On a local machine
Prepare and process approved data on a dedicated computer. A practical starting point for a bounded workflow and local control.
AI that understands
how your business
actually works.
Give your agent the playbook, records and context behind your business. Work with it through email, connect your tools, and teach your team to put it to work.
Your business playbook Your approved data Hands-on lessons
Lorecal / business context
ILLUSTRATIVE WORKFLOW
What needs to happen
before this client handoff?
01 / PLAYBOOK
The account lead approves scope changes before delivery begins.
02 / LINKED RECORDS
A revised brief changes the deadline. The signed scope still shows the earlier date.
Client brief · rev. 3Signed scope
Next checkAsk the account lead to confirm the change before preparing the handoff.
Fictional example · sources stay attached · your team reviews
YOUR SECOND BRAIN, IN THE FLOW OF WORK
Email it like a remote colleague.
Give it the context to be useful.
Keep working through the tools your team already uses. Your agent brings together approved business knowledge, conversations and the next task.
A teammate you can work with by email.
Send a request in plain English. Your agent can research the question, return a useful brief, and keep the conversation going in the same email thread.
Ask a follow-up without rebuilding the context.
Plan your demoLorecal / example conversation
YOU → YOUR AGENT
Before my afternoon call, what changed on the Harbor project? Find the current brief and anything I need to follow up on.
YOUR AGENT → YOU
The client requested a revised delivery date. The latest brief includes it, but the signed scope still has the previous date. Here are the two records and the approval question to raise.
Client emailProject brief · rev. 3Signed scope
Illustrative conversation with fictional records. Connections vary by agreed scope.
Built from real brokerage work. Our commercial real estate work includes an email-agent workflow, property research and business records. We start with one useful task, then configure the sources, meeting connections and agents your team needs.
For independent brokersHOW WE BUILD YOUR SECOND BRAIN
First, understand the business.
Then, give the data meaning.
Your files tell part of the story. Your people know the rest. We bring both together so AI has a clearer understanding of what matters and how work gets done.
Start with how your business works.
We sit down with your team to capture the context your files leave out: roles, terminology, decisions and handoffs.
- Who owns the work and approves changes
- How your workflows run, including exceptions
- What a useful result looks like
A shared guide for your people and agents.
THE VALUE IS IN THE CONNECTIONS
A document says what happened.
Your playbook explains what it means.
A changed deadline is more useful when AI can connect it to the right client, the person responsible, the approval rule, and the next task.
That shared context can help your team prepare faster, find supporting documents, and give agents a better starting point for the work you choose.
See an exampleA SETUP THAT FITS YOUR BUSINESS
Your data. An agreed home.
We choose the environment together, based on your data, your team, and the way you want to operate.
On your own server
Use your business infrastructure for shared access. We scope user permissions, backups, maintenance and the connection to your tools.
In a hosted environment
Scope a hosted server setup with access controls, encryption, retention and operating responsibilities agreed before implementation.
Storage and AI processing are separate choices. Keeping files on a local machine does not automatically keep AI processing local. We agree whether models run locally or approved external AI services receive selected data, before processing begins.
BUILD THE SYSTEM. TEACH THE TEAM.
Good tools need
confident people.
We offer hands-on lessons for your employees, built around the workflows they actually use. Practice with your second brain, ask questions, and leave with a guide the team can return to.
In-person sessions in Los Angeles · remote sessions available
Find answers and check the evidence
Ask useful questions, open the supporting records, and recognize when an answer needs a closer look.
Work with your agents
Practice research, meeting preparation, drafting or handoffs using the context and connections included in your build.
Keep the knowledge useful
Correct annotations, capture decisions, handle sensitive information, and know when a person needs to approve the next step.
A MORNING WITH YOUR SECOND BRAIN
From today’s emails
to your next informed move.
Ask your agent by email. The same business context can support its research, preparation, drafting and follow-ups. This short animation shows how the underlying knowledge connects.
Read the signals
Review today’s saved emails and pull out the changes, requests and deadlines that matter.
Connect the context
Connect related messages to the same project, its history and the decisions already made.
Find the right documents
Surface the relevant revision, notes and checklist, with the source kept beside the answer.
Give agents the context
Let a compatible agent retrieve the approved facts and open questions through a scoped MCP connection.
Your business context.
Available to your own agents.
MCP—the Model Context Protocol—gives compatible AI applications a standard way to request context and tools. We scope what an agent can read and do, so your shared memory can become a foundation for the AI workflows you choose.
Our commercial real estate work includes an email-agent workflow and MCP property lookup tools. This animation uses fictional records; it is not a recording of a customer inbox or live agent execution. Meeting and agent connections are scoped for each build.
How MCP connects applicationsRead the walkthrough
- Read the signals. Review today’s saved emails and pull out the changes, requests and deadlines that matter.
- Connect the context. Connect related messages to the same project, its history and the decisions already made.
- Find the right documents. Surface the relevant revision, notes and checklist, with the source kept beside the answer.
- Give agents the context. Let a compatible agent retrieve the approved facts and open questions through a scoped MCP connection.
Example: three messages about the fictional Harbor Commerce review reveal a changed inspection schedule, a revised lease and a request for a status update. Connecting them surfaces the lease, inspection notes and review checklist. A proposed MCP handoff gives a compatible agent the known facts, source references, open approval and next check. The team remains responsible for reviewing the sources and approving actions.
Download the full transcriptLET’S START WITH SOMETHING USEFUL
What does your team
keep explaining to AI?
Tell us about one repeated task. We’ll map the context it needs and propose a focused implementation, with employee lessons included in the scope.
- Business playbook and source assessment
- Data preparation and AI annotation
- A workflow to test with your team
- Hands-on lessons and a practical guide
Connections, supported formats, hosting, lesson count, support, timeline and pricing are agreed in a written proposal. Start with approved sample data and expand after review.
A FEW GOOD QUESTIONS
Know what you’re building.
What is the business playbook for?
It captures the context that files often leave out: your vocabulary, roles, approval rules, recurring processes and exceptions. We use it to guide how information is organized and how selected AI workflows should interpret it.
What does AI annotation mean?
It means adding useful structure to information: which customer or project a record belongs to, who is responsible, what changed, which dates matter, and where the evidence comes from. Your team reviews representative results, corrects mistakes and resolves uncertain or conflicting information.
Can we use our own AI agents?
We assess your agents and tools during discovery. Where compatible, a scoped MCP connection can let them request approved business context and tools. Each connection, permission and action is configured and tested for your workflow.
Will you process everything at once?
We begin with the data behind one useful workflow. We assess file formats, quality, permissions and processing needs before agreeing a larger import. Refresh schedules and ownership are part of the scope.
Does this train a new AI model on our business?
The starting point is structured knowledge and context that AI can retrieve and use. It does not require training a new model. Any external provider, data handling terms or separate model training would need its own agreement.
Can you teach our employees in person?
Yes. We offer sessions in the Los Angeles area and remote lessons. We agree the location, group size, session count and follow-up support in your proposal, then teach the workflows your team will actually use.
What is already built?
Our commercial real estate work includes an email-agent workflow, property research, saved alerts, spreadsheet records and source-linked decisions. Property lookup tools are available through MCP. Each customer’s inbox, meeting capture, business knowledge and agent connections are configured and tested for their agreed scope.