Custom GPT Kits

Create reusable AI bots with your firm’s knowledge built in.

GPTs vs. Templates

Templates are sets of instructions you paste into ChatGPT Projects. They tell ChatGPT how to behave — but every conversation starts from the same blank slate.

Custom GPTs go a step further. In addition to instructions, you upload reference files — your firm context, compliance checklists, output formats, and client tier definitions. The GPT reads those files on every conversation, so it already knows who you are, what rules to follow, and exactly how to format its output.

Think of Templates as giving ChatGPT a job description, and GPTs as giving it a job description plus a filing cabinet full of your firm’s knowledge.

Which should you use? Start with Templates — they take 60 seconds and cover most use cases. Move to Custom GPTs when you want consistent output across every conversation without re-explaining your firm’s context each time.

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Meeting Prep Bot

Transforms raw meeting notes into structured prep briefs with client summary, action items, talking points, and compliance flags — all formatted to your firm’s standard.

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Email Reply Assistant

Drafts professional, warm client emails — follow-ups, scheduling, check-ins — in your voice with built-in compliance guardrails and a consistent tone.

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