The fact-find
The fact-find is nine questions the regulator expects you to have asked, and they get answered over months, in conversations that happen for their own reasons. So the record is built to be filled in slowly — and to be honest about which answers are yours, which the client volunteered, and which nobody has asked yet.
What you typed reads plainly. What the assistant lifted out of a verified thread reads as provisional — “they said — confirm”, with a receipt pointing back at the message it came from, so you can go and look before you agree. What nobody has asked is folded away rather than sitting open as an empty box. And where every other tool in this category puts a completion ring, this puts the next questions worth asking, ordered by what each answer unlocks.
Where it stopsNo score, no pips, no percentage. The fact-find is filled by asking, and a completion meter grades you on how much of a form you have typed — multiply that by four hundred clients and it is four hundred accusations. Nothing the assistant suggests counts anywhere else in the workspace until you have confirmed it.
“S$86,000” with no date reads as current forever. So when a life event lands in a verified thread and touches something you confirmed months ago, the row says so: it marks itself, shows you the sentence that prompted it, and asks whether it is still true.
Where it stopsThe event never edits the value — it only asks, and you answer. What somebody says about a relative's health is never lifted at all: the relationship is filed and the sentence stays in the thread.
Free and Pro
The free plan keeps most of the workspace. The page, the replies and the documents all carry your name and your licence, and no other brand appears on any of them.