Early Access
Client-facing professionals spend 30+ minutes after every meeting writing follow-ups — then lose the thread months later. Synopsist connects to Zoom, Google Meet, Teams, and Webex, writes the summary, and remembers the rest.
Early access · Onboarding advisors one at a time · Demo call included
Executive Summary
Smith Family · June 2026
Retirement Planning & Income
You are on track to retire at 63 with your current savings rate. We discussed adjusting your 401(k) contributions to maximize...
Investments & Allocation
Your current portfolio is weighted 70/30 equities to fixed income. Given your timeline, we discussed shifting to a...
Tax Planning
We reviewed your estimated tax liability for 2026 and identified an opportunity to harvest losses in...
Generated automatically from your Zoom recording
30+ min
saved per meeting
4
platform integrations
$59.99
per month to start
How it works
Three steps. Zero extra work.
Connect your platform
Link Zoom, Google Meet, Microsoft Teams, or Webex from the Integrations page. Takes about two minutes.
Have your meeting
Run your client meeting as normal with transcription enabled. Nothing changes on your end.
Receive your summary
Synopsist processes the transcript automatically, delivers a branded summary ready to send, and files it against that client's record.
Features
Everything you need. Nothing you don't.
Automatic processing
Connect Zoom, Google Meet, Microsoft Teams, or Webex once. Every recorded meeting is processed into a summary the moment it ends.
A page for every client
Each client gets their own record: full meeting history, contact details, and private notes — built automatically as you meet with them.
Open threads across meetings
A commitment made in February that is still unresolved in August stays visible, along with anything blocking it. Mark a thread resolved when it is genuinely done.
Client briefs before you meet
Generate a brief for any client that pulls together where things stand, what is still open, and what may be worth raising this time.
Your firm's branding
Upload your logo, set your colors and fonts, and every summary looks like it came from your firm — not a generic template.
Structured by section
Summaries are organized by topic — Retirement, Investments, Tax, Insurance, Estate Planning — with action items under each.
PDF and DOCX download
Download in any format. Send the PDF directly to your client or keep the DOCX for your records.
Client email delivery
Send the summary straight to your client from the results page — with your firm's name in the from field.
Manual upload
Don't use an integrated platform? Upload any transcript file manually and get the same output.
Integrations
Works with your existing stack
Pricing
Simple, flat pricing
Early access users get priority pricing. No contracts.
Manual
$59.99/month
- Unlimited manual uploads
- Custom branding
- PDF & DOCX download
- Client email delivery
- Custom sections & instructions
Automation
$99.99/month
- Everything in Manual
- Zoom integration
- Google Meet integration
- Microsoft Teams integration
- Webex integration
- Automatic processing
- Google Drive sync
Firm
- Everything in Automation
- Up to 5 seats
- Shared firm branding
- Centralized admin panel
- Team member management
Ready to get your 30 minutes back?
Request early access and I'll personally reach out to schedule a demo call.