01
Client intake & onboarding
Engagement letters, intake forms, and KYC docs collected, signed, and filed automatically before the first meeting.
02
Document review & summarization
AI reads contracts, filings, and reports and surfaces what matters — so your team spends time on judgment, not reading.
03
Billing & time capture
Activity logged, billed, and invoiced with minimal manual entry. Fewer write-offs. More billable time actually captured.
04
Client reporting & communication
Routine updates, status reports, and deadline reminders generated and sent automatically — on your schedule, in your voice.