Regaldi Legate 1.0
Legate 1.0  ·  First cohort open

An AI assistant for research, correspondence and follow-up.

Say it once. It carries the rest.

An AI assistant for the person who signs.

Research, correspondence, documents and follow-up in one workflow. Regaldi configures it with you and supports the first runs. You review what goes out and decide which permissions to grant.

Legate 1.0 · representative data
Legate dashboard with representative data: open deals, tasks, pipeline stages, Legate activity and recent emails on one screen
Detail · 1:1 Close-up of the dashboard at full size: the pipeline stages and recent activity
Legate activity feed with representative data: each action it took, the record it touched, and the time
Detail · 1:1 Close-up of the activity feed at full size: individual actions with their records and times
Legate Trust Center with representative data: the pause-all-outreach control, the items waiting for approval and this month’s spending
Detail · 1:1 Close-up of the Trust Center at full size: the approval queue and spending figures
Legate Lead Finder with representative data: saved searches with company and contact counts for each
Detail · 1:1 Close-up of Lead Finder at full size: the company and contact counts of a search
Legate campaign report with representative data: delivered, opened and clicked counts and the campaign funnel
Detail · 1:1 Close-up of the campaign report at full size: the funnel from delivered to clicked
Five screens

Screens show version 1.0 with representative data. Connected functions depend on the workflow and integrations configured for you.

Legate 1.0 · representative data · scroll to read
Instruction · from youRecorded

“Follow up with the business accounts that have gone quiet.”

The trade changes. The sequence does not. Find me twenty firms who send out work like ours. Get me introductions.Everyone who stopped ordering in the last ninety days. Find out why.Our donors from three years back. I want them at the gala.
Prepared for reviewNot yet sent
AccountHistoryRestrictionsDraft
Sample account A Checked Checked Ready
Sample account B Checked Checked Ready
Sample account C Checked Checked Ready
Sample account D Checked Checked Ready

Sample rows for illustration only. In your workflow, each row is one of your own records, checked against the history and restrictions you connected.

Waiting for your approvalYour decision
ToSample account A · the contact on file
SubjectChecking in after a quiet stretch

Hello,

We have not heard from you since your last order, and I wanted to check that everything is still working as you need. If something changed on your side, or if a different arrangement would suit you better, I would like to know.

Would a short call next week be useful? If not, a reply here is enough. If you would rather not hear from us again, reply “stop” and we will not write.

With regards,
[Your name]

Proposed costShown here before approval. No figure in this illustration.
SampleFictional draft for illustration. Your drafts use your own voice, records and limits.
Within the permissions you grantedIn progress
  • Sample account ASent · awaiting reply
  • Sample account BReply received · task created for your team
  • Sample account CSent · awaiting reply
  • Sample account DNo reply yet · follow-up prepared for your review

Sample statuses for illustration. Only approved messages leave; follow-ups return to you unless you granted a standing permission.

Work logFor your review
  1. 01List prepared, checked against history and restrictionsLegate
  2. 02Drafts submitted for approvalLegate
  3. 03Recipients and wording approvedYou
  4. 04Approved messages sent, replies recordedLegate
  5. 05Task created for a named person on your teamLegate
  6. 06Open items waiting for youYou

Sample log for illustration. Entries record application actions and their status; Regaldi reads the first runs with you.

What it is
A desktop application on your Mac, with a dashboard you read from anywhere. Configured and supported by Regaldi.
What it touches
Your mailbox, your pipeline, your documents, the phone, and its own browser for the portals that have no other door.
Day one
Everything that leaves the building waits for your approval. Further permissions are granted later, in writing, one kind at a time.
Getting in
A first cohort of ten companies, configured with the people who built it. No sales call: four written answers first.

Say where you work. Ita reads it before she says hello.

AI assistant Ita is software. A principal reads the transcript afterwards.

The first cohort is ten companies.

No download button

The application and dashboard are configured during onboarding. Ten companies, weekly reviews of the selected workflow.

What a place costs

Setup, the standard monthly workflow and a pilot month are priced on the pricing page, with what each includes. External costs are separate. See pricing →

What it buys

Regaldi configures the workflow, helps migrate the agreed records and supports the first month. You keep decisions and approvals.

The one condition

You agree to be measured. Everything Legate does for you is written down and read with you weekly.

Four questions No sales call · a reply by email

Describe the business task only. No patient information, client files, financial account details or passwords.

Your answers are sent through FormSubmit to Regaldi so we can review and respond. Our Privacy Policy covers processing, including assisted drafting; our Website Terms cover the scope of this site.

