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Reimagine · the AI workspace

What your best people know, working for the whole team.

Reimagine is a workspace where your team works alongside AI agents. How your senior people quote, draft, order and check is written down with them, and runs for everyone, built from your own past work. A person signs off anything that leaves the building.

Sets the examples across this page.

DA Dana asked the workspace “Quote the Hendricks job”“Quote the Hendricks basement”“Draft the listing for 14 Elm”“File the claim on RO 5521”“Draft the demand letter”“Prepare the Chen review”“Compare the Brooks renewal”“Draft the Northfield proposal”“Order for Saturday”“Draft the spring reorder”“Work out this period’s commission”“Quote the bracket RFQ”

From your own past work

  1. 1 Job 2291 · similar scopeJob 2291 · basement finishAgent’s notesRepair order 5521Client file · intakeHoldingsLast term’s policyThe enquirySaturday’s bookingsWhat soldServicesJob 4417 · same part family Closed in MarchElm St · MarchFrom the walkthroughClosed yesterdayOpened last weekFrom your portfolio systemExpiring this monthFrom the first callFrom your reservationsLast spring, by productFrom your booking systemRan in June Reading Cited
  2. 2 Current price listSupplier price listPhotosTech’s notes and photosMatter 21-118 · similar claimLast meeting notesRenewal offerProposals that wonPar levelsStock on handRetail salesMaterial prices Updated this weekUpdated this weekUploaded todayFrom Tom B.SettledMarch · Lee K.From the insurerSimilar scopeWritten down with Tom B.From your POSBy team memberThis week Reading Cited
  3. 3 Lee’s quoting notesLee’s estimating notesListings that sold quicklyManufacturer’s claim rulesFirm template · demandWhat changedWording changesTeam availabilityWaste logSupplier lead timesYour commission rulesLee’s estimating rules Written down with Lee K.Written down with Lee K.Your brokerage · last yearWritten down with Sam R.Approved by Ana P.Since the last reviewEndorsementsFrom your calendarThe last three SaturdaysWritten down with Ana P.Splits and tipsWritten down with Lee K. Reading Cited

Draft

Scope as job 2291, adjusted for the larger area.Scope as the Elm St basement: framing, drywall, egress windows.Three bedrooms, a new kitchen, a south-facing garden.Labour and parts taken from repair order 5521.Facts set out from the intake notes and the records received.Current holdings set against the plan agreed in March.Premium, limits and deductibles set against last term.Scope set out from the enquiry and the first call.Built for the covers already booked for Saturday.Built from what actually sold last spring.Services by stylist for the pay period.Machine time taken from job 4417, the closest run. 1

Materials and labour at this week’s prices.Materials at this week’s supplier prices.Feature sheet laid out room by room from the photos.Cause and fix in the tech’s own words, photos attached.Structure follows the letter that worked on matter 21-118.What was promised at the last meeting, and where it stands.Limits unchanged. The deductible is higher.Approach taken from proposals that won similar work.Topped up to the chef’s par levels.Less what is already on the shelf.Retail sales credited to whoever made them.Material at this week’s prices. 2

Allow an extra day: access is through the back.Lee’s rule: a low ceiling adds a day to drywall.Written in the style of your listings that sold quickest.Filed with the codes this manufacturer expects.The firm’s standard terms and response deadline.A new account opened, and a beneficiary to confirm.A water-damage exclusion was added. Flagged for a broker.Team named from who is free next quarter.Less salmon: it was over-ordered three Saturdays running.Placed early with the suppliers that ship slowly.Commission and tips worked out on your split.Lee’s rule: quote setup separately on short runs. 3

LKLKSRSRAPLKLKTBTBAPSRLK Lee K. · senior estimatorLee K. · senior estimatorSam R. · listing agentSam R. · service advisorAna P. · lawyerLee K. · advisorLee K. · brokerTom B. · partnerTom B. · head chefAna P. · ownerSam R. · ownerLee K. · estimator ApproveApproveApproveApproveApproveInternal · no sign-offInternal · no sign-offApproveApproveApproveApproveApprove Approved · sentApproved · sentApproved · readyApproved · submittedSigned · sentFiledFiledFee set · signedApproved · sentApproved · sentApproved · sentPrice set · sent
Sent to the HendricksSent to the HendricksReady to publishClaim submittedSigned by Ana P. · sentIn the review packet for Lee K.For Lee K. to review with the clientFee set · sent by Tom B.Sent to suppliersSent to suppliersSent to payrollPrice set · sent by Lee K.
Request 01 of 03

Dana asks in plain words. It reads your own past work, one source at a time, and cites each one. Then it goes to the person who owns the work. Done. Choose another request above.

