Agents Deployment Training

Proofreads your drafts from the reader's point of view and turns long email chains into key points and your actions.

Sorts your recent emails by urgency and importance, and tells you what to do today, schedule, delegate or ignore.

Turns handwritten or typed meeting notes into draft minutes on the Saffery template, with an action points table.

Summarises a trust deed, lists the protector's powers and completes the Trust Summary Form, with clause references.

Drafts trust or company resolution wording from your inputs on the Saffery template, flagging anything to confirm.

Reviews an agreement from your side and highlights risks, conflicting clauses and missing parts, with clause references.

Checks draft accounts against the trial balance and flags differences, unusual movements and points to investigate.

Turns a description of an ownership structure into a clear structure chart.