Home / Solutions / Agencies and consultancies
Every client review ends with an owner.
Upload the client call. AI drafts the recap and the next steps, your team takes them, and a freelancer quotes only when you need one. You approve every quote; nothing is paid through massrelay.
For agencies and consultancies, 5 to 50 people
The recap, drafted
AI writes the client recap from the call; you check it and send it.
Every step owned
Your team approves the next steps; each gets a person and a date, and late ones get followed up.
A freelancer, only if you need one
Up to three quotes; you pick one or none. Your usual people are asked first.
Goals to start with
- Client review: the Q3 site launch
- Weekly team stand-up
- Kick-off with a new client
Other ways in
Any task
Hand it off to your assistant, your team or a pro.
Accounting firms
Upload the month-end meeting. AI lists which documents each client still owes you, your team takes the tasks, and in peak season your usual freelance bookkeepers can quote.
Trades and field services
Upload the notes or a voice memo from the visit. AI drafts the quote and the job list, your crew takes each job, and suppliers get a request to quote. You approve what costs money.
Get paid sooner
Your assistant chases overdue invoices and gets quotes for purchases. Nothing is paid or promised until you approve it.
Control and compliance
AI that does the admin, under rules your auditor can read: named approvers, a record of every step, and the AI models you allow.
For freelancers
Clients find you; your current clients see nothing.
Talk to us.
Your company, its size and the first job you would hand to an assistant. We answer by email, nothing else.
Tell us your company, its size and the first job you would hand over. A person answers.