Some of what we set up for service firms
Meetings to tasks
Meeting notes are turned into tasks with owners and due dates.
Proposals
Proposals are drafted from your own templates and rates.
Retainer tracking
Retainer usage is tracked, and your account lead gets an alert before it runs out.
Client requests
Client requests are logged and routed to the right lead.
Time entries
Time entries are cleaned up and ready for billing review.
Client reporting
Monthly client reports are drafted from your own data.
Some of the software we connect for service firms
All platforms
Questions service firms ask us
Can AI turn our meetings into tasks?
Yes. Notes become tasks with owners, and the account lead approves the recap.
Does this work with our CRM and project tools?
In most cases, yes, because we connect through each platform’s official API first, then scheduled reports or exports, then browser steps your team approves.
Who approves what goes to clients?
Your team, until you decide a step can run on its own.
How is client information protected?
Each workflow gets only the access it needs, your data stays out of model training, every action is written to an action log, and you own everything we build.
What happens if a draft is wrong?
Your team edits or rejects it from the approval email, and every action stays in the action log.
Will this replace anyone on our team?
The workflows take over the copying, chasing and retyping, and your team keeps every decision and every customer relationship.