Capture how work gets done
Collect interviews and existing procedures around one recurring business process.
In development · Owner knowledge transfer
Keep the know-how when the owner moves on.
We’re building a knowledge-transfer copilot for family-owned businesses preparing a leadership handoff. Turn owner interviews and scattered procedures into a usable operating handbook.
Source-linked findings · Human review at each step
REVIEW BRIEF / 001ILLUSTRATIVE EXAMPLE
The supplier approval step is undocumented
Fictional documents · sample findingHuman review
What the sample evidence says
In a fictional owner interview, purchases above a threshold require approval; the sample SOP omits who approves them.
Planned output: links to supporting passagesA specific next step
Confirm the approver and threshold, then add the reviewed rule to the procedure.
Workflow preview · Illustrative documents and findings
Sources → findings → reviewed actions
DESIGNED FORFamily-owned service businesses and incoming operators
The product workflow
Make the evidence easier to use.
Planned inputs: Owner interview transcripts, SOPs, vendor lists, and operating documents. The first release will focus on one repeatable workflow, with people reviewing the result.
Build a source-linked handbook
Claude will draft procedures, extract recurring responsibilities, and flag disagreements or missing steps with source references.
Review with the people who do it
Owners and staff approve the handbook and an open-questions checklist before the incoming operator relies on it.
Built around evidence
Every finding should be reviewable.
The planned Claude integration will read source documents, reason across relevant passages, and produce structured drafts with references and open questions.
Clear sourcesLink the reasoning to the document passages that support it, and flag missing evidence.
A deliberate review stepThe operating handbook will support a leadership handoff alongside the business’s professional advisers.
A focused first releaseDocument uploads and reviewed exports first. Connected-system integrations will be considered after the core workflow works.
Product development
A focused first release.
What is the product designed for?
Family-owned service businesses and incoming operators. The workflow brings relevant documents, source-linked findings, and reviewed next steps into one packet.
What is on the roadmap?
The first release will support owner interview transcripts, sops, vendor lists, and operating documents, structured findings with citations, and reviewed exports. Connected-system integrations will follow the core document workflow.
How can I help shape the workflow?
Share the document review, questions, and handoffs your team repeats. We’re focusing development on a practical workflow that fits how your business operates.
A clearer workflow starts here.
Share the documents, questions, and handoffs that slow your team down.