Integrations · Meetings
Every client call becomes a recap with decisions, actions and owners within the hour, in your format, reviewed backstage before the client sees it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
Fictional clients. Real shape of the work.
No integration project. A minute, and the AI teammate is working.
Pick the tool from the list, or ask the AI teammate to connect it.
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
The AI teammate gets to work and reports back. Change or remove the connection any time.
Not until you say so. It lands backstage for your review first.
Yes, across that client's transcripts only.
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We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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