Six questions
CLIENTELE

Firms whose reputation is the product.

Every card opens to its fitted tools. Ones marked in the machine today are installed and working now; ones marked built to order are fitted to your practice by the workshop, scoped with you before anything is built.

Small law firms

Privilege depends on who else can read it.

Attorney-client privilege protects what stays confidential. A consumer chatbot puts client matters on someone else's servers under someone else's terms, and the courts are only starting to work out what that costs. Homestead keeps matters, drafts, and intake inside your walls, where privilege lives.

Fitted tools: in the machine today
Depo digest, page:lineReads a 300-page deposition and lists what the witness said, with page numbers
Case chronology, citedReads the matter folder and lays out the dated timeline, every entry cited to its source and page

CPA & accounting firms

Busy season makes shortcuts irresistible. Offer a safe one.

During busy season, a chatbot that shaves an hour off every engagement letter is a temptation your staff shouldn't have to resist. Homestead gives them the same shortcut on a machine in your office, where a client's return never leaves the building and never becomes someone else's training data.

Fitted tools: in the machine today
Organizer open itemsTracks the organizer against what the client actually sent and lists who still owes what
1099 tie-outTies every 1099 to the vendor ledger: mismatches, missing forms, the $600 rule, each with a page cite
Workpaper packageTurns a shoebox of source documents into a cited workpaper set, prior-year comparison included
Uncategorized cleanupMatches loose receipts to unexplained bank charges and suggests where each one goes

RIAs & wealth managers

Every outside tool is one more vendor to answer for.

Whether you answer to the SEC or to Harrisburg, the rules now reach the outside companies that touch client data, so every cloud tool becomes diligence, paperwork, and one more relationship to oversee. A machine you own isn't a vendor. Homestead preps your client meetings from files that never left the building, and your compliance manual gets one line shorter.

Fitted tools: built to order
New-account NIGO checkCatches the blank field or wrong total that gets the paperwork sent back to you
Money-movement callbacksLists every request to move client money so nobody forgets the verifying phone call

Therapy practices

The room's secrets deserve a machine that can't leak them.

Psychotherapy notes are the most protected records in medicine, and the most devastating to leak. Cloud AI asks you to trust a vendor with them; Homestead never asks. Intake summaries, session notes, and appointment reminders are handled on hardware inside your practice, so what's said in the room stays in the room.

Fitted tools: built to order
Units left before re-authCounts the sessions insurance approved and flags who runs out in the next two weeks
Golden-thread chart reviewFlags session notes missing a time, a signature, or a link to the treatment plan

Architecture & engineering

You signed the NDA. Make sure your AI keeps it.

Every project arrives wrapped in an NDA, and public-works or defense jobs add controlled data your contracts promise to keep on systems you control. Homestead reads the specs, logs the RFIs, and drafts the submittals on a machine inside your firm, so the confidentiality clause you signed stays a promise you're keeping.

Fitted tools: in the machine today
OAC minutes, ball-in-courtWrites up the construction meeting and carries open items forward, each with a name
Pay-application checkRecomputes the G702 cover and G703 continuation sheet and ties them together. Support only; it never certifies
Submittal vs. spec checkLays what the contractor plans to install next to what the job actually called for
RFI log, kept currentWho owes the answer, how long they've owed it, and which items came back unresolved

Staffing & recruiting

Speed wins desks. It shouldn't cost a stranger's privacy.

A recruiter's inbox is a stack of strangers' lives: addresses, salary histories, work permits. None of them agreed to be uploaded to a chatbot. Homestead parses and matches candidates at full speed on your own hardware, so the fastest desk in the market is also the one that never handed a resume to a third party.

Fitted tools: built to order
Candidate submittal gridDrafts the write-up for the hiring manager, with a resume line behind each claim
Missing-timecard chaseShows Monday which timesheets are missing or unapproved, with emails drafted