Your judgment, captured in three steps.
Wallace Understudy turns how you actually run your practice into a living playbook: captured on your machine, confirmed by you, validated against what you really do, and ready for your team from day one.
Capture. Validate. Continue.
Capture, on device
You drag in exports you already have: client lists, transaction histories, emails, notes, and notetaker transcripts. Client files are read on your own computer and never uploaded, and only the de-identified pattern leaves, never a name or an account number. Transcripts are scrubbed of names, account numbers, and balances on your computer before they leave, and are never stored. Documents that need to be quoted word for word, like procedures, checklists and policy manuals, are uploaded and stored with your account; that is the one thing we keep, and it is what lets your understudy cite the exact section. Then a short, targeted interview fills in what the documents can't explain. Where your files and your answers disagree, Wallace puts the contradiction in front of you and lets you decide. About ten minutes from your first document to your first playbook.
Validate against what you actually do
Anyone can write down what they think they do. Every rule in your playbook shows where it came from and how confident the capture is. On the Digital Twin plan, your understudy also replays your recent months against your own rules and grades adherence, an adherence score, not a guess. Then it watches for drift and asks the honest question: did the rule change, or did you slip?
Continue, with or without you
Your team today, and your successor someday, get a chat that answers from the rules you approved and the sources you enable, and cites every one. When it doesn't know, it is built to say "not covered" rather than invent, and it routes the gap back to you to fill. An optional weekly email tells you what drifted, what went unanswered, and what changed.
One playbook, three jobs
Training
Your best training program is how you actually run the book. Juniors learn the method with receipts: every answer cites the rule and the document it came from, so onboarding stops depending on who has time to shadow.
Continuity
The same method, every day, under anyone. Clients don't drift because the numbers changed; they drift because the thinking did. The playbook keeps the thinking steady.
Succession
Your successor inherits the files and the phone list, but not the thinking. The digital twin carries the thinking forward, so the handoff is continuity your clients never feel.
Privacy by design
Client files are read on your own computer and never uploaded. Only the pattern leaves, never a name or an account number. The one thing we store is your firm's own documents, the procedures and checklists your understudy quotes back. Wallace keeps the playbook, not your client roster. Read our Data and AI practices.
The judgment shouldn't live in one head.
Your team runs on it today. It's there when you step back.