What the Vault can do
Real work, finished. Here is what you ask and what you get back.
The Vault is more than a place to look things up. It reads every document in the office, works across them and hands back finished work: a summary of a whole client file, the changes between two drafts, a letter for every name on a list. Every example below is a job it has done, and there is more we would rather show you on your own documents than describe here.
Find
Give me everything we have on Harbor & Pine.
Every document that mentions them, read and summed up, with the page each fact came from.
Connect
How do the lease letter, the city inspection notice and the boiler email fit together, and what should I do this month?
That all three are about the same building on the same day, where they clash, and what to do first.
Compare
What changed between the lease we sent and the one they sent back?
Every change, with the ones about money and dates first.
Write
Write a reminder letter to each client on this list with an overdue balance.
One finished letter per client, each with their own name, amount and date.
Meetings
Record this meeting.
Who said what, what was decided and who does what next, written up and filed for you.
Paper
Scan this stack of mail.
One document per letter or bill, named and filed where it belongs.
Remember
Every Monday morning, tell me which bills are due in the next two weeks.
A fresh answer waiting for you each Monday, and a reminder before any date comes due.
Think
Help me brainstorm ways to cut what we spend on supplies, based on our invoices.
Ideas grounded in what you actually buy.
Who it suits
Offices where the work is private.
Offices of a few people to a few dozen that handle private client work, especially those without their own IT department. Not sure if that is you? Talk to us, and we will tell you honestly whether the Vault is the right fit.