What changes.
The problems firms tell us about, and what replaces them.
- Enquiries going coldEvery enquiry answered in minutes
- Back and forth to book a meetingOnline booking, with reminders and reschedule links
- First meetings with the wrong fitA qualifying form before the first meeting
- Prospects arrive unpreparedThey know what to expect, the fees, the team and what to bring
- Referrals left to memoryPartner tracking, plus referral and review prompts where your licensee allows
What's included.
Built inside your own tools, then either kept running by us or handed to your team.
Online bookingWith SMS and email reminders and reschedule links.
A qualifying formA few questions before the first meeting, so you know who's coming.
An enquiry follow-up sequenceInstant reply, then what to expect, fees, team and what to bring.
Referral and review promptsFor referrals and Google reviews, where your licensee allows.
Referral-partner trackingFor the accountants and lawyers who send you clients.
Data and compliance.
We never hold your client data. Every service sits in a data zone, and the zone decides what we're allowed to do.
How we handle dataGREEN ZONENames, emails, phone numbers and appointments only. It all runs inside your own Microsoft 365, CRM and booking tools, through logins you give us.
- Your licensee approves it in writing before anything goes live
- Runs in your own accounts
- No client data in free AI tools
Let's look at your practice together.
You'll talk to Luka or Ethan. You won't need to share any client information.