Research and documents use cases

A year-end document packet for your tax preparer

SI sorts the year's documents, totals them by category and flags gaps, so your tax preparer gets one organized packet.

Turning how-we-do-it into written procedures

SI turns a recorded walkthrough, voice memo or screen recording into a clear, step-by-step procedure your team can follow.

An internal helper that answers staff questions from your own documents

SI answers staff questions about procedures, policies, products and prices from your own documents, and says where it found the answer.

A first read of contracts for the terms that matter

SI highlights dates, renewal terms, payment terms and unusual clauses in contracts so you know what to ask your lawyer or the other side.

Filling routine forms from saved company details

SI fills vendor setup forms, applications, permits and questionnaires from a saved set of company details, and stops before anything is submitted.

Short briefs from long documents

SI reads long documents such as regulations, bid packages, reports or board packets and writes a short brief with what matters to you and what to do next.

Drafting bids, RFP responses and grant applications from past answers

SI drafts responses to bids, RFPs and grant applications from your past submissions and documents, and lists what still needs a human answer.

Pulling data out of PDFs and scans, and filing them

SI reads PDFs, scans and photos, extracts the fields you need into a spreadsheet, and renames and files the documents consistently.

Comparing vendors, tools or options in one decision sheet

SI researches the options for a purchase or decision and lays them out side by side against your requirements, with sources.

Handing recurring web-portal chores to SI

SI works through recurring tasks in web portals, such as downloading statements, checking statuses and entering routine data, and stops before any final step.

Board packets and minutes for volunteer boards

SI assembles the board packet from committee reports and financials, drafts the agenda, and turns meeting notes into draft minutes for the secretary.

Intake summaries and conflict-check prep

SI turns an intake form or email into a one-page summary and a name list formatted for the firm's existing conflict-check process.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Engagement-letter template assembly for attorney review

SI fills the firm's approved engagement-letter template from intake data, highlights every field it filled, and lists blanks or mismatches.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Document organization and consistent file naming

SI proposes a folder pattern and a rename list for matter files, and waits for a person to approve it before anything moves.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Records-request tracking

SI keeps a tracker of records requests and drafts routine follow-up notes from approved wording, so overdue items are visible.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Meeting and call summaries for attorney review

From notes or a transcript the attorney provides, SI drafts a summary with action items and owners, labeled as a draft for attorney review.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

New-patient intake packet and checklist

SI assembles the practice's own forms into one packet and a checklist of what is still missing before the visit.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Front-desk call summaries

From staff notes or an approved transcript, SI drafts a short call summary labeled for staff review and routes it to the right person.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Move-in and move-out checklists and inspection photo organization

Each unit gets a checklist from the manager's template, with photos organized by room and date for the manager to review.

Admin and operations 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.

Rental application completeness checklist

Each application is checked against the manager's own form for missing items, with a neutral request draft and a log in the order received.

Admin and operations 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.

Job-photo organization

Before, during and after photos are sorted by customer, address, job and date, with consistent names for the job file.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

Permit and inspection tracking

Each job's permit and inspection dates the owner entered sit in a tracker, with reminders and routine status-email drafts.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

License, insurance and subcontractor document tracking

The business's own and its subs' license, insurance and tax-form dates the owner verified sit in a tracker, with reminder and request drafts.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

Client document chasing

From the firm's checklist, SI keeps a per-client list of outstanding items and drafts reminders in the firm's voice.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

New-client intake organization

New-client files are organized from the firm's templates, with a one-page summary of what has and has not been received.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Engagement letters assembled for review

SI fills the firm's own engagement-letter template from details the professional specifies, flags blanks, and tracks what is signed.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Vendor information collection and reminder prep for 1099 review

A vendor list from payment records shows who has a W-9 on file, with request drafts and a review list for the professional.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Security-plan upkeep checklists and access reviews

From the firm's own written security plan, SI builds a calendar of recurring tasks and a log of what was done.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Chargeback and dispute evidence packets for you to file

When a payment is disputed, SI gathers the order, shipment, tracking, and messages you already have into one packet, and leaves the filing to you.

Sales-tax and 1099 prep notes for the accountant

SI gathers store tax reports, marketplace tax lines, and contractor payments into a notes packet for your accountant, and does not file anything.