to join the same call. Synopsist now recognizes that they are the same meeting and sends one. Separate meetings that reuse the same link at different times still each get their own notetaker. The Integrations page also now explains that your calendar doesn't have to match your meeting platform: a Teams or Zoom link on a Google Calendar works fine.

Downloading a summary produced a document that didn't match what the preview showed — an older section-heading style, and always in Times New Roman regardless of the font set in Branding. The download was being built in your browser from a separate, outdated copy of the templates. It now comes from the same renderer as the preview and the emailed copy, so all three are identical, and your chosen font and colors are applied everywhere.

Disconnecting Google previously only removed Synopsist's copy of your credentials — the authorization itself stayed active on your Google account, so Synopsist remained listed under your Google account permissions and reconnecting reused the old authorization instead of asking fresh. Disconnecting now revokes the authorization with Google directly. If you have both Google Meet/Drive and Google Calendar connected, disconnecting one leaves the other working as before; the authorization is revoked once the last one is disconnected.

Under Settings → Branding, enter your firm's website and click Scan site. Synopsist reads your homepage and suggests your firm name and a closing paragraph written in your firm's voice, so a new account isn't starting from a blank page. Suggestions fill the form for you to review — nothing is saved until you click Save, and you can discard them entirely.

Synopsist previously sorted every meeting into financial-advisor sections — Retirement Planning, Estate Planning, and so on — no matter what kind of practice you run. CPAs and insurance agencies now get section defaults and AI framing built for their work: tax positions, filing deadlines, and entity structure for CPAs; coverage review, claims, beneficiaries, and renewals for insurance. Your profession is set on your account, and firms apply one profession across all their seats. Any sections you have customized yourself are untouched.

Synopsist now tracks topics across a client's entire relationship, not just one meeting at a time. A commitment made in January and never followed up shows as an open thread, and if something is waiting on another item, it says so — for example, a model update blocked until the client provides pension data. Threads appear on the client's page as their meetings are read, and you can mark one resolved or dismiss it. When Synopsist thinks a thread is finished it flags it as "looks resolved" and waits for you to confirm, rather than closing it on its own. The Client Brief is now written from these threads, so the two can't disagree.

Each client now has their own page: contact details you can edit, private notes, their full meeting history, and a Client Brief you can generate on demand that pulls together where things stand, what's still open, and what may be worth raising next time. The Clients list is now sortable and filterable with a "Needs follow-up" view, so it stays usable as your client list grows.

Editing a summary keeps the previous version instead of overwriting it, and deleting one moves it to a recoverable state rather than destroying it — so a summary deleted by mistake can be restored. Views, edits, downloads, and sends are recorded in an activity trail on the client's page, so a firm can show what happened to a client record and when.

A new Clients page in the sidebar lists everyone Synopsist has seen across your meetings, with their last contact date. Clients are created automatically as summaries generate — your existing summaries have already been organized into client records, and you can click any client to see just their meetings. Clients with open action items and no recent follow-up get flagged with a "Needs follow-up" badge, and you'll get a daily digest email listing them. You can set how long a client sits before being flagged in Settings.

Raw meeting transcripts were previously deleted 30 days after a summary was generated, with no way to change it. Transcripts are now kept indefinitely by default. If you'd prefer them purged on a schedule, you can set a retention window in Settings under Notifications.

The drag-and-drop custom template builder added too much complexity for what most people needed. Document Template now offers six built-in layouts — Classic, Modern, Bold, Prestige, Meridian, and Clean — chosen from Settings or per summary, with no editor to learn.

If your Zoom access token needed to refresh at the exact moment a meeting ended, the summary could fail with no notice at all — no email, no error, nothing in your account to show something went wrong. This edge case is now handled correctly, and any genuine Zoom connection failure is now flagged internally so it gets caught instead of going unnoticed.

The footer sat partway up the page on short summaries instead of at the bottom, and its page number was fixed text that always read "Page 1 of 1" no matter how long the document was. It now sits on the bottom of every page in both PDF and Word downloads, with genuine page numbering, and the two formats use the same layout: your firm name, your website, and the page count.

