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Solutions by industryAI for the work that needs your judgement.
Bring AI into period reviews, company filings, legal matters and client meetings — working from your own files, with a professional reviewing every result.
Accounting and taxKnow what changed before the review.
Turn period reports and supporting files into a clear discussion of movements, missing information and open questions.
Explain the movement
Compare actuals with budget and prior periods.
Find the missing piece
List invoices and schedules still needed.
Prepare the discussion
Draft a summary and questions for the client, each linked to its source.
Keep tax work in context
Keep filings, correspondence and deadlines together.
The accountant reviews every finding. Formal accounts remain in the accounting system.
Corporate servicesKeep the next step clear across every company you manage.
Bring document status, filing dates and client requests into one view.
Prepare
See which documents are ready and which are still with the client.
Coordinate
Draft a document request or progress update using the company's details on file.
Follow through
Keep the owner and deadline for each item in view.
A corporate secretary checks requirements and dates before anything is filed. Filing status is confirmed in the official system.
LegalKeep every matter's work in one place.
Search across matter files, prepare first drafts and keep the team aligned on deadlines.
Find it in the file
Ask a question and link the answer to its source document.
Start from a draft
Prepare a first version of a letter, summary or chronology.
Track the matter
Keep deadlines, outstanding documents and responsibilities in the Pod.
A lawyer reviews all drafts and remains responsible for legal advice.
Wealth management and family officesWalk into every client meeting with the relationship in view.
Connect meeting notes, reports and open questions into a client review your team prepares together.
Remember the context
Bring past discussions and stated priorities together.
Separate fact from question
Show the date of each source and flag what needs checking.
Focus the agenda
Prepare the points the adviser needs to cover.
The adviser reviews the agenda and remains responsible for advice and suitability decisions.
Start with one piece of work.
Bring a recurring task and the files it needs. We'll set it up with you and your team can review the result.
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