Obsidian Adviser

Features • iPad and tablet support with an adaptive layout that adjusts content, navigation, and sheets for larger screens • Rich-text meeting notes editor with bold, italic, headings, lists, and links, plus @mention support for tagging clients, households, and other items • Meeting summaries are now editable on mobile • Redesigned calling flow with full-screen contact search, on-screen keypad, and simplified in-call screen • Caller-ID verification onboarding guides you through verifying your number from the calling tab • Title and marital status fields added to client profiles • "Relationship" renamed to "Household role" for clarity • Navigation and create buttons moved to the bottom bar for easier one-handed access• Filter, sort, and search your client and household lists — toggle the search bar, apply sort and filter options, and clear them in one tap • See meeting participants at a glance with a compact "with Alice, Bob, +2" label; tap to view, add, or remove attendees • Client profiles now show Relationships instead of the old Family & dependants section — link to real person records, add relationship types, and tap through to related profiles • Power of Attorney on Objectives & risk now links to a firm person record with a searchable picker, so the attorney is a real profile you can navigate to • Will and estate planning is now a structured form: will status, last reviewed date, location, executors, trust in place, and IHT planning — replacing the old free-text box • Tasks now support checklists — add items, tick them off, rename, reorder, and delete, all from the task detail screen. Each completed item shows who checked it and when. Fixes • Fixed an issue on Android where recordings made offline could be lost • Fixed AI chat jumping to the bottom while a response is streaming • Fixed audio level bars not resuming after pause/resume • Fixed unexpected logouts during brief network interruptions • Starting a call when your caller ID isn't verified or the client has no phone number now shows a clear error message instead of failing silently • The app no longer gets stuck connecting to the wrong server after a reinstall — a fresh install always starts clean • Fixed a rare crash when the app tried to read secure data while the device was locked in the background Improvements • AI chat tool activity groups into collapsible summaries • Offline recordings show a friendly message and upload automatically when back online • Cleaner transparent navigation bar on Android • Improved empty states in task and file tabs • Refreshed icons throughout the app for a cleaner, more consistent look