Professional offices
Client paperwork and reminders, handled.
New-client paperwork, appointment reminders and monthly reports, handled. You just say yes on your phone. For accountants, bookkeepers, insurance and real estate agents, lawyers and consultants.
What we can take off your desk
Jobs your agents can do. You say yes on your phone.
Anything that goes out waits for your yes.
- Client intakeA new client's forms and documents sorted, with a list of what is missing sent for your OK.
- Document requestsReminders for missing documents drafted until they arrive; you approve them in one batch.
- AppointmentsMeetings offered from your real calendar, with reminders ready for the day before.
- Meeting follow-upsA summary and next steps drafted after each meeting; you approve before it goes.
- Monthly client reportsEach client's monthly report drafted on the first of the month, ready for your review.
- DeadlinesFiling and renewal dates tracked for every client, with a warning weeks ahead.
- Invoices and paymentsInvoices drafted from time records, and reminders ready when they are late.
- Common questionsReplies drafted to the everyday questions in your tone; anything tricky comes to you.
A good first job: new-client intake with nothing missing. Start to finish: from a new client's first email to a complete file, with every missing document chased. Live in two weeks.
Your agents
Agents set up for professional offices, with the way your office works.
- THE NEW-CLIENT DESK
Collects a new client's details and documents and chases what is missing.
- THE REMINDER DESK
Confirms appointments, sends reminders and follows up after each meeting.
- THE REPORTER
Drafts each client's monthly report for your review.
A morning with your agents
Tax season intake
Orlenby Accounting, a fictional demo bookkeeping and tax office with 6 people.
- A new client uploads 23 photos of receipts and forms through your website.
- Your agents sort them by type and year, list what is missing for this kind of return, and draft a friendly checklist email.
- Two meeting times are offered, and reminders are drafted for clients still missing documents.
- You tap yes on the checklist email and the meeting.
- The client knows exactly what to bring.
3 documents missing for this return; meeting Thursday at 10:00. Send?
Result for the demo company: A new client file ready in 10 minutes instead of 45; missing documents found before the meeting, not during it; 12 hours a week back in March.
And then: A monthly report for each bookkeeping client, drafted on the first of the month.
Example
See it working.
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RESULTS VIDEO
A week of one agent team, in 80 seconds
Quotes, invoices and stock checks running, with a person approving every key step.
Watch the video →
Start with a Quick Audit
Free: a short conversation about where your hours go, and which option fits. We reply within two working days.