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Working session with the engine, against your facts.

The design partner cohort is small — three firms locked, two spots remaining for the Q3 2026 window. Each working session takes one representative client profile end-to-end through the system.

The output is a real research memorandum, a matched strategy plan with ranked candidates and savings estimates, and a risk-engine sweep — all generated against the facts you bring, not a canned demo.

What we'll cover

01
One research question of your choosing
Hybrid retrieval over the primary-source corpus with full citation discipline. We answer the question your last engagement actually turned on.
02
Scenario projection with Monte Carlo
Estate, gift, GST, and income-tax exposure on a single timeline. Stochastic sweep over returns, mortality, and law-change paths.
03
Strategy match with ranked candidates + savings estimate
The strategy library scored against the facts you bring. Ranked candidates with directional savings, dependencies, and counter-indications.
04
Risk-engine sweep
Step-transaction, reciprocal-trust, economic-substance, §2036 retained-interest, and state-conformity checks against the structures on the table.
05
Citation audit
Every substantive proposition in synthesis output traced to a pinpoint cite. Currency, supersession, and authority status surfaced as first-class signals.
06
Suggested integrations
How QuickBooks, Xero, FreshBooks, Sage, or your existing matter system would feed the engine, with a concrete first-90-days rollout plan.

Response Time

We reply to every working-session request within one business day. Sessions are scheduled in 90-minute blocks; calendar proposals come in the reply.