The Download PDF button produced a noticeably different document from the on-screen preview — a different header layout, section headings in the wrong color and style, and missing "Summary" and "Recommendations" labels that the preview and the emailed DOCX both had. All six built-in templates now render exactly as previewed. The paid-plan requirement on each meeting platform is also now shown only when it applies: it covers silent capture, which uses that platform's own cloud recording, while a notetaker works on any plan including free ones.

Turning a notetaker on applied right away, but turning it off waited for the next sync — so a notetaker could still join a meeting you had already switched back to Silent. It now stops as soon as you flip the toggle. Switching to Silent also no longer alters the record of past meetings that were already summarized. The toggle saves on click, and never affects your calendar connection.

If you turned Notetaker on for a platform before connecting a calendar, it used to wait on our once-a-day sync — up to 24 hours — before your first meeting would actually get a bot, even though the page showed everything as connected the whole time. Connecting a calendar now triggers an immediate check, so already-configured platforms start working right away no matter which order you set things up in.

The Meeting Platforms and calendar sections are now labeled "1. Choose Which Platforms Get a Notetaker" and "2. Connect a Calendar to Turn It On," so the dependency between them is stated outright: Notetaker mode only runs automatically once a calendar is connected, and the page now says so instead of leaving you to work it out from two separate sections.

The meeting-link box and Send Notetaker button under Integrations have been removed now that calendar-based scheduling can dispatch a notetaker automatically. If you turn on Notetaker for a platform but haven't connected a calendar yet, the toggle now tells you so directly instead of silently doing nothing.

The Template Designer now keeps up to five saved templates instead of one. A template bar across the top lets you open, rename, and delete them, and reopening a template loads it back into the editor so you can keep refining a design over time. Your templates appear under "Your Templates" when choosing a template for a summary, and in Settings you can set one as the default for automated summaries from Zoom, Teams, Webex, and Google Meet. Custom templates are PDF-only — automated DOCX output falls back to Classic, since Word can't render their layouts.

Choosing a template changed the on-screen preview but not the downloaded PDF — every PDF came out in the same Prestige-style layout regardless of what you picked. All six built-in templates now render properly in PDF, using your heading and accent colors from Settings.

Your Template Designer layout is stored on your account instead of only in your browser, so it survives a cache clear and follows you to any machine you sign in from. Two rendering bugs are fixed along the way: your firm name and meeting date now inherit their color from the template, so they're visible on light and blank layouts instead of rendering white-on-white, and client names containing an ampersand or angle bracket no longer break the document. The logo size you set by dragging its corner handle now carries through to the PDF as well.

Every block in the library now has an icon and sits in a two-column grid, with AI Content blocks tinted to separate them from layout blocks. Undo and Redo buttons were added to the toolbar. The canvas fills the editor properly — the dark strip that appeared below the page and along the bottom of the screen is gone, and the block panel no longer crowds its right edge.

A new Template Designer is available under Workspace in the sidebar. Drag layout blocks (text, headings, dividers, accent bars, shapes, 2-column sections, quote boxes) and AI Content blocks (Summary, Action Items, Firm Header, Client Name, Meeting Date, Footer) onto a Letter-sized canvas. Click any element to edit typography, background, spacing, and border in the Properties panel. Choose from four starting presets — Prestige, Classic, Modern, or Clean — and hit Save Template to use your custom layout for all future PDF downloads.

PDF downloads now use a headless Chromium rendering pipeline instead of client-side generation. Your saved template design — including custom fonts, gradients, shapes, and exact spacing — is faithfully reproduced in the downloaded PDF.

The Show/Hide Action Items toggle on the summary and results pages now instantly shows or hides the Action Items section inside the live rich-text editor, not just in exported files. The section is preserved in memory when hidden so toggling it back on restores all content.

