🔁 Follow-ups that never slip
Add what you need. The assistant takes it from there.
Add a few things you're waiting on and, about an hour later, the assistant sends your client one friendly email listing all of them. Then it follows up on a steady schedule until everything is in.
- One email for everything a client owes you, never a pile of separate nags.
- Sent on weekdays during business hours, in your timezone.
- Send the first request now, tomorrow morning or on a day you pick.
- Change how often it reminds, and when it stops, for each job.
- Stops the moment it has what you asked for.
🔗 No login for clients
One private link. Nothing to sign up for.
Every email includes your client's private link. They see only what's still open, and can reply, upload files or mark things done from their phone in seconds.
- No account, no password, no app for your clients.
- The assistant answers their questions using the notes you gave it, and passes anything it can't answer to you.
- Files are checked as they arrive: wrong month, missing pages or a blurry photo get flagged and asked for again.
- See when a client last opened their link.
- Replace a link any time, and the old one stops working.
✉️ Clients can just hit reply
It reads their replies, so you don't have to.
Some clients will never click a link. That's fine. When they reply to an email, the assistant reads it, files any attachments on the right item, ticks off what's done and writes back.
- "I'll send it after Friday" is understood, and reminders wait until then.
- Attachments land on the item they belong to, and get checked.
- Every reply is kept on the job, so the whole conversation lives in one place.
- Anything that needs a person comes to you, with the email and a suggested answer.
🪜 Stages
Ask for things in the right order.
Nobody wants a final invoice before the planning is done. Split a job into stages and your client only sees the current one. When it's finished, the next stage opens and the assistant asks for it straight away.
- A stage opens when everything before it is done, or on a date you choose.
- Start the next stage early with one click.
- Templates keep their stages, so every new job is set up the same way.
📥 Needs you
One short list of what's actually on you.
Drafts to approve, emails to answer, questions the assistant passed to you, files to look over and anything overdue, all in one place. Clear it and you're done.
- A morning digest at 7 am on weekdays: who sent what, and what's waiting on you.
- Approve, edit or answer right from the list.
- Every job keeps a plain-English timeline of each message, reply and file, plus your private notes.
🎛️ You stay in charge
Automatic when you want it. Careful when it matters.
The assistant sends on its own by default, and you can always see which mode it's in. Switch to review-first to approve every email, or pause a single job whenever you like.
- Guardrails in your own words, like "the client asks for a discount". Matching replies wait for you, with a suggested answer.
- Try a sample message against your guardrails before you rely on them.
- Pick the assistant's tone and give it standing instructions.
- Emails come from you, and replies come back to you.
📋 Templates
Set it up once. Reuse it forever.
Start from 31 ready-made checklists for 8 industries, or save any job as your own template.
Repeats on its own
Monthly, quarterly or yearly jobs are created for each client automatically.
Many clients at once
Start the same checklist for twenty clients in one go.
Dates fill themselves in
"{last_month} close" becomes "September close" on October 1.
Import your clients
Bring your client list in from a spreadsheet with a CSV upload.
And the little things
Bring your team
Invite teammates to share clients and jobs.
Sign in your way
Google, passkeys or a password, with two-factor authentication.
Your timezone
Business hours, the digest and due dates all follow your local time.
Your own to-dos
Keep the steps that are on you in the same checklist as what the client owes.
A little celebration
When everything is in, the job tells you so.
Real support
Message us from inside the app, and a real person writes back.
Stop chasing. Start with one job.
Pick a template, add a client, and the assistant sends the first request within the hour.