Built around your process
Your rules. Your way. Set up with you.
Standard automations cover most work. When your firm has its own way of doing things, we turn it into rules the AI follows, and you check them before they run.
Ask your question, or say you would like an online meeting in your message and we will arrange a time. Scoped and quoted for each firm. We tell you honestly if something is not a fit.
- 01Tell us how you work. A short message is enough.
- 02We map it and reply with what is possible and a quote.
- 03We set it up with you. You approve it before it goes live.
Ifa bill is over a set amountit goes to the partner first
Ifthe property is Maple Courtuse that property's coding
Ifit is the 5th of the monthsend the owner their pack
Ifa document lands in the shared mailboxfile it under the right client
Example rules, illustrative. What is possible depends on your setup.
Try it free for 14 days.
No credit card required.