The Ledger
A lot can get lost between an email landing and someone deciding what to do about it. Above all, time.
The Ledger closes that gap by separating preparation from decision. The team turns each inbound into a card the principal can scan and act on with a single tap, and the call routes automatically back to the team's workspace.
Decisions, distilled
The Ledger distills every decision down to its essentials: who's asking, what they want, when they need it, and the handful of ways the principal can move it forward.
01Clear actions mean clear next steps
For each card, AI predicts the most likely next steps and creates up to four customizable decision buttons based on the context. The team refines the predictions when needed, so the framing is always right.
02One workspace, one source of truth
EAs can make updates and status changes in Workspace view, or record decisions on behalf of the principal in Proxy view. No matter how you choose to work, everything syncs between users automatically.
The Ledger stands on its own. But a decision rarely ends there.
Action a meeting request and it routes here automatically, with the original context, the principal's call, and the team's notes already attached.
Every open decision surfaces live on the command center, so the principal's pending calls sit in the one view that shows the whole office at once.