Records & CRM
Records that fit how your team actually tracks work.
Custom fields, linked documents, activity history, and a built-in task board — relabeled for whatever your business tracks: clients, matters, or accounts.
Records that match your industry
Start with clients and contacts, then relabel the record to fit your team — legal teams call them Matters, wealth teams call them Accounts — and add the custom fields you actually track. Carriers, tools, and resources come as their own built-in modules.
- Relabel Clients → Matters, Accounts, and more
- Custom fields: text, number, date, select, checkbox
- Required-field and sort configuration
- Per-tenant schema
Everything tied to the record
Policies, documents, notes, and tasks all live on the record, so context travels with the work — and the assistant sees the whole picture when it answers.
- Policies, documents, and notes on every record
- Typed activity: calls, emails, meetings, notes
- Tasks link back to the client they're about
- Open the source in one click
A task board, built in
A drag-and-drop board keeps the team's work moving. Columns are yours to configure, tasks carry an assignee, priority, and due date, and any task can link back to the client it's about — with a “My open tasks” view on the dashboard.
- Drag-and-drop Kanban board
- Custom columns per tenant
- Assignees, priorities, and due dates
- Tasks linked to clients · “My open tasks” widget
Activity history
Every change is timestamped and attributed. The audit trail is append-only, exportable, and surfaces in the assistant's context when relevant to a question.
- Append-only audit trail
- Filter by user, type, time range
- Exportable
- Surfaces in the assistant's context
The assistant reads and updates your records
Ask record-shaped questions — which clients renew this month, which tasks are overdue — without leaving the chat. The assistant can also draft a note or create a task, proposing each change for your one-click confirm. It cites the record it pulled from and respects the same permissions the user already has.
- Answers record-shaped questions from live data
- Creates tasks and drafts notes — with your approval
- Honors the user's permissions
- Cites the record it pulled from
Permissions & access
Role-based access by default, scoped to your tenant. Microsoft 365 / Entra single sign-on is available on Business and above, using your own directory; broader SSO is on the roadmap.
- Role-based access (admin / user)
- Tenant isolation on every query
- Microsoft 365 / Entra SSO on Business+
- Audit log for sensitive actions
Built so your most sensitive documents can live here.
Tenant isolation
Your documents, conversations, and embeddings live in a workspace only your team can reach.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest, on isolated cloud storage.
Citations on every answer
No floating claims. Every response links to the exact source paragraph.
You approve every write
The assistant proposes actions — a task, a note — and waits for a human to confirm before anything changes.
Never used to train shared models
Your data is never used to train models that touch any other customer.
Compliance-ready
SOC 2 Type II in progress. DPA on request.
Stop searching folders. Put your AI to work.
A 20-minute walkthrough on your own documents and your own book. No slideware, no scripted demo — your real questions, your real answers, and the follow-up work it can tee up for you.