Client intake, scheduling, and document collection handled across every channel, with approval gates and an audit trail on everything.
Intake with governance built in
Nothing sensitive without approval
How it fits
Under your control
Approval gates, audit trail, and role permissions throughout.
How it works →Every channel
Calls, email, and web, answered and logged.
How it works →Does the work
Intake and document collection, handled end to end.
How it works →Company memory
Client records and history, answered with sources.
How it works →Built for advisors, agencies, and firms
Built for advisors, agencies, and firms, with governance front and center. Nothing sensitive is sent without approval.
Collect, schedule, and intake, with approval on anything that matters.