Welcome, Sam — let's build your agent
Your voice agent starts from what you already carry — your writing, your models, your philosophy. Each tool you set up makes the next one sharper. No client data required.
Your practice read
How closely your models track the evidence — costs, concentration, tax posture.
Your voice, in agent form
Writing samples + the philosophy intake — your agent drafts commentary and letters in your voice.
Compliance screen
Paste any client-facing draft — Marketing-Rule and language checks with specific edits, never a black-box no.
Model critique
Upload a model portfolio — never client accounts — for an evidence-based read with assumptions shown.
Quarterly commentary COMPOSES VOICE + CRITIQUE
This quarter’s commentary, in your voice, from your critique — once both tools are set up.
Meeting-prep one-pager UP NEXT
The pre-meeting brief your clients deserve, drafted the way you would write it.
Client letter library COMING SOON
Every letter you approve becomes a reusable pattern your agent draws on.
Practice benchmarking COMING SOON
How your practice compares on the controllable factors — anonymized, opt-in.
