Before
Everyone triages by hand
The worst inboxes blend privilege, personal data, and market-sensitive mail with spam. Sorting it is a daily tax on the people who can least spare the time.
Every person runs an agent fitted to their role. It sorts email, calendar, tasks, and Slack by what actually matters, drafts replies that sound like you, tracks every deadline and open loop across all of it, and answers from the firm's own systems. It treats privileged, HR, and financial content with the care each demands, for everyone, everywhere.
Deadlines sit inside routine threads until they're urgent. A commitment to an outside contact gets raised three times and never scheduled, and is caught only by accident. The hardest inboxes mix attorney-client privilege, HR records, and market-sensitive material with vendor spam, so naive automation over them is a liability. Cockpit is built for exactly that inbox first, then fitted to everyone else.
The worst inboxes blend privilege, personal data, and market-sensitive mail with spam. Sorting it is a daily tax on the people who can least spare the time.
Filing dates, audit requests, and capital calls live inside ordinary email, with real consequences and no lead-time system.
"We'll get back to you on dates" is promised and forgotten. The outside party concludes they were dropped. It's caught by luck.
Messages that must be answered but need no craft consume principal attention, with no approve-rewrite-send flow to absorb them.
The answer is already in a mailbox, a channel, or a folder that no one thinks to search.
Alerts don't reach the phone that matters; deal flow gets answered only because the right person happened to be copied.
Email, calendar events, tasks, and Slack are read as one stream and sorted by what matters and how sensitive it is, before anything else happens.
Drafts sound like you, tuned to the hat you're wearing, surfaced in Slack to approve, rewrite, or take over. Nothing sends without you.
Predicted priorities with one-line reasons, today's meetings, deadlines inside their lead window, and open loops with their age, delivered once, quietly.
Every commitment and due date across surfaces is tracked with lead time. "K-1 deadline is in 20 days; here's what's outstanding."
Walk in prepared: the people, the history, and the open threads for each meeting, assembled ahead of time.
Answers reach the investor portal, the accounting system, and the governed datastore as your role permits, and come back cited to their source.
End-of-day approvals as a simple deck: approve, rewrite, or deny drafted replies and ready actions, without composing from scratch.
Shadow mode, then draft-and-approve, then a narrow, reversible slice of auto-send on low-risk actions, each stage gated by measured results.
Sensitive content is segregated and never auto-sent, identically for every person on every surface. The guarantee is systematic, not procedural.
Before it does anything, each item across email, calendar, tasks, and Slack is sorted by risk and data class. That classification binds identically for everyone; a sensitive matter in a Slack message gets the same treatment it would in email.
A batched morning brief becomes your radar; replies are drafted per hat and surfaced to approve, rewrite, or take over. You stay in control of every send, and your corrections make it sharper.
Only after measured gates does the agent auto-send on a small, reversible set of low-risk actions. Legal, HR, and finance stay approval-gated permanently, for everyone.
One agent per person, permissioned by role tier. The rules never loosen by role, only tighten. These are the real asks, in each person's words.
Every agent classifies sensitivity before it does anything else, and the class binds identically on every surface, for every person.
The walls aren't prompts. Access is keyed on person, role, and class in the database, and credentials simply aren't issued to roles that aren't granted them.
Shadow mode, gated phases, and zero auto-send on legal, HR, or finance for anyone. Inbound content is data, never a command.
Adoption is staged and safe by construction. It starts with one pilot, on one surface, in shadow mode, and expands role cohort by role cohort and surface by surface, each earning the next.