How it works

The whole thing, in order.

01 · Ingest

Connect.

It goes through what’s already been sent to you: messages, statements, policies, contracts.

Connectedreading
4,861 messages, back to March 2013.
83 facts found so far, accounts, policies, people, papers.

02 · Extract

It pulls out the facts.

Accounts, policies, people, papers. Each one keeps the message or document it came from.

From an attached policyrenewal.pdf
“…the term life premium goes to $510 at renewal on 1 October…”
→Term life policy, premium $510 from 1 October.

03 · Organize

Everything lands on a shelf.

Money, insurance, home, papers, your online life, business, who handles what, if something happens.

The shelves
Money, 24  ·  Insurance, 11  ·  Home & property, 7
Papers, 9  ·  Online life, 6  ·  Business, 13
Who handles what, 9  ·  If something happens, 4  ·  In your words. What you add yourself

04 · Confirm

What it can’t prove, it asks you.

Yes keeps it. No removes it. Anything else corrects it.

Open questions1 of 9
The safe deposit box is at First National, is that right?
yes
Your word is the receipt, it’s on its shelf now.

05 · Ask

Ask it anything.

Every answer shows where it came from.

Ask
when does Maya’s passport expire?
14 March 2027, Maya’s passport, on the Papers shelf. From the renewal letter.

06 · Add what you’d like

Add what you’d like.

Type it, photograph it, upload it. Kept word for word.

In your words
remember that mom’s ring goes to Claire
Kept, word for word: “mom’s ring goes to Claire”. It’s under In your words.

07 · Give seats

Give seats.

A seat is a person you choose. The one who’d need answers if you couldn’t give them. Ana is your sister: she sees three shelves and nothing else, and you see everything she reads.

Ana. Your sisterInsurance · Papers · If something happens
Asked: “where is the will?”, shown the answer.
14 Sep, opened “Will, Harmon & Beck, signed 2024”.

08 · Give it to your agent

Give it to your agent.

Your agent asks through the same door, sees only the shelves you shared, and every read is logged.

Your agent’s seatInsurance only
what’s the face amount on the term life policy?
$500,000. The term life policy, premium $510 from 1 October.
on your ledger, your agent read 1 fact.

09 · It keeps going

Nothing goes stale silently.

Whatever arrives keeps landing on the shelves. A fact that goes too long unconfirmed comes back as a question.

Open questionsdue for a look
The card ending 4417, still open?  statements stopped arriving Dec 2024
no, closed it in January
Taken off. The row stays, pointing at when you struck it.