ForthWrite

ForthWrite provides software and consulting for financial services firms. It drafts emails in a firm’s own voice and fits into the existing inbox workflow rather than requiring migration. The offering targets accounting and tax firms, advisors and RIAs, and lenders and brokers. The service emphasizes that drafts are produced inside familiar tools and that a team signs and sends. The consultancy component maps work and builds processes to run without a person where possible.

ForthWrite operates by starting from the existing work flow rather than the tool, and by integrating with systems teams already use. It asserts that drafting happens in the mailbox your team uses now and that the firm’s standards live on the work rather than in individual memory.

The product emphasizes that it can run inside Gmail and Outlook and that a firm can keep a single model key on paid plans. It presents four steps (Diagnose, Audit, Roadmap, Implement) to guide engagements, with free diagnostics and fixed-scope implementations. The aim is to keep the judgment and signature with the humans while AI drafts.

Consulting engagements map and optimize workflows for financial services firms, including accounting and tax firms, advisors and RIAs, and lenders and brokers. The consulting page describes a diagnostic, an audit, a roadmap, and an implementation phase, and notes that engagements start with a free diagnostic. It emphasizes that engagements focus on what can run without a person and how to implement written SOPs.

Use cases

• Inboxes and client email workflows