- the morning of
The brief that lands 30 minutes before the meeting.
The Patel family Q2 review begins at 2:30 pm. At 2:00, the brief arrives — four sections, fourteen indexed facts, every claim carrying a footnote to its source. Sections below the confidence floor are stripped, not hedged.
Read the brief→T-minus 23:00 · 14 facts · §05 stripped - the moment after
Forty-seven seconds of speech, six structured items.
The advisor leaves the meeting. They press one button, talk for forty-seven seconds, and the post-record review opens. Three commitments and three client facts have been pulled from the transcript — each one bound to a timecode. Tap to confirm. Swipe to dismiss.
See the capture→00:47 captured · 6 entities · 30s auto-save - the question before walking in
Four bands of confidence, one rule about silence.
An advisor asks one question before every meeting. The answer arrives at one of four bands: confident, some context, not enough yet, or — when the model would otherwise invent — a refusal back to capture. The same rule applied to a thousand questions is what makes the memory layer trustworthy.
Try the answer→0.84 · 0.62 · 0.31 · 0.00 — pick a band
Every claim across these three pages carries provenance. If a claim has no source, the renderer strips it. There is no path through the type system that allows an unsourced fact to reach the screen. Confidence below the floor is omitted, never hedged. The same rule applied to a thousand client facts is what lets a fiduciary use this product in front of a fiduciary’s client.