Protected
Sensitive data is tokenized before external model calls.
Product
The work around every relationship, ready.
Live signals and firm knowledge become prepared work—before the client moment arrives.
Prepared moment
Illustrative relationship · 09:12 AM
Relationship in focus
Bennett household
- Next moment
- Planning review · Thursday
- Relevant context
- Income and cash allocation
Live signal
Rate expectations changed.
Intellebox checks where the change is relevant now.
Context matched
One upcoming review comes into focus.
Policy updateBennett review
Work prepared
The team arrives ready.
Aiden
Meeting brief
Lyra
Client note
Ava
Review times
Human control point
People decide what moves.
One coordinated team
Three specialists. One relationship.
Choose an agent to see the work—not a list of claims.
AI teammates
Aiden · Chief of Staff
Before, during, and after every meeting.
Before
Brief ready
Calendar, history, open work
During
Conversation captured
Transcript and decisions
After
Follow-through visible
Recap, tasks, next steps
Lyra · Content Strategist
Firm knowledge shaped for the right audience.
Commentary draft
For review
What the latest rate shift could mean for income and liquidity decisions
Grounded in
- Firm market note
- Approved language
- Relationship context
Ava · Client Concierge
Answers and coordination without losing context.
Can we review our income plan after the latest rate change?
I found the right advisor and two available review times.
Prepared options
Connected context
Keep the systems. Connect the meaning.
Google Calendar
Outlook
Google Meet
Zoom
Microsoft Teams
HubSpot
Addepar
Plaid
Carta
Slack
Vezgo
Black DiamondWith many more to come.
Governed by design
Prepared never means unchecked.
Grounded
Firm knowledge carries verification and source context.
Reviewable
Consequential work stops at a visible human control point.