EXECUTIVE
BriefCase
AI Chief of Staff, Digital Executive Assistant
BriefCase doesn't just answer questions. It helps run your day.
BriefCase is our personalized AI executive-assistant system for founders, CEOs, and other high-value professionals. It is substantially more than giving someone a ChatGPT login.
We configure an AI environment around the individual: their business, their responsibilities, their information, their communication patterns, their tools, their preferences. The underlying technology varies by client (platforms like OpenClaw, Viktor, Hermes, or whatever framework fits), but the client is buying what BriefCase does for their day.
200 emails become a five-minute executive briefing. Yesterday's meetings become today's tasks automatically.
Daily Brief
- Every morning, a highly personalized executive briefing, a private newspaper written for an audience of one.
- Industry news, company news, and competitor developments that actually matter to this person.
- The calendar for the day, with meeting prep already attached.
- Important emails, outstanding commitments, and follow-ups that are about to slip.
- Business KPIs and alerts that actually need executive attention.
Inbox Intelligence
- Summarizes and prioritizes email so the urgent items surface first.
- Identifies unanswered conversations and extracts action items.
- Drafts responses and prepares communications for review, not for auto-send.
Meeting Intelligence
- Before a meeting: researches attendees, surfaces prior conversations and account history, preps a briefing, and flags open commitments.
- After a meeting: generates a summary, identifies decisions and action items, drafts follow-ups, and files what happened into organizational memory instead of a notebook nobody reopens.
Executive Research
- Companies, people, markets, technologies, competitors, and opportunities, researched on request.
- Industry developments and the topics this specific executive personally tracks.
Executive Memory
- Remembers meetings, documents, decisions, projects, people, communications, preferences, priorities, and commitments across time.
Actions
- With the right permissions and controls in place, BriefCase can act inside your business systems, not just describe what it found there.
See where BriefCase fits your business.
ProofPoint RevOps Audit finds where this creates the most leverage for you specifically, before anything gets built.
Find out what is actually broken before you spend another dollar on AI.
Two weeks, fixed fee, fixed start date. A map of what you run, a ranked list of where AI actually holds with a dollar figure on each, and a fixed price plan to build it. You own the document either way.
Read it. If you do not agree we found at least three things worth fixing, tell us and we refund the fee. You keep the document.
$5,000. TWO WEEKS. THE FEE COMES OFF THE BUILD IF YOU START WITHIN SIXTY DAYS.
WHO THIS IS FOR
A company of roughly ten to two hundred people, already running a CRM or operational system, with revenue coming through it and at least one process held together by hand. That includes agencies, whether the system is for your own operation or for a client's. Pre revenue, or want a chatbot on a marketing site? Wrong firm, and we will say so on the first reply.
- $5,000
- FIXED FEE. IT COMES OFF THE BUILD IF YOU START WITHIN SIXTY DAYS.
- 2
- WEEKS, ON A FIXED START DATE.