Live
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.
Free for 30 days, no card needed · 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
$25
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 own branding
Upload your logo, set your colors and fonts, and every summary looks like it came from you — not a generic template.
Structured by section
Summaries are organized under the headings your work needs — Property Requirements and Financing for an agent, Retirement and Tax for an advisor — 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 business 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
No contracts, and no setup fee.
Basic
$25/month
- Unlimited summaries from transcripts, Word, PDF or notes
- Upload a recording — phone calls, in-person meetings, voice memos
- Filed into your CRM — Salesforce, HubSpot, Wealthbox and more
- Saved to Google Drive or OneDrive
- Record in-person meetings with the desktop app
- Custom branding, sections and instructions
- PDF and DOCX download, or emailed to the client
Advanced
$50/month
- Everything in Basic
- Zoom, Google Meet, Teams and Webex — Synopsist joins and records
- Summaries arrive on their own after every meeting
- Open threads tracked from one meeting to the next
- A brief on each client before you meet them
- Follow-up reminders when a client goes quiet
Premium
$75/month
- Everything in Advanced
- Call clients from your own Synopsist number
- Your phone rings first — nothing to install
- Every call recorded, transcribed and summarised
- Calls filed to your CRM like any other meeting
- Includes 500 minutes a month
Ready to get your 30 minutes back?
Request access and I'll personally reach out to schedule a demo call.