This week
Late first, then due in the next seven days. Tasks and dated deadlines together.
Parties
People and the firms they belong to. Sorted by next action; no next action sinks to the bottom. Stages: lead, warm, active, engaged, parked, closed.
Companies
Documents
Photograph a card, letter or page, or upload a PDF. The file is stored privately, Claude reads it, and you decide what record it becomes.
Open questions for counsel
Compliance calendar
Dates are drafts until counsel confirms them. A deadline that waits on an event gets its date when the event is known.
Vendors
Tasks
Advisory Board
Candidates, invitations and accepted seats. A seat can point at a person in Parties.
Org Chart
Entities, principals, the sponsor team, and the roles held outside the firm. Who the principals are is Chris's to say.
Entity Chart
Pro-Forma
Activity
Every change, who made it, when. This log cannot be edited.