Written-down know-how

What one person knows, written down and run by the whole team.

We sit with the person who knows how it’s done and write it down as steps: what they check, in what order, and the exceptions they’d never think to mention. They read every step and approve it. Then anyone on the team can run it, and the agents follow the same steps.

Steps live without the expert’s sign-off
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Versions of how it’s done
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How we quote a standard jobHow we quote a basement finishHow we price a listingHow we file a warranty claimHow we run a demand letterHow we prepare a reviewHow we place a caféHow we scope a valuationHow we order for the weekendHow we buy for a seasonHow we take on a colour correctionHow we quote a short run

From Lee K. · senior estimatorLee K. · senior estimatorSam R. · brokerSam R. · service advisorAna P. · senior lawyerLee K. · senior advisorSam R. · commercial brokerTom B. · partnerTom B. · head chefAna P. · ownerTom B. · senior colouristLee K. · senior estimator

  1. 01 Start from the closest past jobStart from the closest basement we’ve donePull sales from the last six monthsPhotos before the part comes offFacts from the file, not from memoryHoldings against the agreed planLoss runs before anything elseStart from the closest past engagementStart from covers already bookedStart from what sold, not what was orderedPatch test before the appointmentStart from the closest past job Heard Written
  2. 02 Price at this week’s ratesMeasure ceiling height before pricing drywallAdjust for lot and conditionCause and fix in the tech’s wordsStart from the firm’s best past letterWhat was promised last timeWhich insurers write cafésList what the client must supplyTop up to par, not to last weekLeave out what came back for fitPhotos before anything startsMaterial at this week’s price Heard Written
  3. 03 Add a day when access is tightA low ceiling adds a dayCheck what sat unsold, and whyCodes as this manufacturer expectsEvery citation checked by a lawyerWhat changed since, and whyCooking equipment changes the marketWhere these jobs usually run overFish on Thursday, never FridayOrder early from slow shippersBook double time for the first visitQuote setup separately Heard Written
  4. 04 Anything unusual goes to LeeEgress windows quoted separatelyThe agent sets the priceAn advisor checks before it goes inA lawyer signs before it goesThe advisor decides what to discussA broker checks before it goesA partner sets the feeThe chef approves the orderThe owner approves every orderThe senior colourist checks the planThe estimator sets the price Heard Written
LKLKSRSRAPLKSRTBTBAPTBLKEvery step checked Approve Approved
Anyone on the team can run it now

Your own past work

Any past job, found across your own files, with the source.

Ask in plain words. It searches your past jobs, matters, orders and files together, and every answer links to the document it came from, so you can check it before you use it.

Answers without a source attached
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Places to search
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Search · your files
jobs like the Hendricks onebasement finish, low ceilingsold, three bed, Elm districtcomeback, cam sensorlimitation, slip and fall, municipalityself-employed mortgage, two yearscafé, cooking, liabilityvaluation, manufacturing clientSaturday fish order, last monthboot returns, springcolour correction, box dyebracket, aluminium, short run
  1. Job 2291 · similar scopeJob 2291 · Elm St basement14 Birch · soldRO 5521 · cam sensorMatter 19-044 · motionFile · placedHarbour Café · placedRidge Co. valuationOrder · Saturday the 4thReturns · spring bootsClient · Ana P.Job 4417 · bracketMarch · Lee K.March · Lee K.March · Sam R.Comeback · JuneGranted · Ana P.Last year · Ana P.Last year · Sam R.Tom B.Fish and produceReason: runs smallFormula, MarchJune · Lee K. 1
  2. Job 1874 · same streetJob 1874 · Oak Ave basement22 Cedar · soldRO 4980 · same engineMatter 22-310 · factumLender criteriaMarket notes · cafésModel templateWaste log · Saturday the 4thSupplier · spring batchNotes · Tom B.Drawing · Rev CLast yearLast year · ran overLast autumnFixed at the harnessSame judgeUpdated in JuneSam R.Firm standardSalmon over-orderedSame styleCorrection processCurrent 2
  3. Quote 3302 · lostQuote 3302 · Pine Rd9 Elm · withdrawnTech note · known fixMemo · notice periodsFile · declinedCorner Grill · declinedProposal · Ridge Co.Chef’s par sheetOnline reviewsClient · Lee K.Job 4302 · Rev BNote: lost on priceLost on priceSat unsoldTom B.Ana P.Documents missingDeep fryersWonCurrent“Size up”Same historyLast run 3
From result 1

