A client record that maintains itself.
Synopsist writes the summary after every Zoom, Teams, Google Meet, and Webex call — then files it against that client, tracks what's still unresolved across meetings, and tells you who's overdue for a follow-up.
Your notes app forgets. Your practice shouldn't.
- Built for advisors, CPAs, and insurance agencies
- You own everything we build
- No engineers to hire or manage
4 meetings · since Feb 2026
Sarah & Michael Chen
Open threads
529 for grandchildren
Raised Feb 12 · still open
Roth conversion strategy
Last discussed Jul 8
Estate plan update
Blocked by pending tax review
The problem
Admin work is stealing your practice time
30+ minutes per meeting, just on notes
After every client call you re-type the same recap, manually format action items, and hope you didn't miss anything important.
Compliance expects documentation
Your industry expects records — FINRA and SEC for advisors, state boards and licensing requirements for CPAs and insurance agents. Generic note-taking tools weren't built for that — and your CRM doesn't write the follow-up for you.
Nothing remembers the last meeting
A notetaker hands you one summary and forgets it. Six months later, nobody can say what was promised in March, what's still unresolved, or which client hasn't been called back.
Flagship product
The self-maintaining client record
Connect Zoom, Google Meet, Teams, or Webex once. Every meeting becomes a branded, client-ready summary — and then keeps working: filed to that client's record, with open items tracked across meetings so nothing quietly falls through.
- Fully automatic — no manual trigger after every call
- A page per client: history, contacts, and private notes
- Open threads tracked across meetings, not just within one
- Client briefs before a meeting — what's open, what to raise
- Follow-up reminders when a client goes quiet
- Branded PDF and DOCX, cloud sync to Drive
30+ min
saved after every meeting
4
meeting platforms supported
< 30s
average generation time
100%
branded to your firm
Coming next
More advisor tools in the pipeline
Synopsist is the first product under the Mestor Technologies umbrella. Each one solves a specific, repeated problem for advisory practices — built by the same team, designed to work together.
CRM Sync
Automatically push meeting notes and action items into your CRM the moment a meeting ends — no copy-paste.
Compliance Vault
Structured, searchable archive of all client communication and documentation for audit-ready records.
Proposal Builder
Generate branded client proposals from a meeting summary with a single click.
Custom work
Need something built just for your firm?
Beyond our products, we take on custom projects — APIs, automations, integrations, and data workflows built specifically around your practice's tools and processes.
Workflow Automations
Automation that handles summaries, document drafting, and classification — tailored to your firm's workflow.
Third-Party Integrations
Wire up your CRM, email, calendar, and meeting tools so data flows without manual copying between apps.
Data Pipelines
Automated syncs between your platforms so your reporting and compliance records stay current.
Ready to stop writing meeting notes yourself?
Book a free 30-minute demo. We'll show you how Synopsist works and scope out any custom work your practice needs.