Chat
Run it all from a conversation
There’s no maze of menus and no cast of named “agents” to manage — the platform itself is the intelligence. Ask a question in plain English and get a real answer back, not a link to go find it yourself.
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.
- 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
Less paperwork. More business.
Seats open in small batches — join the waitlist and you’ll be first in line when yours is ready.