Job 2291 ran a day over. Access was through the back; allow for it next time.Elm St: ceiling under seven feet. Drywall took an extra day. Quote it in next time.9 Elm: withdrawn after it was listed above the comparables. The agent’s note is attached.Tom B.: on this engine, check the harness before replacing the sensor.19-044: notice was given late. The motion argued a reasonable excuse and was granted.Declined file: one year of returns was missing. Ask for both years up front.Market notes: two insurers write cafés with cooking. Neither takes deep fryers.Ridge Co.: the discount rate changed after the partner review. Tom’s notes are attached.Waste log, Saturday the 4th: salmon over by a full case, the third Saturday running.Returns log: one boot, one reason, one supplier batch.Tom B.: two sessions for box dye over bleach. Book double time for the first.Job 4417: setup ran long on a short run. Lee’s note: quote setup separately.

Source: Job 2291 · similar scopeSource: Job 2291 · Elm St basementSource: 14 Birch · soldSource: RO 5521 · cam sensorSource: Matter 19-044 · motionSource: File · placedSource: Harbour Café · placedSource: Ridge Co. valuationSource: Order · Saturday the 4thSource: Returns · spring bootsSource: Client · Ana P.Source: Job 4417 · bracket
Every result links to its source

Back-office runs

The routine paperwork, run every morning by the written steps.

Agents work through the inbox, the invoices, the orders and the chasing on a schedule you set, following the steps your people wrote down. Anything that doesn’t match goes to a named person, with the reason.

Exceptions left unflagged
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Steps it runs that nobody wrote down
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This morning’s run Running
  1. 06:00 Supplier emailsSupplier emailsWork orders · overnightTech notes · yesterdayRecords requestsMeeting notes · yesterdayInsurer lettersClient documentsSupplier confirmationsSupplier invoicesTomorrow’s bookingsPO confirmations Queued FiledFiled to the jobLogged by vendorWritten to the ROChased by providerFiled to the recordNamed and filedFiled to the engagementChasedMatched to deliveriesChecked against staffChased
  2. 06:04 Invoices · overnightParts on back-orderTransaction file · 14 ElmParts on back-orderRecords receivedKYC refreshUnderwriter requestsMissing year-end dataInvoices · this morningSpecial ordersSupplies usedReceiving · overnight Queued Matched to ordersChasedCheckedChasedSummarised to the fileSent and trackedChasedChasedMatched to deliveriesChasedCountedMatched to POs
  3. 06:11 Late order · PO 4410Tech notes · yesterdayVendor follow-upsCore creditsCourt noticesAttestationsKey datesTime entriesPlate costsStock that isn’t movingColour reorderSupplier rejects Queued ChasedWritten to the invoiceChasedMatchedFiled to the matterChasedPulled outDraftedUpdatedListedDraftedLogged
  4. 06:15 Invoice above its orderCallback · Patel jobMissing disclosure · 9 BirchClaim returned · RO 5340Deadline next weekUnsigned transfer formWording change at renewalEngagement over budgetDairy price riseShort delivery · denimDouble-booked chairLate line holds Thursday Queued To DanaTo DanaTo DanaTo DanaTo DanaTo DanaTo DanaTo DanaTo the chefTo DanaTo DanaTo Dana
Run finished · one item with Dana

Sign-off

Nothing leaves the building without a person.

You set the rules with us. Anything sent to a customer, a supplier or a court, and anything that carries professional judgement, waits for the named person. They approve it, edit it or send it back. Internal work, like filing and costing, runs on its own.

Sent without sign-off
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Tap to approve
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For Lee K. · senior estimatorLee K. · senior estimatorSam R. · broker of recordSam R. · service advisorAna P. · lawyerLee K. · advisorLee K. · brokerTom B. · partnerTom B. · head chefAna P. · ownerSam R. · ownerLee K. · estimator
  1. Quote · HendricksQuote · Hendricks basementListing · 14 ElmWarranty claim · RO 5521Letter to opposing counselQuarterly letterSubmission · Harbour CaféProposal · NorthfieldSaturday order · suppliersSpring order · suppliersCommission · pay periodQuote · bracket RFQ Leaves the building · waits for a person WaitingApproved · sent
  2. Change to the price listWarranty answer · PatelPrice advice · 14 ElmEstimate · brakesResearch memo · limitationRebalancing note · ChenCoverage answer · BrooksValuation conclusionMenu price changeCredit request · denimReply to a complaintDisposition · NCR A judgement call · waits for a person WaitingEditedApproved
  3. Job notes filedJob costs · last weekWork order loggedTech notes filedRecords summary filedMeeting notes filedDocuments filedTime entries draftedPlate costs updatedReturns report filedSupplies countedReceiving logged Internal · runs on its own RunningFiled
Logged: who signed what, and when

Your systems

Works inside the software you already run.

