Leeward AI Factory Preview

Client knowledge agent

A question answered across every client file

The question
Glenn Kennedy · asked from Claude

“Which clients have no compliance document at all?”

What the agent does
Reading the question 0.9s

Read “compliance document” as the Compliance class, the one 94% of client files hold.

Compliance · 2,217 of 2,350 client files
98%
Counting 2.1s

Counted across every client file, not only the ones a search happens to return.

543,539 documents · 2,410 client workspaces
99%
Citing 0.7s

Named each client and what it already holds, so the gap can be judged.

133 clients · ranked by documents held
97%
Why the file is empty held

Not in the data. The agent reports the gap.

Needs a human
The answer
133

client files hold no compliance document at all, out of the 2,350 that hold documents. These four are the best stocked among them.

  • Gm Echo Manager Ltd (4435)280 documents
  • Pathlight Capital LP (3241)179 documents
  • KiloAngel 2, L.P. (4365)178 documents
  • GPB Automotive Income Fund, Ltd. (4431)135 documents
  • and 129 more
And it watches without being asked
109
Workspace names off convention
OpenTrade SPC-General (3627.l00)
lowercase L for the digit 1, 266 documents behind it
96
Entities with nowhere to file
Somnia ServiceCo Ltd sits under
Statutory / Virtual Society BVI, the old group name
69
No Annual Return for 2026
of the 310 clients that file one.
Not found in the DMS, which is not the same as not filed