Everything you've built, in one place. Each card shows the tool and what you can do with it.
Tap a title to use it — its own conversation opens right where you left off. As you build more, new cards appear here.
Browse the shelves — ready-made tools to pull in and make yours. Or just ask for what you want.
One plain text file per open task, plus a dashboard rendered from them. Add a task, check one off, push a date, or just ask — the files are the real record; the dashboard just shows them.
What you can do
Drop anything into your Forge Inbox from your phone while you're out — a voice memo, a card photo, a stray thought. At sit-down, one sweep reads the pile, files each piece where it belongs, and empties the box.
What you can do
Everyone you know, one plain text file each, sorted into buckets. It's a folder you talk to, not an app — ask about anyone and it answers straight from the files, and builds views whenever you want a look.
What you can do
Before your quarterly invoices go out, it checks the draft billing register against what each client's agreement actually says. It rebuilds every household's fee from the accounts and its own schedule, then flags every mismatch — in dollars — so nothing wrong gets billed. It only proposes; you verify and sign.
What you can do
Keeps every new client's onboarding paperwork moving. It reads Priya's checklists and transfer notes and hands back one clear page: for each household still being set up, what's signed, what's still outstanding, how long each open item has sat, and which transfers have landed — with a nudge or a note already drafted for anyone owed one. It only proposes; nothing is sent and your checklists are never changed.
What you can do
Your whole compliance year on one page, for Ellen as the firm's compliance officer. It reads the office's compliance records — the filed forms, the delivery logs, the deadline register — and shows every regulatory deadline with its clock, who's filed their quarterly forms and who hasn't, whether every client got their required disclosure, and — first — anything an examiner could ask for tomorrow that the office couldn't produce today. It only tracks and flags; every decision stays with Ellen.
What you can do
Point it at the scan/upload drawer everyone dumps client paperwork into. It reads every file — statements, agreements, applications, mystery scans named things like "scan_0412 (2).pdf" — works out what each one actually is and whose household it belongs to, and hands back one filing plan first: filed by household, then document class. Duplicates are held side by side, versions keep both with the governing one named, and anything it can't read or place is listed honestly. It only proposes — nothing moves, nothing is deleted, and nothing is written into your office folders.
What you can do
Turn a client-meeting note into the two things the desk needs: the clean memo you file, and the task list that actually follows — each task with an owner and a date, and only the things that were really decided. A client venting isn't a task; work you sent to their own attorney isn't yours; everything else raised is still shown, held with the reason. It only proposes — you review and file; nothing is sent and your notes are never changed.
What you can do
Two year-end checks for Priya's desk on one page. It reads the office's RMD roster and flags every client who still owes part of their required withdrawal before the December 31 deadline — the biggest amounts with no review on the calendar first, since a shortfall left uncorrected is a tax penalty. Then it flags every beneficiary designation nobody has reviewed in five or more years, oldest first. It only flags — nothing is contacted, moved, or changed.
What you can do
Checks the custodian statements on Dana's desk against your own records. For each account it tracks, it matches the latest statement's ending value to your register — to the cent — and reads the run of monthly statements for holes: a month that never arrived, or one that came in late but is on file. It leads with whatever needs a phone call, and keeps the accounts that reconcile cleanly quiet. It only flags — nothing is contacted, edited, or moved.
What you can do
When a regulator's exam letter arrives, this builds your production binder plan. For each item the examiner asks for, it points at where the responsive records live right now across the office — file paths, dates, counts — and it leads with the holes: what you couldn't produce today, and why each gap matters. It's a plan, not a production — it assembles pointers and copies, moves, and sends nothing; you verify what's responsive and produce.
What you can do
The office-wide read. Every other tool here watches one desk; this one reads all of them at once — plus your master registers — and shows the things that only appear when two desks sit side by side: a client who owes a year-end withdrawal and has no meeting booked, or a household your billing still calls active that your review calendar quietly forgot. It reads everything and changes nothing, and every line names the tool or register it came from.
What you can do
Move things here when you don't want to use them anymore. Nothing is deleted — just say "put it in the attic", and "bring it down" whenever you want it back.