🧠 Portfolio Intelligence
🔥 Daily Briefing - Work These First
Acquisition Funnel
lead lifecycleTop Priority Calls
Signal Distribution
🥶 Going Cold
worked once, no follow-up scheduled, untouched 5+ days💬 Team Chat
everyone on the team, one channel✉ CRM Email
shared external lead conversations · approved team users and admins🕊 Unrepresented Estates
no attorney on the case, no gatekeeper between you and the decision maker⚖ Attorney Relationships
attorneys appearing on more than one case, ranked as a referral target list🗺 Territory Readiness
book depth and coverage by territory and county📈 Lead Source ROI
which acquisition channel actually produces worked leads🔗 Linked Cases
same family or contact appearing across multiple filings📉 Signal Composition
which distress-signal combinations are actually converting⏱ Statutory Timing
probate clock by territory🔴 Overdue Follow-Ups
you committed to a date and it has passed🟡 Due Next 7 Days
scheduled and coming up⚠ Worked, No Next Step
contact was made and nothing was scheduled after it🌐 Web Leads
submissions from the marketing site, triage here▦ Workflow Board
six stages, new lead to closeLead Pipeline
private by default · share to hand offAutonomous Enrichment
reduced human-in-the-loopWhen Autopilot is ON, every imported lead is automatically run through the full AI chain - no per-lead clicking. Each lead gets: a motivation analysis, a recommended path (cash / creative / listing), a ready-to-read call opener, a suggested next action, and an auto-scheduled follow-up date. Turn it on, import, and your pipeline comes back fully worked.
The Autonomous Stack
orchestration layersAI Daily Call Briefing
your morning standupThe AI reviews your full pipeline and returns a ranked call plan - who to call first and exactly why, based on stacked motivation signals, freshness, and deal size.
Smart Import
AI-powered ingestionDrop a file or paste anything. CSV, TXT, XLSX, or PDF files - plus probate records, NOD lists, tax-default rolls, messy spreadsheet rows. The AI structures it, detects distress signals, and scores by motivation overlap.
⤓
Drop CSV · TXT · XLSX · PDF here
or click to choose a file - contents load into the box below
AI Agent Suite
specialized acquisition agentsEight purpose-built AI agents for estate acquisition. Each runs against your live pipeline data.
Contacts & Referral Network
attorneys · trustees · otherAttorneys auto-add from probate imports; case count increments. 3+ cases = priority outreach (highlighted gold). Build the relationship, get fed deals on repeat.
📄 Letter Templates
create once, merge & print for any contactMerge fields: {{name}} {{firm}} {{title}} {{phone}} {{email}} {{address}} {{city}} {{state}} {{zip}} {{assistant_name}} {{assistant_phone}} {{today}}
Script Studio
AI call scripts by scenarioGenerate situation-specific call scripts. Pick a scenario and the AI writes an opener tuned to that motivation profile - or open any lead in the pipeline for a script built on its exact signals.
Script Database
saved & imported scriptsTerritory Strategy Map
county-level target zonesStrategic territory priorities - separate from the property call pipeline. These guide where to pull data, ranked by your own priority labels and tactic mix.
Export Center
native .xlsxAll exports open directly in Excel and Numbers - no TextEdit, no import wizard.
Your AI Settings
bring your own key (optional)By default everyone on the team shares one free AI model, which can be slow or a little shallow on complex requests. You can optionally connect your own Anthropic or OpenAI API key to get faster, smarter answers just for you. Your key is saved only in this browser's storage - it is never written to our database, and nobody else (including admins) can see it. It's sent directly to your provider on each request through our relay, never stored server-side. Standard per-token usage costs from your own provider account apply.
Free shared model works with zero setup. For deeper reasoning, pick a provider and paste your own key: Google Gemini has a free tier; Anthropic, OpenAI and xAI Grok bill to your own account. Keys stay only in this browser.
1 "call" = 1 click of any AI Generate button (briefing, letter draft, script, etc). Only limits the free shared model - anyone using their own key above is unlimited. Used today: 0 / 200
Scoring Model
stacked-motivation engineTwo-part score: base (deal size, ownership tenure, recency) + signal overlap bonus. Stacked motivation is the multiplier - a lead with 3+ distress signals outranks a bigger single-signal deal.
BASE FACTORS
| Factor | Points |
|---|
SIGNAL BONUS
| Signal | Pts |
|---|
Overlap multiplier: 2 signals +10 · 3 signals +25 · 4+ signals +45. This surfaces the hidden high-converters most investors miss.
Score Calculator
test scenarios on demand - no lead requiredDISTRESS SIGNALS
Calculated Score: 0
Admin view of the shared team audit log. Users are told at sign-in that activity is recorded - standard CRM accountability, fully disclosed.
Data Backup
manual snapshot - no automatic backups on this database tierThis database plan does not run automatic backups. Nothing is lost by leaving this - but if you want a safety copy, click the button above any time. It downloads every lead and every attorney record as one dated JSON file you can keep, and can be re-imported by hand if ever needed. Do this before any big import or cleanup.
Data Connection
the Supabase project this workspace connects toThis is infrastructure-level and shared by the whole team. Only change it if you are re-pointing the app at a different database.
🔑 Team Access
how to give your team a loginEach team member uses their own email and password. New accounts are placed in pending status and cannot access shared data until you approve them here. Keep the default user role unless someone genuinely needs administrative control.
New sign-ups cannot access shared data until an administrator approves their account. Review the email address and role before approving.
Team Members
Team Intel
admin-only - expanded per-member activity KPIsActivity Audit Log
🎫 Support Tickets
bugs, data issues & feature requests from the teamCalls by Status
Pipeline Value by County
User Productivity
actions logged per team memberPassword
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