Inquiry Workspace

Select an inquiry

Start a new inquiry to build a customized estate plan package.

AI workflow

Next steps

No AI workflow yet. Save intake, add transcripts, then click Refresh.

    1. Transcript

    From CRM

    Pick one or more transcripts uploaded on this contact in CRM (client profile → Step 1 — Import meeting transcripts at the top). Load selected merges them into the preview, then run Analyze before filling intake.

    CRM transcripts
    Optional: set source, paste, or import a file

    Transcript summary

    Run Analyze to generate a short summary of the transcript text above.

    Extracted Themes

      Action Notes

        Detected People / Roles

          2. Intake

          Client Profile & Questionnaire

          3. Template

          Plan Framework

          4. Output

          Memorandum of estate plan terms (draft)

          Generated as a binding-style memorandum (recitals, articles, acknowledgment) for drafting—not an internal task list. Each Save to CRM profile adds a new saved copy on this contact in the CRM (with an optional label below).