For advisors who custody with us:
Here’s your
60-day free trial.
Free 60-day trials begin when the first person at your firm initiates the free trial offer.

when paid annually*
Watch your firm thrive while Hazel writes follow-up emails, parses documents, does in-depth meeting prep, transcribes notes, integrates with your CRM, answers complex questions about your practice, and more.
*$60/user/mo when paid monthly.
+$16.67per staff user/month,
Easily give your team access to Hazel’s search tools—while advisors keep the more advanced meeting features.
*$20/user/mo when paid monthly.
For advisors who custody with us:
Free 60-day trials begin when the first person at your firm initiates the free trial offer.
For advisors who don’t custody with us:
Free 30-day trials begin when the first person at your firm initiates the free trial offer.
Free trial periods begin when the first user at your firm activates the offer. For firms that custody with participating partners, the trial period is 60 days; for firms that do not custody with participating partners, the trial period is 30 days. At the end of the applicable trial period, your subscription will automatically convert to a paid plan at the then-current rate unless canceled before the trial ends. Features available during the trial are the same as those included in a standard subscription and remain subject to usage limits and service availability.