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Welcome to Hazel!

Hazel brings your client world into focus so you can move faster, stay organized, and show up prepared for every conversation.
Hazel gathers the details across your CRM, recent client communications, and custodial data, then turns them into a clear, usable view of what matters right now. At the center is Hazel’s intelligence layer, built to connect the dots across client profiles, conversations, and account context. With Ask Hazel, you can interact with your data in plain language and get clear, actionable answers. Ask for a quick client recap before a call, the latest activity across a household, or for advanced tax analysis and scenario planning. Hazel pulls the relevant context together and presents it in a way that is easy to use, not just easy to read. For Altruist firms, custodial data is now available in the same conversational experience. You can ask questions about balances, holdings, recent changes, and more, and get responses grounded in the latest available account information. This is what it feels like to run your day with everything you need at your fingertips. By Setting up your CRM and Email, Hazel can…
  • Pull together client history in seconds so you’re always prepared.
  • Proactively highlight follow-ups, deadlines, and opportunities.
  • Give you a daily prioritized view of tasks, meetings, and emails.
  • Eliminate the need to jump between tools — everything lives in Hazel.

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Onboarding

Getting started with Hazel is quick and simple. Watch this short video below and complete the steps below to unlock Hazel’s full potential.
  1. Sign in via Preferred Method
Time stamp: 0:00 Log in by selecting your email provider or Altruist SSO. Onboardingsignin

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2. Connect your Email & Calendar

Time stamp: 0:16 Simply click on your email service provider to connect your email and calendar during registration.
Connect
Hazel integrates directly with your email and calendar so it can:
  • Help you prepare for meetings with agendas and context.
  • Draft emails in your voice for quick client communication.
  • Ensure your daily priorities are up to date.
In order to do so, we need permission to view events on your calendar. And we need permission to read, compose, and send emails on your behalf. More on Email & Calendar integrations here.

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3. Connect your CRM

Time stamp: 0:30 With your CRM connected, Hazel has the context it needs to assist you with your client interactions. Onboardingcrm By connecting your CRM, Hazel can:
  • Import and sync contacts, tasks, and notes.
  • Surface client history in seconds within Chat.
  • Keep your CRM updated with meeting notes and follow-up tasks.
In order to do so, we need permission to access all the data in your CRM and to push data to your CRM. More on CRM integrations here.

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4. Set up Billing

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Onboardingbilling
Enter your billing information to continue using Hazel uninterrupted after your trial expires. More on tiers and pricing here.

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5. Invite your Team

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Onboardinginviteteam
Collaboration is better with Hazel. From the registration page, Owners can invite Advisors or Assistants to join the firm’s Hazel workspace. Once invited, team members can collaborate on meeting prep, follow-ups, and client support right away. More on Member roles and permissions here.
Once these steps are complete, Hazel becomes your daily partner — preparing you for meetings, drafting communications, surfacing client insights, and helping you prioritize your day.