Speed ↔ Smarts
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Standing instructions applied to every analysis and chat — canonical names & aliases, who's who, ordering rules, and parties to ignore. Save, then Rebuild analysis to apply.
Review before sharing. This contains error messages and the shape of your data (counts and field names) — never document contents, names, dates, or dollar amounts.
Standing instructions applied to every analysis and chat — canonical names & aliases, who's who, ordering rules, and what to ignore. Save, then Rebuild analysis to apply.
Standing instructions applied to every analysis and chat — canonical entity names & aliases, ownership conventions, and parties to ignore. Save, then Rebuild analysis to apply.
Review before sharing. This contains error codes and the shape of your ownership graph (counts, conflict types, confidence) — never document contents, entity/person names, dates, or dollar amounts.
A durable record of what changed over time — uploads, analysis rebuilds, and corrections. History is preserved here even after the data updates.
Every document you've uploaded (Trust or Tax), with its type, upload date, size, and the confidence score, model, and detected document type from its last scan. Scan fields populate after you run “Build analysis” on the relevant page. Upload documents on the Trust QA or Taxes page.