Release Notes

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June 2026

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New features

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Team management: Groups and automatic rules

Manage who on your team can see which clients without sharing one record at a time. Create Groups and share households or contacts with the whole Group at once, then add automatic rules to share clients that match by Owner or Tag—including any future clients that match. See Managing Teams.

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Hazel Android app

Record your in-person client meetings right from your phone and sync them automatically to Hazel. The Hazel app is available on iOS, and now on Android too. Download from the Google Play Store

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Get insights on every client meeting

See how you ran the meeting, not just what was said. Hazel shows you your talk-to-listen ratio, the number of questions asked, and the sentiment of the conversation. Use it to give every client a better experience. ghts on every client meeting

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May 2026

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New features

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File generation and polished reports available in chat

We added file generation to Modes and Ask Hazel, so Hazel can produce downloadable files—like PDF reports—right from a Mode or a chat. See Custom Modes. Ask Hazel for a report—a tax analysis, a plan summary—and get back a clean, consistently formatted PDF with a uniform layout, charts, and disclaimers, ready to download right from the chat. See Ask Hazel.

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See where every tax number comes from

Tax Mode dashboard cards now have a toggle that reveals the source and derivation of each figure—brackets, deductions, MAGI, Medicare, and more—so you can show clients exactly how a value was calculated. See Tax Planning.

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Improvements to in-person meetings

Improvements to how the audio is captured, separated by speaker, and flows into the same notes, tasks, and analysis as your virtual meetings. See Recording a meeting.

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Improvements to meeting agendas and pre-meeting prep

Hazel’s meeting agendas are now more powerful—pulling in relevant context about the household, including account details from your custodian—and you can run pre-meeting prep with one click. See Preparing for a meeting.

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Minor improvements

• iPhone photos accepted. HEIC and HEIF images convert automatically on upload, so you can attach iPhone photos without a format error.
• Tasks filters that stick. The Tasks view now remembers your filters between visits and lets you apply several at once.
• More reliable meeting recording. Fewer duplicate or missed notetaker bots, and steadier post-meeting processing.

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April 2026

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New features

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HubSpot integration

Connect HubSpot to Hazel for a bidirectional sync of contacts, households, tasks, and notes. Updates flow instantly from Hazel to HubSpot, and HubSpot syncs back every 60 minutes—including a full historical backfill on first connect. See HubSpot.

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Redesigned Meeting Details

A reworked meeting page brings the summary, agenda, and full transcript into one feed, with attendees up top, a cleaner tasks panel, and a one-click button to sync notes to your CRM. See Recording a meeting.

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Rich, interactive answers in chat

Hazel can now answer with formatted, interactive components—tables, bar/line/pie charts, metric cards, and callouts—so the numbers and comparisons you ask for come back ready to read at a glance. See Ask Hazel.

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Sync a tax analysis to Salesforce

When Hazel produces a tax analysis, push it into Salesforce with a single button—Hazel adds a note on the household and attaches the analysis PDF under the household’s Files. Requires a connected Salesforce CRM. See Tax Planning.

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Compliance archiving with Hadrius

Connect Hadrius from Settings to automatically archive your recorded meetings and transcripts for compliance, delivered after each meeting is analyzed. See Integration settings.

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Minor improvements

• Sharper meeting notes and transcripts. Upgraded language and speech models make summaries read more naturally and in-person transcripts more accurate.
• Image documents supported in Tax Mode. Drop in a photo or scan of a tax document and Hazel reads its figures into your analysis.
• Filter meetings by household. The meetings list now has a household filter and shows participants as a column.
• Faster email lists. Email views load noticeably faster and flag which messages have attachments.

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March 2026

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Modes

Create custom Modes that teach Hazel how you work. Set up your instructions, templates, and preferences once — then have them one click away in any new chat. Build a Firm Coach Mode so advisors can tap into firm best practices instantly or an Estate Planning Specialist Mode that produces a summary, asset distribution by scenario, and recommendations the moment you upload an estate plan. See the overview or visit our Modes prompt library to see how other advisors are putting Modes to work.

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Tasks

You can now create, edit, and delete tasks from a dedicated Task view, or ask Hazel to create one for you in chat. For example: “Hey Hazel, create a high priority task due tomorrow to complete the ACAT for The Smith Family.” This view is great for advisors that see a surge of clients per day or for firm managers that want a way to see what’s been assigned and what’s still pending for their team at a glance.

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Tax Mode and Chat reliability improvements

In Tax Mode, federal income tax brackets now include an improved visualization for ordinary income. We’ve also made chat more resilient. Hazel now displays a clear indicator when a conversation is getting too long, and automatically retries if our infrastructure is unavailable.