Products
Tools we've packaged up
Every product started as a service we kept delivering. Once we'd refined it enough, we packaged it — so you can use it without a custom engagement.
Early Access
The self-maintaining client record
Synopsist is built for financial advisors, CPAs, and insurance agents who spend hours writing meeting recaps — and then lose track of what was said. Every recorded meeting becomes a structured, branded summary delivered to your client, and is filed against that client's record. Over time each client builds a history: past meetings, private notes, and open threads carried across meetings so a commitment made months ago does not quietly disappear.
More on the way
We're turning our most repeatable service work into standalone products. Follow along or reach out if you have a workflow you'd like to see packaged.
Get in touchNeed something custom instead?
If none of our products fit, we build bespoke backends from scratch.