For professionals & teams
Run your firm with AI.
Meeting transcription, email management, knowledge base, and 100+ agents. Your AI workspace, ready out of the box.
What you get
Everything your firm needs. In one workspace.
One platform, one login, one bill. No more stitching together six different tools.
Meeting transcription and recap
Every client call produces notes, action items, and follow-up emails. Automatically.
Email triage and management
AI sorts your inbox by client priority, drafts replies, and handles scheduling so your team doesn't have to.
Firm-wide knowledge base
One searchable home for every meeting, document, and decision. Ask questions, get answers from your firm's history.
Agent store
Compliance checkers, due diligence bots, proposal drafters, intake processors. Install in one click.
Team workspace
Every team member gets their own AI assistant. Shared knowledge, individual workflows.
Governance and compliance
Every interaction logged. PII detection, audit trails, role-based access. Built for regulated firms.
Your AI Chief of Staff
One agent runs your day.
Calendar, email, meetings, tasks. Your Chief of Staff handles the operational chaos so your team can focus on client work.
Built for your industry
Built for how your firm actually works.
Not another generic AI tool. Agents, workflows, and knowledge bases designed for your industry.
Your team does audit prep at midnight. It doesn't have to.
- Meeting notes from every client call, auto-tagged by engagementBuilt-in
- Task and project management toolsBuilt-in
- Client onboarding that collects documents and flags what's missingCustomized
- Compliance checks run before the partner even reviewsCustomized
- Tax research agents that pull from your firm's prior-year workpapersCustomized
Security & compliance
Built for regulated firms.
Client data protection, audit trails, and compliance controls — by default, not as an upsell.
SOC 2 in progress
Working toward Type I certification
GDPR compliant
EU data residency options available
Audit trails
Every agent action logged and queryable
Role-based access
Control who sees what across your firm
PII detection
Built-in rules for client data protection
Private deployments
Dedicated infrastructure on request
What firms say
Trusted by professional services firms.
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Pricing
Free to start. Pay as you grow.
Free plan includes the core platform. Pro adds advanced agents, integrations, and team features. Enterprise for custom deployments.
See full pricingCommon questions
Everything you want to know.
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Ready to run your firm with AI?
Free to start. No credit card required.