A workspace for each client entity: every document on file from every product, standing known facts, and an assistant scoped to that entity, with its own history and memory.
Free to start, no credit card required · Every entity has its own memory
Harrington Family LP · everything on file
operating_agreement.pdfIntake
form_1065_2024.pdfReturn
K-1 · Meridian Holdings LLC.pdfK-1
brokerage_1099B_2024.pdfChat
Every download recorded
Known facts · told to the assistant on every question
·Cash basis taxpayer
·§754 election in effect since 2021
·16 partners, all individuals
·GP takes 20% carry
Typed once, never re-explained chat after chat
This entity's assistant
✦ Ask anything about Harrington Family LP…
Its own chat history and memory, separate from the firm-wide assistant, grounded in the 4 documents on file.
One document record
Intake uploads, chat attachments, filed returns, and distributed K-1s collect in one list per entity, and any loose document can be assigned where it belongs.
Known facts
Standing notes about the entity (basis, elections, quirks) told to the assistant on every question, so nobody retypes them chat after chat.
A per-entity assistant
Ask about one client in a chat with its own history and memory, separate from the firm-wide assistant and grounded in that entity's documents.
Recorded access
Each document download is recorded, so you always know who pulled what, and when.