The new structure improves both preparation and summaries by making each meeting type more intentional. You’ll see clearer guidance before meetings and more structured, relevant outputs after, so notes are easier to review, share, and act on.
Existing accounts can opt in starting April 10th. New accounts will use the updated meeting types by default.
Why this update matters
The previous meeting types were more generic and often required manual adjustments to fit real workflows.
The new meeting types are designed to:
Match how meetings naturally progress from prospecting to ongoing client management
Reduce the need for manual editing during and after meetings
Surface key insights, decisions, and client context more clearly
Keep summaries focused on financial conversations rather than generic notes
What’s changing
Meeting Type | What’s changing |
General Meeting Summary → Internal Meeting | Introduces a structured Decisions & Insights view and captures outcomes and next steps directly in the summary, making internal alignment clearer and faster to review |
Client Meeting → General Client Check-In | Adds a Client Profile Snapshot for quick context, replaces rigid bullet points with more natural documentation, and introduces dedicated sections for Beneficiary Updates and Personal Updates |
Plan Review → Plan Proposal | Shifts from a backward-looking review to a forward-looking proposal structure, with clearer presentation of recommendations, outcomes, and next steps |
General Client Check-In | Becomes the default client meeting type for new accounts, with improved structure and upfront client context |
Discovery Meeting | New structured flow for early prospect conversations, focused on understanding needs and establishing fit |
Insurance Discovery Meeting | Adds insurance-specific prompts and structure for more relevant fact-finding in insurance-led conversations |
Client Intake | Introduces a structured format to capture detailed financial information for onboarding and plan creation |
Client Review | Adds a dedicated structure for ongoing reviews, focusing on portfolio performance, goals, and life changes |
Plan Proposal | Improves how financial plans are presented, with clearer recommendations and explicit next steps |
Internal Meeting | Enhances internal summaries with clearer decisions, outcomes, and more focused discussion formatting |
Private Meeting | No change |
Dictation | No change |
What’s new
Some meeting types are already available, while others will be introduced on April 10th.
Already available:
Internal Meeting
General Client Check-In
Plan Proposal
Coming April 10th:
Client Review
Client Intake
Discovery Meeting
Insurance Discovery Meeting
How to update
You can apply the new meeting types in two ways:
From Settings
Go to Settings → Meeting Types
Click “Update for better prep and summaries”
Review changes and select “Update all meeting types”
From a meeting when the update was done:
Open an upcoming meeting using a legacy type
Use the banner suggestion
Click “Update meeting”
What happens to your customizations
Agenda and scorecard configurations will be replaced by the new defaults. Before updating, you can back them up.
Custom templates remain available in the Template Library and can be reused or reapplied.
Past meetings are not affected.
If needed, you can recreate your previous setup or revert using custom meeting types.
FAQ
Is the update mandatory?
No. You can continue using existing meeting types and update when ready.
Will my past meetings change?
No. Only future meetings are affected.
Can I update one meeting type at a time?
Yes. Either from Settings or directly from a meeting.
Can I revert after updating?
Yes. You can recreate previous setups using custom meeting types.