Meet Cortex

The intelligence
behind Reflane.

Cortex looks across your whole book and recommends the one thing worth doing next for each relationship, with the reasons in plain English.

Reads the signals. Who has introduced before, which introductions became clients, how long since your last ask, what is still open, and your own feedback.
Recommends one next step. Ranked, with the reasons behind it, so you never have to guess why.
You decide. Accept it, snooze it or pass. Nothing is sent without you, and opt-outs always win.

Possible next actions

Cortex is in private testing and arrives for founding members first.

A reminder calendar asks everyone.
Cortex asks the right person.

Question	A reminder calendar	Cortex
Who gets asked	Everyone on the list	The relationships that are ready
When	Every quarter, no matter what	When history and timing say so
Right after an introduction	Another ask goes out anyway	The ask waits. Thank them and follow up first
Who comes first	Whoever is next alphabetically	Proven advocates and overdue thank-yous
Why	No reason given	Plain-English reasons on every suggestion

01Reads your book
Referral history, introductions that became clients, time since your last ask, anything still open, and your feedback.
02Rules out
Anyone who opted out, anyone with an ask already pending, and anyone whose introduction is still open.
03Ranks what is left
Overdue thank-yous first, then follow-ups, then asks to proven advocates, then everyone else.
04Explains itself
Every suggestion carries its reasons, so you can agree, disagree or adjust.
05Learns from you
Snooze it and it waits for your date. Pass and it will not repeat that suggestion for 30 days.

Today’s recommendations · example

Sarah JensenCurrent client
Ask now
Why
- Introduced two people who became clients
- Your last ask was four months ago
- Nothing from her is still open
Review the askSnoozeNot now
Marcus LeeIntroduced Dana Park yesterday
Thank
Jordan WilliamsIntroduced by Sarah · 3 days, no reply
Follow up
Priya ShahAsk sent last week
Wait

Illustrative example with sample names.

Ask now: The relationship is ready and the timing is right.
Follow up: Someone was introduced to you and is waiting. Reach out while it is warm.
Thank: A client made an introduction and has not been thanked yet.
Reconnect: It has been a while. Rebuild the relationship before asking.
Nurture: A new relationship. Add value before you ask.
Wait: Asking now would hurt more than help, for example an ask is already pending.
Do not contact: They opted out. Cortex never suggests outreach to them.

Two people, two decisions. The client who introduced someone and the person they introduced get separate recommendations, so following up never crowds out a thank-you.
It shows its work. Every recommendation is recorded with its reasons, so its track record is visible over time.
It stays in your book. Cortex never reads message content, and one advisor’s relationships never inform another’s.
You stay in control. Cortex suggests. Nothing is sent without you, and consent and opt-outs are enforced before anything goes out.

Cortex arrives for founding members first. Book a walkthrough to see Reflane today and where Cortex takes it next.