Chat
Ask a question, get the answer — not a link
No maze of menus, no cast of named “agents” to manage. Ask “how’s the Meridian retainer?” and a live card comes back with the real stage, the last touch, and what’s owed — then tell it to draft the check-in and it does.
The answer, not a link
A live card showing the deal’s real stage or the document’s real draft — not a search result.
One source of truth
Chat reads the same records every other module writes to. Nothing to keep in sync.
Threads that persist
Named Conversations survive reloads — pick up a client thread from last week where it left off.
How it works
Ask in plain English
One input for every part of the workspace, no menu-hunting.
Get a live card back
The real deal stage, document draft, or task list, not a link out.
Tell it what to do next
Draft the check-in or log an update; anything sent to a client waits for your approval.
- One input for every part of the workspace — no menu-hunting to find where a client lives
- Answers render as live cards for deals, tasks, and documents, not text summaries or links out
- Grounded in your workspace: every client, deal, document, and past email is queryable
- Named, persistent Conversations — pick up where you left off, days later
- Ask it to act, not just answer: draft a document, log an update, move a deal stage
Part of one workspace
Every part reads and writes the same records, so nothing has to be kept in sync.
Less paperwork. More business.
Seats open in small batches — join the waitlist and you’ll be first in line when yours is ready.