June 12, 2026 this weekin review

Review, unblocked

Two walls came down in the Sessions review this week — the page that wouldn’t scroll, and the client you couldn’t link.

FixedThe review page scrolls. Long drafts clipped at the fold — funding source, action items, and the follow-up email were unreachable. The whole Sessions zone now scrolls like every other surface.
NewLink the client after the session. Started a session “without a match”? The review now carries the client picker — look them up by email, link, and approve. No more dead end.
ImprovedRight center, automatically. Linking a client late also pulls their center, so the record files where it belongs instead of defaulting to the Lead Center.

June 11, 2026 wednesday

Your skills, your shelf

Advisor Tools grew an authoring side — the deliverables you ask for weekly can now be skills you wrote yourself.

NewCustom skills. Upload your own SKILL.md — your framework, your tone, your deliverable — and run it like any built-in skill.
NewTools, wired for real. The workflows and skills on /tools now run against the live backend with a guided canvas.
NewResearch → Notebook. Save a synthesized research answer straight to your notebook, sources and all.
ImprovedSettings legibility. The AI-model toggle wears its selection clearly now.

June 10, 2026 tuesday

Sessions — capture to filed, one screen

The big one. Record a client meeting — in the room, over Zoom, or paste a transcript — and review AI-drafted notes where every claim links back to the words that earned it. Approve, and it writes to Neoserra under your counselor record.

NewEvidence-linked review. Every drafted field carries a ¶ sources chip — click it and the transcript scrolls to the cited passages. Low-confidence calls wear an amber Verify flag.
NewThe accuracy gate. Approve stays locked until the Neoserra checklist is green — and a rejected write becomes a visible retry, never a silent loss.
NewYour clients, as a rolodex. /clients pulls your book from Neoserra with last-meeting snippets and rich cards.
NewUp next. Your Google Calendar’s next session, one click from prepped.
ImprovedIdentity, hardened. Counselor matching survives husk tenants, hidden keys, and slim list rows — sessions file under you.
ImprovedPick your model. Settings now offers Claude Sonnet or Gemini Flash as your primary brain.
FixedLive Translate connection — constrained endpoint, token-locked config, and a caption-the-client rework with type-to-speak replies.

June 9, 2026 monday

The notebook learns some manners

NewLearn portal. A guided tour of the whole workbench — syllabus home, lesson pages, your progress remembered.
NewNotebook views. Grid or list, your call. Plus edit-and-delete with a polite confirm.
ImprovedGraph-paper texture behind the notebook and splash — the thinker’s-tool detail that ties the surfaces together.
ImprovedVoice speaks sooner. Translation streams sentence-by-sentence in the picked language instead of waiting for the whole thought.
ImprovedChat’s three signature moves — the typewriter greeting, hover arrows, and the red⇆blue swap.

June 8, 2026 sunday

Context, voices, and a tidier desk

NewDocuments as context. Paperclip a file into chat — the model reads it before it answers, with a PII heads-up before anything leaves the room.
NewLive transcription, three engines deep. Word-by-word captions with language picking, falling back gracefully.
ImprovedFive curated voices in settings, with live preview and global toasts.
ImprovedSidebar rhythm + composer tray — attachments live inside the input now.