Two tools live, six in preview
Live
Document Filing
Signed documents read, named to the convention and filed to the right client.
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Email Watch
Unanswered opportunities, follow-ups and friction, flagged in Teams.
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Preview
Client knowledge
Answers across all 2,400 client files, and watches for the gaps. 60 seconds.
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Telegram
Every message matched to a client and put on the record. 60 seconds.
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Drafting
A request becomes a draft, named and filed. 90 seconds.
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Client 360 briefing
A one-page brief before every client meeting. 60 seconds.
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Control tower
Demand, obligations, record and payments, in four screens. 2 minutes.
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Payment approval
One card instead of a thread, and a register of decisions. 60 seconds.
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