🔒 PROTOTYPE DEMO · Feel free to click around to get a feel for it.
Tuesday · 10 June 2026
Dashboard
Morning briefing · 07:00 KY

Good morning, Andy.

3deadlines this week · 2overdue · 2meetings today · 1new regulatory update · 2minutes to review
Talk to assistant
Today · what needs your attention

Triage queue

See all 7
Overdue · 2 days · Client X · Chat
Review marketing material for compliance sign-off
Due today · 5pm KY · Client M · Chat draft ready
Send AML report to Client M's board
Meeting · today 2:00pm KY · Client Y · Read.ai will record
Quarterly review — Client Y (CFD, Mauritius)
Awaiting your review · 1d · Internal · Meeting minutes
Internal team sync — weekly priorities (2 action items for you)
New regulatory update · Affects 4 clients · Knowledge Hub
FSC Mauritius — circular on past-performance disclaimers
Cross-module rollup

Active workload by client

All projects
CX
Client X
Marketing Review
5 chats 1 overdue — mtgs
Banner review · due Fri 13 Jun
CM
Client M
Mauritius GBL
7 chats 2 to-dos — mtgs
AML report · today 5pm · GBL renewal in 14d
CY
Client Y
CFD, Mauritius
3 chats 3 actions 1 today
Quarterly review at 2pm · just generated
CQ
Client Q
Board governance
2 chats 1 reminder — mtgs
Board resolution · reminder in 7d
CP
Client P
AML refresh
1 chat 1 reminder — mtgs
AML refresh · reminder in 10d
CB
Client B
Onboarding
2 chats — open — mtgs
Handover memo sent yesterday
Tracking · sourced from chats, meetings, standing rules

Your to-do queue

Open list (12)
3
P1 · urgent
Client X banner · today 5pm
5
P2 · this week
UBO request · 17 Jun
4
P3 · scheduled
Mwali memo · end of Q2
23
Done · last 7d
Avg cycle 1.4 days
System

Recent activity

Open audit log
  • Meeting minutes generated · Quarterly review — Client Y
    3 action items routed to your to-do list. 1 to Lawrence.
    2 min ago
  • Reminder fired · Client M GBL renewal in 14 days
    Sent to your Telegram. Daily safety-net digest scheduled.
    7 min ago
  • Document indexed · ClientM_AML_Policy_v3.pdf
    Added to "AML Framework Review" project. 28 pages, 4,200 chunks.
    1 h ago
  • Standing rule activated · "Remind 60 days before any passport expiry"
    You approved this in your assistant chat yesterday. Now applies firm-wide.
    Yesterday
  • Outlook email sent · Re: Client B board resolution
    You approved and sent the assistant-drafted reply via Outlook plugin.
    Yesterday
Prototype demo · Mock data only. Every action visible is recorded in the audit log in the real product.