Morrel Hirsch & Advisors · Demonstration workspace
Demo · Synthetic data

Approvals

Only items beyond standing authorization appear here. Approval binds recipient, channel, and exact content — any edit requires a new approval.

Communication draft · v1
Post-close check-in & referral request
Needs your approval
To
Grace Lin
Channel
Email (Grace prefers email; texts opted out)
Hi Grace — it's been a year since you got the keys to Hawthorne Place. I hope the house is treating you well! If anything needs a recommendation — contractors, an updated valuation — I'm happy to help. And if a friend is ever thinking about a move, I'd be grateful for the introduction. — Leslie
Internal context (never sent to client): One-year anniversary of closing. Referral requests require approval under this workspace's policy.
approval binds recipient + channel + content hash a8229552 · ref DE-GL-0150