You can now choose from six PDF templates when downloading a summary. Prestige features a full dark navy header band with a gold rule — ideal for a formal, high-end look. Meridian uses a teal sidebar strip with section accent bars for a modern, clean style. Clean keeps everything minimal with a bold charcoal top rule and maximum whitespace. All templates include your firm logo and generate Action Items tables at the end.

AI-generated summaries now end with a two-column Action Items table listing what the Advisor and Client each agreed to follow up on. The table appears in the preview, in downloaded PDFs and DOCX files, and in the Copy for CRM output.

A new Copy for CRM button strips markdown formatting from the summary before copying, so pasting into Wealthbox, Redtail, or any CRM text field produces clean readable text — no asterisks, hashes, or pipe characters.

The Tag icon in the admin panel now stays amber after applying special pricing to a user, so you can tell at a glance which accounts are on the $42.49/month rate.

Switched from the meetingTranscripts webhook (which only fires for cloud recordings, not AI Assistant transcripts) to the meetings.ended event with automatic polling. Summaries now generate automatically after every Webex meeting — no manual steps needed.

Plans have been updated to reflect the new pricing. Special offer pricing ($42.49/month) is available for early customers and can be applied by an admin.

Security now uses clean section rows (Password, 2FA, Connected Accounts, Danger Zone) with no card boxes. Billing shows your plan status in a compact, clean layout. Integrations keeps the platform cards but the Cloud Storage section is now a clean row list. All three match the Vercel-style pattern introduced to Settings.

Settings is now organized into four tabs (Profile, Branding, AI & Output, Notifications) with a Vercel-style row layout: label and description on the left, control on the right. No more scrolling past a wall of cards.

After uploading a transcript manually and viewing the result, the summary now shows up in the Recent Summaries list on the dashboard when you navigate back. Previously, summaries were only saved to your account if you had cloud storage configured or clicked Save Changes explicitly.

Every interior page (Integrations, Settings, Security, Summaries, Billing, Results, Firm, Admin, Docs, Support, Changelog) now uses the full available width. The Integrations page shows meeting-platform cards in a 2×2 grid with Cloud Storage full-width below. The Security page uses a two-column layout — credentials on the left, connected accounts and billing on the right.

The interior app now uses a warm cream light theme (matching the Mestor landing page) and a sidebar navigation in place of the top nav bar. The dashboard shows live stats (summaries this month, this week, all time), a combined manual/automated upload card, and a recent summaries list — all loaded from real data.

Synopsist now waits for Zoom's transcript-completed event instead of the recording-completed event, and falls back to fetching the transcript directly from Zoom's API if it's missing from the webhook payload. Fixes cases where summaries weren't generated because the transcript wasn't ready yet when the recording finished.

Added a standing instruction to every summary-generation prompt so that Social Security numbers, credit card numbers, and bank account or routing numbers are never included in an executive summary, even if a client mentions one during the meeting.

Users with a referral discount now see a skeleton placeholder where the price will appear while billing status loads, instead of the full price briefly showing before snapping to the discounted price.

After entering your MFA code and pressing Verify, the screen now shows a brief spinner while the dashboard loads instead of briefly reverting to the login form. The same fix applies to the 'Skip for now' button on the two-factor setup nudge screen.

Admin can flag any user for a 15% referral discount. That user then sees discounted prices ($25.49 / $42.49) on the pricing page with a 'referral discount applied' badge and a strikethrough on the original price. The discount is injected automatically into their Stripe checkout — first payment and every renewal.

The Save to Drive / Save to OneDrive button now saves to the cloud folder configured for the integration that generated the summary. A Zoom summary goes to your Zoom output folder, a Google Meet summary goes to your Meet folder, a manual upload goes to your manual folder — even if all three point to different folders or different providers.

Key events are now recorded to an audit log: logins (success and failure), MFA enable/disable, integration connections and disconnections, password changes, plan changes, and admin actions. Admins can view a user's full event history by clicking the clock icon in the admin table.

Each account is now limited to 2 simultaneous sessions. Logging in on a third device automatically revokes the oldest session. Sessions expire when you log out or after inactivity, protecting accounts shared across multiple devices.