Prefer email? Write directly →

Hands

It works on your computer

Installed on your Mac, with its own browser signed into the accounts you use. It fills forms and works portals that were never built for machines. Where a site asks for a human, it stops and calls you in.

Eyes

It reads before it writes

Your mailbox, your pipeline, the company it is about to approach, and the public record. History provides the context for the draft you review.

Ears

It answers the phone

Configured voice workflows can answer calls, prepare summaries and route a caller to your team. The caller is told they are speaking with an AI system. Recording and transcription are a separate setup, enabled only after you and your counsel have reviewed the notice and all-party consent Florida requires.

Voice

It can place a call

Outbound calls use an AI-generated voice that identifies itself as such, working from a brief built out of your own data. Before calls are enabled, you and your counsel review the consent of the people called, do-not-call restrictions, calling hours and recording requirements. The software does not decide whether a campaign is lawful; you and your counsel do.

The ears and the voice are the two senses a screenshot cannot show. Talk to Ita for five minutes and judge them yourself.

Florida land research with Quarry is done in Regaldi Studio, the desktop workspace where you direct the work yourself. The Legate in Chrome browser extension has its own privacy notice.

Permissions you can define and review.

01

Written permissions first

Accounts, recipients, channels and the work Legate may do are set down in writing with you before the workflow goes live. Legate holds no power of attorney and signs nothing on your behalf.

02

Review before it leaves

The initial workflow routes outgoing work to you. A later standing permission needs a defined scope, budget and duration, and can be narrowed at any time.

03

Pause, and read the record

The Trust Center pauses outreach and shows pending work. The activity feed records application actions and their status. Controls reduce risk; they do not make software infallible, and delivered messages cannot be recalled.

  1. Day one

    Everything comes to you first, with the draft, the cost and the reasoning. You approve the exact text you read.

  2. After the first runs

    It may act inside the permissions you already gave, and only those. Not new powers; the granted ones, now used without waking you for each instance.

  3. Any day

    Pause outreach, narrow permissions or end the engagement. Completed actions are reviewed separately.

The method Read the ten floors behind the workflow

An idea is not permission. Understand the task, check its scope, prepare the work and record the action. This is the design behind the workflow you review.

Mind
The Will

Not its own. Yours: written down, versioned, revocable at any hour. Everything below descends from this one record.

The Flash

The moment something becomes worth doing: a sentence you spoke, or a measurement and an intention in disagreement.

The Understanding

The flash opens into structure: what the gap is, what would close it, what that costs, and which part is still an assumption.

Measure
The Generosity

The widest reading. Everything that could be done here for you, before anything trims it.

The Restraint

The charter, the never-approach list, the daily limits. Not a filter at the end: a floor the thought has to pass through.

The Proportion

The two weighed against each other. What survives is not the most that could be done. It is the right amount for you.

Execution
The Persistence

What it keeps doing when the first attempt meets silence, and for how long before that becomes pestering.

The Attunement

The form bends toward the person receiving it: their standing, their history with you, their language.

The Channel

The form it takes on the way out: a letter, a call, a document, a task for someone on your team.

World
The Deed

It leaves the building with the whole descent recorded behind it, so the deed can be walked back up to the will that produced it.

Not an industry. A situation.

  1. You are the bottleneck

    Everything important routes through you, and the day ends before the list does.

  2. What leaves carries weight

    A client, a patient, a donor, a regulator. A careless letter costs more than a lost lead.

  3. Nobody is coming to run the tools

    Five to fifty people, and no operations hire in the budget.

  4. One day, someone will ask why

    A board, an audit, opposing counsel. The answer has to be a record, not a memory.

By profession Explore work by profession
Law
Real-estate and title attorneys

Available parcel records and source references, with correspondence prepared for professional review.

Collections and judgment enforcement

What the debtor holds, the entities behind them, and demand letters drafted for the attorney to review and sign before any one of them is sent.

Immigration practices

The document checklist chased across forty clients who went quiet.

Estate and probate

Contacts and document checklists organised, reminders prepared for your review between hearings.

Plaintiff intake

Intake information the firm has already received, assembled for a lawyer to review, with open questions recorded. Any reply to the person comes from the firm.

For every law practice

Legate does not contact prospective clients, place solicitation calls or run advertising for a law firm. For firms it works on back-office matters under a lawyer’s supervision, and it presents itself as an AI system, never as a lawyer or a member of the firm.

Florida law firms

Back-office work under a lawyer’s supervision, set beside Florida Bar Ethics Opinion 24-1. Read the page for law firms →

Property
Brokers and agents

Owners of parcels like this one, found, researched, and approached in your name within the permissions you set in writing.

