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Every file stuck on a client is a bill you can't send.
We build your company's brain. It knows everything your business knows, and tells you what's slipping before you have to ask.
For law, accounting, staffing, insurance, advisory, design and property management firms with 20 to 200 people.
AI drafts. Your people decide.
Push · Sample
Mon 7:00 a.m. · to the partner
Ask
Waiting on the client. Two 1099s are still missing. Priya last asked 9 days ago.
Act
Waiting for your OK.
Sample. Your brain answers from your records.
Where the money slips.
Files stuck waiting on a client.
Records, documents and signatures nobody chased. The work can't finish, so it can't bill.
Sample · Mon 7:00 a.m.
14 files waiting on a client, oldest 23 days. $18,400 in fees on hold.
Practice softwareEmail
Extra work nobody billed.
Scope grows a little at a time, and nobody sends the amendment.
Sample · Friday
Riverside project is 26 hours past scope. No amendment sent. $4,160.
Time entriesContract
Leads and renewals that went quiet.
A new inquiry nobody called back. A renewal nobody started until it was late.
Sample · 7:00 a.m.
7 renewals due in 30 days with no outreach yet. $22,900 a year.
Client recordsCalendar
Find your firm.
- Law firms
- Accounting and CPA firms
- Recruiting and staffing
- Insurance agencies
- Financial advisors
- Engineering and architecture
- Property management
Also fits: IT managed service providers, and title and escrow. Don't see yours? Talk to us (opens cal.com in a new tab).
What the brain does for firms.
Push
The right info reaches the right person, before they ask.
Monday at 7 a.m., the partner gets every file waiting on a client, oldest first, with who asked last.
Ask
Everything your business knows, one question away.
"What did we do for the Quinns last year, and what did review flag?" Answered in seconds, with the source.
Act
Agents answer, chase, and close the loop. You approve.
A reminder listing exactly what's missing, drafted for your staff to edit and send.
It will never give legal, tax or investment advice, bind coverage, or contact a client or candidate on its own.
AI drafts. Your people decide.
You stay in charge.
You'll work with Mac Earle, over screen-share from Miami. Nothing changes for clients until your people check the answers.
- A person approves before anything goes out.
- Every answer shows where it came from. Unsure gets flagged for a person.
- People only see what their job needs.
- Your data stays yours: single-tenant, US-hosted, encrypted, never used for training.
- You own what we build, and we hand it over whole if we part ways.
Bar rules, IRC 7216, SEC books and records, insurance licensing: your duty stays yours. See what we give you in writing.
