Reading long documents

A one-page brief on a prospect before you meet

Before a meeting or pitch, SI gathers public facts about the prospect. It also gathers your past contact. Then it writes a short brief.

Meeting notes into owners and next steps

SI turns a meeting transcript or rough notes into a short summary. It lists decisions and a task list with owners and due dates.

A first read of contracts for the terms that matter

SI highlights the contract terms that matter. That includes dates, renewal terms, payment terms, and unusual clauses. You know what to ask your lawyer or the other side.

Short briefs from long documents

SI reads long documents and writes a short brief. Sources can be regulations, bid packages, reports, or board packets. The brief says what matters to you and what to do next.

Comparing vendors, tools or options in one decision sheet

SI researches options for a purchase or decision. It lays them out side by side against your needs, with sources.

Appraisal report drafts from notes

SI drafts report sections from the appraiser's notes and template. The appraiser reviews the draft and signs it. SI does not set the value.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Weekly sheet of open grants

Each week SI lists open grants from the sources you name, in one sheet. A person decides what to pursue. SI does not submit an application.