Title agencies

The research desk before the exam: the record assembled and cited, the licensed judgment still yours. Read the page for title agencies →

Property managers

Arrears chased politely and on schedule, vendors coordinated, owners reported to monthly. Read the page for property managers →

Builders and land investors

The auction calendar held, the dossier ordered before the bid, the follow-up after the sale.

Health
Independent and compounding pharmacies

The doctors who stopped ordering, found and asked why. The new practices in the county, researched and approached.

Dental and aesthetic clinics

Business correspondence and administrative follow-up. Patient-data workflows require a separate privacy and security review.

Concierge and private practices

The waitlist worked, the follow-ups kept, the referral relationships maintained in your voice.

Veterinary clinics

Reminders that go out on time and lapsed clients who hear from you first.

Counsel and money
Accounting firms

The missing documents chased client by client before the deadline. Read the page for CPA firms →

Insurance agencies

Renewals worked ahead of the date, quotes followed up, the book touched more often than one person can. Read the page for insurance agencies →

Consultancies and agencies

Past clients remembered, proposals followed up, the pipeline that does not rot between projects.

Recruiters and staffing

Both sides of the market researched and written to differently, and nobody promising left unanswered.

Community
Schools and nonprofits

The donors from three years back, found, remembered, and invited, with the history attached.

Religious organizations

The community roll kept, the pledges followed up gently, the events filled.

If your trade is not on the list but the four conditions read like your week, write anyway.

Do not take a place if:

  • You want volume outbound and the trail does not matter. We will be slower and dearer than the tool you actually want.
  • You want to switch it on and never look at it again. Legate is built to need the owner, deliberately.
  • You need it to hire, sign contracts, or move company money. It does none of those, and there is no setting that changes that.
  • Your procurement opens with SOC 2 and ISO 42001. The machinery is built. The certificates are not.

Legate in your profession

24 profession pages show where Legate fits in the work, which processes it carries and which stay with your team. Product access and supported workflows are confirmed before setup.

All professions →

What is Legate, in one line?

An AI assistant, set up and supported by Regaldi, that carries agreed work through research, drafting, review and follow-up. It is software, not a member of your staff.

How is this different from the AI assistant I already have?

A chat tool answers a question and stops. Legate finishes the work: finds the company, reads it, writes the letter, prepares the document, calls the number, books the meeting, gives the task to a person on your team, and comes back when that person has not answered. The connected functions depend on the workflow and integrations configured for you.

Can it prepare a document and send it?

It writes the document, turns it into a PDF, files it against the client or the matter, and attaches it to the letter. The sending is the part that stops and waits for you.

Can it give work to my staff?

It creates the task, assigns it to a named person, keeps its checklist, and remembers that it is waiting on them. It cannot compel anyone; it asks, reminds, and reports back to you.

Could it run the company?

No. It can carry your intent through the week: hold the goals, plan against them, direct the work, keep track of what was promised to whom, watch approved spending, and tell you where the business drifts from what you said you wanted. It does not hire, sign contracts or move company money.

What stops it doing something I did not want?

Written scope, application approval checks and pause controls support your oversight. Regaldi checks the selected workflow with you during setup. Review remains necessary, and completed external actions may not be reversible.

Is my data mixed with anyone else’s?

Legate uses access controls to separate client records. Before connecting an account, we review the deployment, who can access it and which service providers process its data. Product data terms are agreed separately from this website’s Privacy Policy.

How is Legate different from Regaldi Studio?

Legate carries the work for you: you hand over a workflow and approve what matters. Regaldi Studio is a separate desktop workspace where you do the work yourself, directing AI models step by step. Some owners will use both.

What does it cost?

Setup, the standard monthly workflow, a pilot month and what the standard workflow includes are listed on the pricing page at regaldi.ai/pricing/. External costs, such as email, AI services and phone usage, are separate. See pricing →

Can I download it today?

Access is arranged through onboarding for the first cohort. We confirm the supported desktop build, integrations and selected workflow with you before setup.

Hand the work over. Keep the final word.

Tell us about one workflow you want to hand over. Four answers start the conversation; Regaldi reviews the request before agreeing the setup and scope.

Legate supports prospecting, campaign, outreach and telephony operations. It does not determine whether a particular contact, data source, campaign, or message is lawful in a given jurisdiction. Clients remain responsible for contact permissions, data-source rights, message content, call recording consent, and compliance with applicable marketing and privacy laws. Open and delivery metrics depend on signals reported by email providers and may not reflect actual human engagement. The Windows build is not yet code signed and Windows will show a publisher warning at install.