Keep asset transfers from becoming a black box
Tracks brokerage transfer steps, freezes, missing basis, and expected timelines so you can see what stage you are in and what is still outstanding.
Create a skill called "TOA Transfer Tracker & Checklist". Help me track a brokerage asset transfer from start to finish: - requested date, - expected milestones, - likely freezes or restrictions at each stage, - and any missing basis or delayed assets after arrival. Give me a status tracker and support follow-up prompts if something is overdue.
This recipe is for ACATS/TOA confusion, timeline uncertainty, and positions
frozen mid-transfer.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.
A job seeker CRM that actually stays up to date
Keep your job search organized in one place. Log applications, track status changes, set follow-up reminders, and get a clear view of your pipeline without maintaining a messy spreadsheet.
Renewal dates, notice periods, and expirations across every deal
Parses your contract portfolio for renewal dates, notice periods, termination windows, and expiration dates. Builds a master calendar so no deadline sneaks past. Especially critical for auto-renewal clauses where missing the notice window locks you in for another term.