Client onboarding
Client intake — drop the folder
Drop everything you have on the client — custodian statements, prior gift-tax returns (709s), trust instruments, the 1040, insurance policies. Every document is classified, extracted, and merged into one profile you review; everything also becomes searchable in Consult immediately. Confirm to create the client + download the dossier as PDF and Excel.
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Drop the client's files here, or click to browse
PDF, Office docs, notes, emails, scans — up to 20 files, 20 MB each. Statements · 709s · trusts · 1040s · policies · meeting notes
Selected files
Classifying and extracting — each document takes 20–90s; they run 4 at a time. Readable files are also indexed into Consult.
Documents disagree — review before confirming
Insights from this folder
computed from staged data — re-runs after every edit you confirmClassified documents
Verifier
From notes & correspondence
Merged client profile — edit anything
Holdings (0)
| ✓ | Ticker | Shares | Mkt value | Cost basis | Account | Source |
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Private holdings (0)
Trusts (0)
Prior gifts — Form 709 ledger (0)