An assistant that works on your live records, and can't reach a client without you.

Press ⌘J on any page and ask. It reads and updates your actual CRM records, knows which record you're looking at, and turns anything meant for someone outside the firm into a draft a person approves.

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Exh. 06 — Assistant & reviewReal product · fictional records

Yours or the firm's
Your own queue, or the whole office's.
A queue, not an outbox
Drafts wait here, ordered by recorded deadlines and priority.
Approval isn't sending
Approving a draft doesn't send it.
The evidence, linked
Each draft links the deal and contact records it's based on.
The draft itself
Subject, recipient and body, open to edit before anyone approves it.

Opens with: ⌘J, on every page
Works on: Your live records
Leaving the firm: A person approves first
Drafts: Approve, edit, reject, refine

06.1

It knows where you are.

⌘J (Ctrl+J on Windows) opens the assistant on any page, already aware of the record in front of you. A full-page view keeps your history and uploads.

06.2

Reads freely, writes carefully.

It searches records, summarizes the pipeline, finds stale deals and quiet contacts, matches buyers to properties and checks compliance gates. It creates and updates contacts, deals, properties and tasks, logs activity and adds comps with their citation fields. Closing a deal through the assistant takes an explicit confirmation.

06.3

Anything outward is a proposal.

Anything that would leave the firm comes back as a proposal a person must approve. Drafts — emails, seller updates, marketing copy, opinion-of-value narratives — wait in a review queue ordered by recorded deadline and priority, each linked to the records it's based on.

Approve, edit inline, reject, or ask it to refine the draft
Approving an email draft doesn't send it
Your own queue, or the whole office's

Specification

Assistant & review, in detail.

Opens: ⌘J / Ctrl+J on every page, or the assistant button
Reads: Records, pipeline, stale deals and contacts, buyer matches, compliance gates, Gmail and Drive
Writes: Contacts, deals, properties, tasks, activity, comps with citations, checklists
Outward: Always a proposal; a person approves
Internal updates: A few routine internal fills it's confident about — notes, public-record fields — can apply themselves; nothing addressed to a client does

Exceptions

Not included today.

Said plainly, so the list above can't be read as a promise.

Schedule B — Exceptions

Not included today

1.Sending email — an approved email draft isn't delivered from the CRM yet
2.Voice conversations or an autopilot that acts on its own
3.Booking meetings on your calendar