AI that understands
your practice
Connect your tools. Deploy AI that understands finance, consulting, legal, and professional services.
Built on SOC 2 infrastructure • Your data never trains AI models • You approve every action
Capabilities
Three agents, one assistant
Industry-specific skills that work across your tools — not another generic chatbot.
Email Triage
Categorizes client communications, deal flow, follow-ups, and admin. Drafts context-aware replies. Never sends without your approval.
Document Intelligence
Searches your documents for contracts, memos, financials, and deliverables. Synthesizes cross-document insights into structured briefs.
CRM Automation
Extracts contacts from communications. Updates pipeline stages. Logs activity across your practice. All changes require your approval.
Connect
Link Gmail, Outlook, Slack, and your CRM in under 5 minutes.
Configure
Choose your practice area — M&A, consulting, legal, or custom.
Command
"Triage my inbox." "Research Acme Corp." "Update the CRM."
Pricing
Transparent, predictable costs
Start with what you need. Scale when you're ready. No surprises.
Solo
For individual professionals
$99/ month
- 1 user
- 500 interactions / mo
- Email + CRM
- 1 skill pack
Team
For small teams
$299/ month
- 5 users
- 2,000 interactions / mo
- Email + CRM + Drive
- 3 skill packs
- Team workspace
Firm
For growing firms
$499/ month
- 15 users
- 5,000 interactions / mo
- All integrations
- All skill packs
- Priority support
- Custom skill packs
All plans include a 14-day free trial. Overage: $0.25 per interaction beyond your plan limit.
Enterprise plans available for firms with 50+ users. Contact sales.
Ready to work smarter?
Join professional services firms using AI to manage communications, research, and client relationships.
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