Proposals drafted, engagements invoiced, meetings scheduled, and clients kept warm - under your firm's accounts, behind your approval on everything a client sees.
No credit card required. Cancel anytime.
From inquiry to invoice as one supervised flow: agents draft and track, partners approve everything a client sees.
An inquiry arrives
Draft engagement letter from your templates
Send for e-signature, track and nudge
Generate and send the invoice
Check-in scheduled for the review date
Two partner approvals. Zero partner paperwork.
The agent remembers the review date, the renewal, and the client you have not spoken to since March - and drafts the right check-in at the right moment.
Finance runs the engagement paper trail - live today at $69/mo. Add Sales if you want the pipeline worked too.
Most firms run the $59 base with Finance for proposals and billing, adding Sales when they want the pipeline worked too. Cancel or change any month.
Caps at $599/mo for everything · failed actions never cost a credit · 7-day trial with 500 credits.
Agents work under scoped access to your accounts, actions are logged and replayable, and nothing leaves the firm without an approval. Access is revocable at any time.
Yes. Split approvals by client or engagement so each partner reviews their own book.
It removes non-billable admin, which is the point. The hours you reclaim go back on the clock; the agent does not touch your rates.
Faster responses and fewer dropped threads, in your voice. Everything a client sees passed through your approval first.
Proposals, invoices, and follow-ups on agents, partner approval on everything. The practice feels bigger without getting heavier.
No commitment. Month-to-month, cancel anytime.