See it working
before you decide
Every demo runs on the same stack we use for real client projects. No slides, no screenshots — just the actual thing. Fifteen automations, all live.
These demos use sample data — nothing is sent or stored. The logic and workflows are real.
Enquiry & Lead Capture
Every new enquiry scored, logged, and responded to — before you've seen it.
Most enquiries get a slow reply, or none at all. This automation captures every submission, scores it against your criteria, and fires an immediate personalised response to hot leads while queuing the rest. A clean contact record is created with no manual input. Duplicate enquiries are caught automatically.
Open demoAppointment Setting
Clients book directly into your calendar. No back-and-forth.
A booking link tied to your actual availability — confirmation and reminders go out automatically, preparation materials are sent based on meeting type, and no-shows trigger a follow-up without you doing anything. The calendar admin that fills your mornings, gone.
Open demoClient Onboarding
One form from the client. Everything else is automatic.
New client submits their details — the system creates the folder, populates the database, sends the engagement agreement for signature, and kicks off a three-email welcome sequence. An onboarding tracker shows exactly where each new client sits in the process. You see it when it's done, not while it's happening.
Open demoClient Intake Triage
Every client request categorised, prioritised, and acknowledged — automatically.
When an existing client submits a request, the AI reads it, runs a conflict-of-interest check, and routes it — urgent matters straight to your inbox, routine ones into the queue. The client gets an acknowledgement with an expected response time. Every open request sits in a single dashboard, ranked by urgency.
Open demoClient Portal Updates
Clients stop calling to ask where things are.
Every time a matter hits a key milestone, a plain-English update goes to the client — drafted and sent without human involvement, with links to relevant documents. Tone and detail are configurable by matter type. The "where are we up to?" calls drop off sharply.
Open demoInvoice Generation
Matter complete. Invoice sent. Payment link included. No manual input.
When a matter closes or hits a billing milestone, an invoice is generated and emailed to the client automatically. Disbursements and expenses are picked up as line items. Records update when payment lands. If it doesn't, Document & Payment Chasing picks it up from there.
Open demoDocument & Payment Chasing
Outstanding documents and payments chased daily — without you having to ask.
A four-stage chasing sequence runs automatically across days 1, 4, 7, and 10 — escalating in tone as it goes. The moment a signature lands or payment clears, the chase stops. If nothing has moved by day 10, an alert fires and the folder is flagged for review. No more manually tracking who owes what.
Open demoDocument & Proposal Generation
A complete first draft — generated from client data, gated for your approval before anything goes out.
Fill in a brief, hit generate. A full draft appears using the client's data — exported to PDF, saved to their folder, and delivered with a covering note. Nothing is sent without your sign-off. Triggered by a form submission, a status change, or an external event.
Open demoDeadline & Compliance Tracking
Every deadline watched. Every missing file flagged before it becomes a problem.
Reminders go to the firm and the client at 30, 14, 7, 3, and 1 days out. If required files are missing 24 hours before a deadline, an alert fires. Missed deadlines trigger an escalation and an urgent task. A weekly digest gives one view of everything due in the coming days.
Open demoCall Notes to CRM
Call ends. Action items extracted. CRM updated. Client summary sent.
As soon as a call finishes, the transcript is processed — decisions, action items, and next steps pulled out and pushed to the client record. Tasks are created with owners and due dates. Any mention of urgency or dissatisfaction is flagged automatically. The summary email to the client is toggleable.
Open demoReporting & Data Sync
Your weekly report written, formatted, and in your inbox — without you touching a spreadsheet.
Pulls data from your CRM or project tracker on a schedule, reformats it, and drops it into a Google Sheet. A written commentary is generated automatically — plain English, comparing this period against the last — and delivered to your inbox with a link. If the data looks wrong, an alert fires.
Open demoClient Retention & Referrals
Clients you haven't heard from in months, re-engaged without you remembering to do it.
Clients who've gone quiet at 60, 90, or 180 days are identified automatically. A personalised re-engagement email is drafted for each one — reviewed and approved before it goes out. A review request fires 14 days after every matter closes. Top-tier clients get a referral nudge at the right moment.
Open demoNPS & Satisfaction Survey
Know which clients are happy, which aren't, and catch the unhappy ones before they leave.
A short survey goes out automatically after each matter closes. High scorers are prompted to refer — automatically. Low scorers trigger an alert so the firm can follow up personally before the relationship breaks down. All scores feed into the client record for a running view of satisfaction over time.
Open demoVoice Appointment Setter
A new enquiry lands. Within seconds, they're on a call — qualified and booked before your team knows they exist.
The moment a lead submits your enquiry form, this calls them back automatically — asks two or three qualifying questions and books a discovery call directly into your calendar. No one on your team does anything. By the time you check your diary, the appointment is confirmed. Runs continuously, including outside office hours.
Open demoClient-Facing AI Chatbot
A knowledgeable assistant on your website, around the clock — logging leads the moment intent shows.
Most visitors leave without making contact. This puts a branded AI assistant on your site that answers questions about your services, handles common objections, and qualifies prospective clients at any hour. When someone shows genuine interest, their details are logged to your CRM automatically — no form required, no follow-up missed.
Open demoReady to build this
for your firm?
Book a free 30-minute call. We'll map your workflows, identify where your time is going, and give you a clear picture of what can be automated — and at what fixed price. No obligation to proceed.
Book a free audit