Active Clients
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Live from monday.com
Good morning, Stephen
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Pending Transcriptions
8
VoIP pipeline active
3 in queue
"Truth" Docs in Review
14
Phase 4 — Word↔Web
5 awaiting sign-off
Monthly API Cost
£428 / £750
57% of budget
Claude + VoIP
Total AUM
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Client Review Pipeline
Clients – Core Information · — clients syncing…
| Client / Risk Profile | Review Month | Review Type | Truth Data Check | Last Email | Portfolio Value | CRM |
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No clients match your search.
AI Engine Status
All systems operational
Test Voice Profile Parsing
Drop raw text — parse in Stephen's voice