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Draft specialist memos from a client intake
Upload the intake, pick one or more specialists, optionally sharpen the ask, and Atlas composes one vault-grounded memo per specialist. Memos are advisor drafts — not client-facing.
1
Intake
2
Specialists
3
Prompt
4
Memos
1 · Upload client intake
Drop a client intake file here, or click to choose
Supported: Markdown, plain text, Word (.docx), PDF, Excel (.xlsx)
1b · Attach additional documentsoptional · extracted on upload via Claude
Drop additional documents here, or click to browse
1040s · brokerage statements · trust instruments · insurance policies · estate plans · anything else the specialists should see
2 · Pick one or more specialists
Loading specialists…
3 · Optional: sharpen the ask(leave blank for the default memo structure)
Or start from a template