p•

YOUR PRIVATE OPERATING LAYER

A workspace that
works with you.

Conversations become organised work. Your private information stays on your device.

Local access code

Run private-ai access in the project terminal to view your code.

p•

Private AIYOUR OPERATING LAYER

PROPOSALS0

DELIVERY0

Private by design

Final documents and private values are handled on this Mac.

Proposal / New client

ProspectDemo

Demo mode uses synthetic examples and a local outbox. No email is sent.

A LITTLE LESS ADMIN. A LITTLE MORE FOCUS.

What are we
working on today?

Capture a conversation, find the context,
or turn your notes into a thoughtful draft.

Working through your request…

Your message

Private input · Human-approved actions

Review generated content before approving any action.

READY FOR YOUR REVIEW

Your draft

Recipient emailSubjectMessage

Your approval will apply to this exact version.

Preview PDF ↗Download Word ↓

New matter type

Answer these once for a new type of letter, form, or document. The AI will draft a first template from your answers for you to review and edit before saving.

What do you call it?When do you need one of these?

Talk through a real example — what actually happens, and what does someone say or type, that means "I need one of these"?

What details need to go on it?

If you picked up a finished one, what would you actually see written on it, top to bottom? Flag anything worked out automatically by a rule rather than typed in.

Is anything on it private or sensitive?

A health reason, a medical note, or something about someone's personal circumstances that needs extra care?

What does the finished document actually look like?

Company letterhead or plain paper? Any exact wording that must always stay word-for-word the same? PDF, editable Word, email, or something else?

Use Career Dynamics letterhead/branding on this document

Off by default (plain paper) - only turn this on for documents that should carry the company logo, e.g. a client proposal, not a candidate-facing letter.

Who needs to say "yes, this is ready"?

Before this goes out, does someone need to check and approve it? What happens to it next — emailed, printed, filed, sent to payroll or a manager?

How often do you need this one?

Roughly how many of these in a normal month? Near the top of the list, or fine to come later?

Can we see a real one? (optional)

Point at an existing document from this client, upload a new .docx or .pdf sample, and/or add a note below.

Review the draft

Edit any section, then save it as the final matter type.

New client

One workspace per client - keep all of a client's cases, notes and drafts together here.

Client name

Mark this proposal won

You are telling me they signed. Their whole history comes with them - nothing is copied or lost - and the delivery documents unlock for this client.

Name this piece of work

Deliverables from the proposal you sent

Taken from the scope of work in the proposal they accepted. Untick anything that is not really a deliverable, and edit any wording.

Activity log