One file. Everything you need from it.
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.
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.
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.
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.
OPEN THE FILE →
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.
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.
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.
See a Thursday