Open Claude and ask about your book — "Which of my deals are still waiting on term sheets?" — and get an answer from your live Lev data.
Claude pulls what it needs from Lev. You never paste deal data into a prompt.
Answers come from your live pipeline, not last week’s export.
Claude pulls from Gmail, Outlook, Zoom, and your other connected apps — and writes back to Lev. Hang up a lender call, and the notes are already on the deal.
"Pull the quote from the lender’s email and add it to the deal" — done in one ask.
Quotes, notes, and follow-ups land on the deal record, not in scattered threads.
Ask once, run forever: a pipeline brief every morning, stale-deal flags every Friday, lender follow-ups teed up before you log in.
A morning brief on every deal that moved, waiting when you sit down.
Recurring checks run on their own — you review what comes back.
Ask about deals, term sheets, and lenders like you’d ask a colleague.
Figures cite the documents they came from.
Claude asks before it writes anything to Lev.