Prioritized household queue
Start with clients who have material gaps, conflicts, or upcoming review deadlines.
For CPAs, attorneys, and wealth professionals
Review the exceptions. Skip the document chase.
Give clients a consistent system for maintaining domicile evidence, then bring your team into a focused queue of gaps, conflicts, requests, and prepared records.
Advisor Practice
Prioritized households
HouseholdRouteScoreStatus
Kensington FamilyNY to FL78At risk
Morgan HouseholdMA to FL92Review
Avery HouseholdNJ to FL96Ready
Ranked by gaps, conflicts, and deadlinesOpen queue →
Practice leverage
A cleaner intake changes the economics of review.
Hammer moves routine organization to a client-facing workflow and preserves advisor attention for facts that require professional judgment.
5
Active households
18
Open findings
3
Packets pending
1 day
Review target
Evidence in context
Review source records beside extracted dates, addresses, categories, and client confirmations.
Professional review layer
Keep advisor notes, requests, resolutions, and packet approval tied to the relevant record.
Scoped client access
Separate firm membership from household assignments so professionals see only the clients they serve.
The review loop
From client intake to professional packet.
Each step reduces ambiguity while preserving the distinction between client-provided facts and professional conclusions.
1
Client maintains the record
The household adds presence, evidence, migration tasks, and corrections throughout the year.
2
Hammer surfaces exceptions
Missing periods, stale records, address inconsistencies, and low-confidence events enter a review queue.
3
Your team applies judgment
Reviewers request detail, add notes, resolve findings, and identify questions that need direct advice.
4
The record becomes a work product input
Approved evidence and review context become an indexed package for your professional process.
Designed for professional boundaries
Client facts and advisor judgment stay distinct.
Capability
Household
Assigned advisor
Firm administrator
Add and confirm records
Full
Request and review
No default access
Review findings
Respond
Resolve assigned clients
Monitor firm queue
Export prepared packets
Own record
Assigned clients
Policy controlled
Manage professional access
Grant or revoke
No
Manage firm membership
Advisor Practice
A sales-led implementation for firms.
We scope the workspace around client volume, team roles, review requirements, and rollout support.
Who owns the household record?+
The client does. The household grants your firm a defined review role and can change that relationship.
Can several professionals review one client?+
Yes. Firm members and external professionals can receive distinct permissions based on their responsibilities.
Is Advisor Practice self-serve?+
No. We scope Advisor Practice around firm size, client volume, workflow, and implementation needs.