The client as a story. The judgment as artifacts. The book as a map.
Your voice as the fastest pen — and twenty years of notes answering in
a sentence. Everything below is interactive; everything cites.
The client view
A person, not a portfolio.
Open a household and meet the family before the balances — and
trace any move to the note it stands on.
The ledger: systems, your hand, and Thursday’s moves — side by
side.
Heirs are people in the file, with their own history and
channels.
Every brief shows how much of it came from you.
Hover a move — watch it find its sources.
RODRIGUEZ · $4.2M · THURSDAY 2:00 PM ·
68% FROM YOU
FROM YOUR NOTE · 12 FEBLead the
de-risking through the overlay — his stated worry.
FROM YOUR NOTE · 3 MAROpen with
Eliana’s cover — Sofia’s yes comes first.
SOURCESYour 12 Feb note · Schwab drift
record (today)
SOURCESYour 3 Mar note · CRM
policy status
JAMES · ENGAGED — SOFIA · ENGAGED — ELIANA · IDENTIFIED
The artifacts
Judgment you can hand across a table.
Briefs, letters, stories — and videos that narrate the family’s
story scene by scene, with every scene citing its source.
Briefings assemble 90 minutes before the meeting — three moves,
hallway-readable.
Stories draft in your voice, from writing you’re proud of, then
queue for review.
“Nothing here was generated” has to survive the play button too.
Press play — the citation changes with the scene.
BRIEF · TODAY68% FROM YOU
“Lead the de-risking through the overlay — his stated worry, and
the yes that opens the rest.”
THREE MOVES · HALLWAY-READABLE · EVERY LINE CITES
VIDEO · TEN YEARS OF THE CHEN FAMILY3:40
Scene 1 of 3 — “three weeks after the startup sold”
THIS SCENE CITES: SCHWAB RECORDS · 2016
APPROVED — M. OSEI, CCO · V3 · IMMUTABLE
STORY · DELIVERED · OPENED TWICE
“Ten years ago, you moved the first account with us.”
The map & the graph
Your book, laid out where you can see it.
The map is the book’s front door. Change the filter once — list,
map and timeline all agree.
Filter-driven pins and region roll-ups; the quiet clients made
visible.
Pin to household card in one click.
The family graph draws your connections in your colour.
Try the filters, then click the Bay Area cluster.
10BAY AREA
4DENVER
7CHICAGO
3AUSTIN
WHITMAN · $6.8M · RMD IN 21 DAYS
“Trust language unconfirmed — grandkids never met.”
— YOU · 2 YEARS AGO · STALE OPEN THE FILE →
24 HOUSEHOLDS SHOWN · SAME FILTER IN EVERY LENS
Voice memos
Say it while it’s fresh.
Talk for thirty seconds walking to the car. The file records your
words verbatim and proposes what it noticed — nothing saves until
you say so.
Your voice, on the record verbatim — signed and timestamped.
New people, liquidity signals, family dynamics — proposed as
questions, never written as facts.
It listens against your own history: recall, not discovery.
Tap the mic.
RECORD A NOTE · RODRIGUEZ
NOTHING RECORDS — THIS IS THE CHOREOGRAPHY
“…the real story is Sofia — the sell happens when she says
protection. Also James mentioned his brother might need help
this year, some kind of buyout…”
— YOU · ON THE RECORD, VERBATIM
PERSON“his brother” — new. Add to the
cast?
SIGNALBuyout — watch this year?
DYNAMICMatches your Feb note. Link
them?
3 PROPOSED · 0 SAVED WITHOUT YOU
The askable file
Twenty years of judgment, searchable in a sentence.
Ask in plain language. The answer arrives assembled — with its
sources attached, and honest about its edges.
Ask across the whole book, or inside one household’s file.
No citation, no sentence.
“Nobody has asked him — that question is yours” is the file
knowing its edges.
Click the question.
ASSEMBLED FROM 3 OF YOUR NOTES + 1 TRANSCRIPTTwo households. David Chen is the live one — his startup opened a
tender window this morning; you flagged concentration when he
first mentioned the liquidity event.
TRANSCRIPT · 3 JUL — UNCONFIRMEDMiguel
Delgado mentioned an old landscaping business in his intake call —
“mostly wound down, keeps the truck.”
WHAT THE FILE CANNOT ANSWERWhether David wants to sell into the tender. Nobody has asked
him. That question is yours.
YOUR NOTE · SEP 2024TRANSCRIPT · JUL 2026
Reads from the systems you already run
Microsoft 365Email threads, calendar, meeting invitesLIVE
SalesforceHouseholds, contacts, account recordsNOT YET OPEN
Other CRMsClient records, activitiesNOT YET OPEN
Google CalendarCalendar, meeting invitesNOT YET OPEN
Held-away accountsBalances and positionsNOT YET OPEN
Yours not here?Tell us what you run — connectors move up the list by
request.CONTACT US →
COLLECTORS ARE READ-ONLY BY CONSTRUCTION. THEY FILL THE FIRST
COLUMN SO YOU NEVER HAVE TO — AND THEY CANNOT WRITE A NOTE.
Every view reads the same file — and the file is only as good as
what you put in it.
Watch a Thursday assemble from one household’s notes.