Agent library / Client meetings / Household facts from documents
Household facts from documents
Ask about a household and PitCrew answers from the documents on file, such as trusts, estate documents, statements and agreements, with the page each fact came from. Useful before a call or a meeting.
When it runsWhenever someone asks
Who approvesThe person asking
Works withDocument storage, CRM
How it works
4 steps.
- Takes the questionFor example, who are the trustees, or what is the fee schedule
- Searches the documentsFor that household only
- Answers with sourcesEach fact linked to the page
- Says when it can't find itInstead of guessing
What it reads and what it produces
Reads
- Documents in the household's folder
- CRM records
Produces
- Answers with page references
- A note when something is not on file
Rules it follows
- Cites every factEach answer links to the page it came from.
- Stays within the householdIt answers from that household's documents only.
- Says when it doesn't knowIt never fills a gap with a guess.
Questions firms ask
Last updated: October 2026
Can it see every household?
Only the households the person asking is allowed to see.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Client meetings
Meeting prep briefBuilds a one to two page brief before each client meeting, with open items and missing documents.Meeting notes to CRM tasksTurns meeting notes into CRM tasks, record updates and a client follow-up email draft.Review schedulingFinds households due for a review and drafts the invitations.Conversation reviewReads meeting notes for promises made, complaints and topics compliance should see.
Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.