Six questions
CAPABILITIES

Everything a sharp assistant does. Nothing a leak requires.

DOCUMENTS

One invoice, read like a bookkeeper.

Scanned invoice in. What bites, out.

A search bar finds files. Homestead reads them. Hand it one scanned invoice and it returns the vendor, the total, the terms, and the date that bites if you miss it, then answers questions about page two.

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EMAIL

Triage in. Drafts out. Humans send.

The drafts are already written.

An inbox sorts by newest. Homestead sorts by what needs you: it reads the pile, surfaces the four that matter, writes the replies, and then waits. Out of the box it can't send at all. Even the optional send switch only works for addresses you've approved, a few per hour.

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RESEARCH

Answers, not ad auctions.

Answers without ads or a profile.

A Google search is ten links, ads first, and you as the product. Homestead searches through an engine you host (no ads, no profile) reads the pages for you, and logs supplier prices into charts you keep.

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CALENDAR

Checks the schedule. Drafts the reminders.

Books. Never cancels. On purpose.

Ask what tomorrow looks like and it tells you: who's coming in, who hasn't confirmed, with reminder drafts ready for you to send. It can book a new appointment when you ask. It can never cancel or move one. That stays human, because one wrongly canceled appointment costs you a client, and that's a mistake a machine should never be allowed to make.

PENDINGThu 2:00 PM · Alvarez

A hold, not an appointment. Confirm or discard below.

Confirm appointmentDiscard hold
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TOOLS THAT TALK

One request, three tools.

Three tools answer as one.

Say "summarize the PDF Sue emailed me" and the email tool saves it, the documents tool reads it, and the answer arrives in one breath. Say "check tomorrow and remind whoever hasn't confirmed" and the calendar verifies while email drafts. Six tools that work like one assistant, because they live in one machine, not six separate accounts.

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THE TEST

Ask us to turn off the internet.

Unplugged, it answers the same.

Halfway through every demo, with your permission, we switch the network off. Then we hand it a twenty-page contract. It reads it, summarizes it, and answers questions like nothing happened, because nothing did: the model runs on the machine in front of you. No connection, no cloud, no copy of your file anywhere else on earth. It's the fastest honest answer to "where does our data go?" And the switch is yours anytime.

OFFLINEStill answering.

The model runs on the machine in front of you.

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PROFESSION PACKS

Then it learns your trade.

The six capabilities above ship with every machine. A profession pack adds your trade's tools on top, switched on per practice, right in the app, no cloud account behind any of it. Deliverables land as finished PDF and Word files on your office letterhead, cited back to their sources.

Every install

Paper out, not just answers.

Ask in plain words, like "brief this contract" or "build the timeline of this folder", and the machine hands back finished paper: PDF and Word, on your letterhead, with every claim cited back to a source page.

In every machine
Document briefOne document, fully briefed and cited, saved to letterhead
ChronologyA dated timeline across a whole folder, every entry cited to source and page
Meeting-notes digestAction items, decisions, dates and attendees, every line cited
Audio transcriptionFully offline: the speech engine lives on your machine, not with a vendor
Document assemblyEngagement letters, response letters and court forms drafted from the facts on file

CPA pack: eleven tools

Busy season, with the arithmetic shown.

Trackers that know who owes what, digests that recompute the totals they cite, binders that arrive as finished workpapers. Nothing is asserted without a page cite. The machine shows its arithmetic so a reviewer can check it.

In the machine today
PBC request trackerLoads the request list and keeps the open-items log: who owes what, what's overdue
Organizer trackerThe tax organizer against what actually arrived, open items listed
1099 digestEvery recognized 1099 (NEC, INT, MISC, K, R) tabled with page cites, totals recomputed
1099 tie-outPer-vendor deltas against the ledger, vendors over $600 with no form on file, missing-W-9 exposure
Uncategorized cleanupLoose receipts matched to unexplained bank charges
Workpaper packageA shoebox becomes a workpaper set: source index, cited income detail, return mapping, prior-year comparison, tie-outs
Trial-balance binderSummary, tie-out, flux against your thresholds, a lead schedule per caption
Month-end close binderBank rec against GL cash, matched pairs cited on both sides, aging
Journal-entry testingPopulation stats, Benford analysis, and every flag cited to its cell

Legal pack

Testimony, cited to page and line.

The deposition digest reads a full transcript and organizes the testimony, every point pinned to its page and line so it can stand up in a motion. Around it, the core tools already work like a legal bench: chronologies from the matter folder, letters and court forms assembled from recorded facts. The rest of the pack is built to order, in the order your practice needs it.

In the machine today
Depo digest, page:lineA 300-page deposition in, a cited digest of the testimony out
Case chronology, citedThe dated timeline of a whole matter folder, every entry cited to source and page
Letters & court formsEngagement letters, response letters and court forms drafted from the facts on file
Built to order
Discovery digestThe other side's production, cataloged and summarized
Order deadlinesEvery date an order sets, pulled and listed with its source

A&E pack: nine tools

The project record, kept and checked.

Logs that keep themselves current and checks that redo the arithmetic, reading the spreadsheets and the ruled PDFs both. On the money side it stays in its lane: the pay-application check is certification support only. It never certifies.

In the machine today
RFI logBall-in-court: who owes the answer, and how long they've owed it
OAC minutesThe meeting written up, open items carried forward, each with a name
Submittal registerPer-revision tracking, the 14-day review clock, overdue flags
Change-event logPCO to CO, with the contract-sum block recomputed against what the log states
Drawing logWhich revision is current, cited
Pay-application checkG702 cover arithmetic, G703 rows and totals, and the ties between them
Field observation reportSite dictation becomes numbered observations, actions assigned to owners

Compare & reconcile

Two documents, field by field, cited.

Put two documents side by side and the machine reconciles them field by field, row by row, or checks one document's own arithmetic against itself. It already knows the shape of about forty common forms, and every mismatch it reports carries a cite on both sides.

What it already knows
The tax family1099s, W-2s, K-1s, 1098s, 5498s, consolidated brokerage statements
The booksBank statements, trial balances, vendor ledgers
The job siteAIA G702/G703 pay applications, submittal registers, change logs, drawing logs
Four tradesMasonry, roofing, steel and landscaping submittal-vs-spec checks

The small courtesies

The habits of a careful clerk.

The details that make the difference between a demo and a tool you trust: it finds things with page numbers, revises drafts without wrecking your numbering, and can only ever delete to the Recycle Bin.

In every machine
Find in documentThe passage and its page number, not just "it's in there"
Structured extractionNamed fields pulled from a document, each one cited
Table extractionThe table out of the PDF and into your spreadsheet
Draft revisionRevises in place and keeps your numbering intact
Deletion, on a leashOnly ever to the Recycle Bin, never gone for good