Users on an active subscription can now switch between Manual and Automation plans directly from the Pricing page. Upgrades are prorated automatically — you only pay the difference. A Change Plan button on the Billing page links directly to the plan selector.

The Firm plan now appears on the Pricing page greyed out with a Coming Soon badge while we finalize multi-seat functionality. Existing features for firm owners (member management, team summaries) continue to work.

Firm owners can now view all summaries generated by their team members on the Firm page. Filter by individual member or view everything at once. Summaries open in a read-only modal without affecting member-facing data.

Users on the Manual plan who connected Google or Microsoft for cloud storage output now see 'Google Drive' and 'OneDrive' in the Security page rather than 'Google Meet' or 'Microsoft Teams', which only appear for Automation plan users.

The Firm link in the nav briefly disappeared and reappeared when navigating between pages because the billing status cache was missing the firmRole and plan fields. Fixed — the Firm link now remains stable across navigation.

Manual plan users can now connect Google Drive or OneDrive for cloud output from the Integrations page without first having a paid Automation plan. The OAuth flow is now accessible directly from the provider button.

Selecting the Modern or Bold template now affects the PDF download — section headings, divider lines, and layout all reflect the chosen style. Previously PDFs always rendered in Classic regardless of your selection.

The Modern and Bold templates now display labeled Summary and Recommendations sections in the preview and in downloaded DOCX files, matching the Classic template behavior.

When sending a summary to a client from the results page, the attached file is now a PDF rather than a Word document — consistent with what most clients expect to receive.

If your Google account connection expires or is revoked, a banner now appears on the Integrations page with a one-click Reconnect button so you know immediately and can restore automatic processing.

Summaries are now grouped by client name so all meetings for the same client appear together. Added a search bar to filter by client and platform filter chips (Zoom, Google Meet, Teams, Webex, Manual).

Connect and Enable buttons no longer briefly appear before the page knows your actual status. Pages now show a skeleton placeholder while loading and cache results within your session.

A new Docs tab in the nav covers all four integrations — Zoom, Google Meet, Microsoft Teams, and Webex — with step-by-step setup, usage, and troubleshooting guides. Includes a Getting Started section that walks new users through the recommended setup order.

New users now see a 3-step welcome modal on first login covering what Synopsist does, the two ways to get started, and a nudge to set up branding first. Accessible again at any time via the Getting Started Guide link on the dashboard.

Users can now enable TOTP-based two-factor authentication from the Security page using any authenticator app (Google Authenticator, Authy, 1Password, etc.). Includes single-use backup codes and an admin override for account recovery.

Synopsist now supports automatic transcript processing from Microsoft Teams (via Microsoft 365 OAuth) and Webex (via webhook). Connect either platform from the Integrations page.

Two new fonts — Merriweather (serif) and Lato (sans-serif) — are now available in Settings. Both render identically in PDF and DOCX using embedded TTF files. Georgia and Calibri were removed as they were silently substituted with different fonts.

A Regenerate button on the results page lets you get a fresh summary from Claude without leaving the page. A confirmation dialog prevents accidental regeneration, and an animated skeleton overlay shows while the new summary loads.

You can now edit the client name directly on the results page using the pencil icon. Changes update the email subject line and are saved to the summary record if the summary has already been saved.

Downloaded PDFs now include your website and firm name in the footer (matching the DOCX). Section headings (Summary and Recommendations) that were missing from the client-side PDF are now rendered correctly.

Admins can now enable or disable email notifications per user from the admin panel, and view MFA status for all users.

Synopsist now integrates with Zoom via webhook. When a Zoom meeting ends and transcription is enabled, the transcript is automatically retrieved and processed into an executive summary.

You can now add a custom closing page (e.g. 'Ways We Can Help You') in Settings. It appears as the final page of every PDF and DOCX you generate.

Connect your Google account and Synopsist will monitor your Meet Recordings folder in Drive, automatically processing new transcripts and Gemini-generated meeting notes.