The AI Operations Team Your Financial Firm Never Had
Four connected tools that answer every inquiry, chase every document, qualify every lead, and keep clients informed, while your professionals keep sign-off on everything
The busiest firms leak the most
Every one of these happens between the real work, and every one costs chargeable time or a client
Inquiries lost in peak season
A business owner asks for a quote in the middle of filing season. The reply comes four days later. They signed with the firm that answered the same evening
Weeks spent chasing documents
Staff send email after email asking clients for bank statements, receipts, and records, and track who sent what in their heads
The same letters, typed again
Engagement letters, renewals, and proposals are drafted manually every single year, by people whose time is chargeable
"Is my return filed yet?"
Clients email and call for status updates, and someone stops chargeable work to go and check
Four tools. One connected system for your practice
Capture the inquiry, convert it into a client, deliver the work, and retain the relationship
Every inquiry answered instantly, even in filing season
When a prospect contacts your firm, the intake assistant responds in seconds on your website, WhatsApp, or email. It collects the entity type, services needed, and deadlines, books the discovery call, and files a complete record into your CRM before anyone on your team lifts a finger.
- ✓ Peak-season inquiries captured, not buried
- ✓ Entity, services, and deadlines collected up front
- ✓ Discovery calls booked straight into your calendar
Engagement letters and document requests on autopilot
Engagement letters, proposals, and renewal letters are generated from the client record instead of typed from scratch. Document request lists go out automatically, and the system chases clients for missing records so your staff stop playing email tennis. A qualified professional signs off before anything is sent.
- ✓ Letters and proposals drafted in minutes
- ✓ Missing records chased automatically until complete
- ✓ Mandatory professional review before anything goes out
Partners see the clients worth winning
Every inquiry is scored on entity size, service fit, and recurring value before it reaches a partner. High-value prospects trigger an instant alert. Proposals and renewals sit in one live pipeline, so nothing slips between filing deadlines.
- ✓ Scoring tuned to recurring engagement value
- ✓ Instant alerts on high-value prospects
- ✓ Proposals and renewals in one pipeline view
Clients informed at every stage, without the phone ringing
Clients get automatic updates as their work moves, records received, accounts in review, return filed, plus reminders ahead of every deadline. Anything sensitive routes to a human first, so your firm controls every word a client reads.
- ✓ Status updates at each stage of the engagement
- ✓ Deadline reminders sent before clients ask
- ✓ Sensitive messages always routed to a human
Built around how your firm already works
Discover
We map how work moves through your practice, from first inquiry to filed accounts, and where the chargeable hours leak
Build around your stack
The tools connect to your practice software, email, calendar, and WhatsApp. Nothing gets replaced
Pilot one service line
We go live on a single stream first, for example individual returns, so your team sees it work before it expands
Manage & improve
We run the system as a monthly service, with your professionals keeping sign-off on everything client-facing
What We Can Build for Financial Firms
Your professionals keep sign-off on everything
What firm partners ask us
The assistant introduces itself honestly and hands off to your team whenever a human should take over. Nothing pretends to be your team
The system works inside your existing tools and your data stays yours. Sensitive communications are always routed to a human before anything is sent
No. The operations layer is built around what your firm already uses. Your practice management, email, and calendar stay exactly where they are
Your firm keeps sign-off. Letters, proposals, and sensitive communications require professional approval by design
Find out where your practice leaks chargeable hours
A free manual audit of your intake, documents, pipeline, and client communication. Delivered within a day. No obligation