A family office in your pocket
Sarthi crosses every domain of family life — legal, health, finance, tax, and tasks — with AI agency, role-based access, and cross-border support.
In-App AI Chat
Private, family-only AI conversations. Ask questions across any domain — legal, health, finance. Create entities, tasks, and deadlines with natural language. The AI understands your family's full context.
- Natural language entity creation
- Domain-aware responses
- Inline action cards for created items
- Role-scoped — each member sees what they should
Smart Briefings
Morning and evening push notifications tailored to your role, timezone, and current location. Your AI assistant factors in travel time and traffic to calculate departure alerts.
- Time-zone-aware delivery
- Role-scoped content
- Travel-aware departure times
- Collapsible sections by domain
Location-Aware Nudges
'Leave now for Dr. Patel — 35 min drive.' Departure alerts with real travel time. Geofenced task reminders fire when you're near the pharmacy or courthouse. Family location sharing (opt-in).
- Departure alerts with tap-to-navigate
- Geofenced task reminders
- Family location sharing (opt-in)
- Travel-aware briefings
Document Vault
Upload legal contracts, medical records, tax filings, and financial documents. Everything is searchable, tagged by domain, and linked to the right entity. Full-text search across all documents.
- Cross-domain search
- Tagged and organized by entity
- Secure storage on Cloudflare R2
- Share with guests (scoped)
Role-Based Access
Owner, Member, and Guest roles with container-level permissions. Invite your lawyer to see only the relevant legal cases. Your accountant sees only finance. Family members never exposed to guests.
- Owner — full control
- Member — shared domains + own tasks
- Guest — scoped to specific entities
- Container-level permission control
Deadline Tracking
Cross-domain deadline tracking with Time Sensitive notifications that break through Do Not Disturb. Critical alerts for overdue legal filings and missed health appointments.
- Time Sensitive notifications
- Critical alerts for overdue items
- iOS Calendar sync (EventKit)
- Snooze and resolve workflows
Deep in every domain
Not a surface-level integration. Each domain has purpose-built entity types, AI prompts, and workflows.
Legal
- Case status tracking with timeline
- Hearing date enforcement
- Lawyer contact management
- Court document organization
- Guest access for legal professionals
Health
- Per-person medication tracking
- One-tap medication confirmation
- Doctor appointment management
- Condition monitoring
- Proactive health research by AI
Finance
- Multi-country business entity tracking
- Compliance deadline enforcement
- Asset registry across jurisdictions
- Insurance policy management
- Guest access for accountants
Native iOS experience
Built deep into the Apple ecosystem.
iOS-First Mobile App
Native iOS experience with Face ID, widgets, and offline support.
Calendar Sync
Deadlines and appointments write to your native iOS Calendar.
Contacts Sync
AI-managed family contacts synced to each member's phone.
Biometric Unlock
Face ID / Touch ID required to open. Tokens in iOS Keychain.
Offline-First
Embedded SQLite replica on device. Works without internet.
AI-Powered Research
Proactive health research and legal deadline analysis.
No credit card required.