Hazel preps you for your day, so you stay client-focused
Start each morning with a daily digest feed. Hazel scans your inbox, calendar, and CRM to surface what truly matters. For every client on your schedule, Hazel delivers a tailored briefing so you walk in prepped and confident.

Hazel takes notes while you build relationships
In every meeting (online or in person) Hazel records, transcribes, and summarizes with precision. Hazel captures the action items, context, and moments that matter most, so you can stay present and connected with your clients.

Hazel does the busywork. You do the brilliant work
Hazel monitors your inbox throughout the day, identifying messages that need your attention and auto drafts thoughtful replies based on all your connected data for you to review and send. Hazel works hard to move your relationships forward.

Hazel gets you instant answers
Ask anything about a client, a meeting, or your firm. Hazel searches across your documents, emails, notes, CRM (even complex files like tax returns or estate plans) to deliver clear, reliable answers at lightning speed.