It reads from and writes to the tools your team already uses, so a draft starts from the real record and the finished work lands back where people look. Which systems: [your systems, named in the Schematic].

Connections tested before go-live
Every
Systems you have to replace
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Connections
  1. EmailEmailEmailEmailEmailEmailEmailEmailEmailEmailEmailEmail[name to confirm] Not connected Testing Connected
  2. CalendarJob softwareCRMShop managementPractice managementCRMBroker managementPractice managementPOSPOSBooking systemERP[name to confirm] Not connected Testing Connected
  3. Job or practice softwareSupplier accountsTransaction softwareParts orderingDocument storagePortfolio systemInsurer portalsDocument storageSchedulingOnline shopPayrollDrawings and files[name to confirm] Not connected Testing Connected
  4. AccountsAccountsProperty managementManufacturer portalsAccountsDocument storageDocument storageTime and billingSupplier orderingAccountsAccountsPurchasing[name to confirm] Not connected Testing Connected
Each connection tested end to end

Where the data lives

Who sees what, set down before anything is built.

Reimagine is held separately, in a workspace set up for your business. Access is by role, every agent action is logged, and the workspace has its own off switch. Where it is hosted: [hosting model to confirm (D-200)].

Agent actions not logged
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Off switch per workspace
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Workspace · [your business][your business][your brokerage][your shop][your firm][your firm][your brokerage][your firm][your restaurant][your store][your studio][your company]
  1. Hosting [to confirm]
  2. Access Your team and ours, by role
  3. Agent actions Every one logged
  4. Model providers No training on your data
  5. Off switch One for this workspace
  6. Export [to confirm]
Written into the scope

How an engagement runs

Scoped first, then built in stages.

Reimagine is priced per engagement, never from a rate card. You know what we’d build first, and what it costs, before you commit.

  1. 01

    The Schematic.

    Paid discovery. We sit with the people who hold the know-how, write down how the work actually runs, and find where the hours go.

  2. 02

    The scope.

    What we’d build first, what it connects to, who signs off on what, and the price. You have a number before you commit to anything.

  3. 03

    Built in stages.

    One workflow at a time, tested on your own past work before your team relies on it. [6–12 weeks per the offers doc; to confirm]

  4. 04

    Kept current.

    When the way you work changes, the written steps change with it, and the person who owns them approves the edit. [Support terms after launch: to confirm]

Questions

What owners and partners ask about Reimagine.

Is this a chatbot for the office?

No. It’s a workspace your team works in, with agents that run steps your own people wrote down: drafting, searching your past work, chasing and checking. Every draft shows where it came from, and a person signs off anything that leaves the building.

What does it cost?

It’s scoped after the Schematic and priced per engagement, not from a rate card. You have a number before you commit to anything.

Will it make things up?

Every line of a draft points to the document it came from, so the person signing it can check it. Anything that goes to a customer, a supplier or a court waits for that person. [What a draft shows when no source is found: to confirm.]

What happens to the person whose know-how it is?

They stay the authority on it. They check how their work is written down, approve the drafts built from it, and change the steps when the way they work changes.

Does our data train anyone’s model?

No. We only use model providers that don’t train on your data. [Retention terms per provider: to confirm.]

Where does our data live?

Reimagine is held separately, in a workspace set up for your business, with access by role and every agent action logged. [Hosting model and data residency: to confirm (D-200).]

Can a law or financial firm use it for drafting?

Yes, with the professional signing. It drafts from the firm’s own files; a lawyer or advisor reviews, edits and signs, and checks every citation. It gives no advice to anyone on its own. [Checked against your regulator’s guidance before it goes live.]

Do we have to start with Respond?

Most businesses start with Respond, because missed calls are the easiest loss to measure. [Whether Reimagine can be bought on its own, before the front end: to confirm.]

Where to start

Start with the Schematic, then a scope.

Reimagine is the top floor, built on what the other four already run. The Schematic writes down how your work actually gets done and where the hours go. The scope says what we’d build first and what it costs.

  1. 05 Reimagine You are here
  2. 04 Route Runs underneath
  3. 03 Resell
  4. 02 Retain
  5. 01 Respond Where most start