Compendium analyzes your clients' full financial picture and surfaces missed planning opportunities automatically — so you can bill more, deliver more value, and close more high-net-worth clients.
Even experienced firms miss planning opportunities — not because they're missing expertise, but because they don't have full visibility across everything at once.
Trust, will, POAs, beneficiary designations, deeds, K-1s — scattered across email, Dropbox, county recorders. No single source of truth.
Client questionnaires capture maybe 30% of what matters. Insurance, business interests, and entity ownership chains never get fully mapped.
Cross-document analysis is hours of senior-attorney time. Most firms can't bill enough to do it for every client, every year — so they don't.
Upload or connect a client's data once. Our ThinkGrid revenue intelligence engine — built specifically for estate planning practice — scans everything at once and tells you exactly what to recommend next.
Same staff. Same office. Same client roster. The difference is the number of dollars per family that get captured instead of left on the table.
Drag-and-drop documents. Or connect bank/brokerage feeds, accounting systems, and the firm's existing storage. We auto-extract names, entities, beneficiaries, dates, dollar amounts.
ThinkGrid scans every document and live asset against every other one. Cross-references entity ownership, beneficiary designations, tax positions, trust funding status, insurance gaps.
Prioritized opportunity list per client. Each tagged with service description, $ revenue range, urgency. White-labeled deliverables ready for your client meeting.
5–25 attorneys. $2M–$10M annual revenue. Deep trust + estate craft. Compendium becomes your revenue engine and engagement system.
Multi-family offices, RIAs serving UHNW clients. Compendium becomes the cross-document analytics layer your clients have been asking for.
If average engagement is $10K–$50K and clients carry $5M+ estates, Compendium recoups its cost in the first 2–3 client engagements.
We're building proof in the highest-density HNW corridors first. The first 5 firms in each market get pilot pricing and dedicated onboarding.
If it doesn't generate meaningful opportunities, you don't continue.
20-minute call. We bring the screen. You bring one client's documents (or use our anonymized sample). At the end you'll have a list of $-tagged opportunities and a clear decision on the pilot.
The full wealth dashboard, document vault, and self-serve tools — free to use, with pay-per-event ThinkGrid deliverables priced per run. No monthly subscription required for individuals.