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What is the AI contact summary, and can I change its format?

The Contact Summary on the Overview tab is an AI-maintained narrative of the relationship, refreshed automatically.

Two layouts are available:

  • Classic — Overview, Family & relationships, Financial situation, Meeting history, Estate planning.
  • Command center — What matters, Where things stand, Needs attention.

Use the refine option on the summary to tell Omega what to emphasise. Your instruction is remembered for future summaries, and you can choose to Apply to all my contacts or, with the right permissions, Apply firm-wide.