What we run
Four jobs.
One loop. All night.
Answer. Qualify. Book. Follow up. Here's exactly what happens when someone contacts your firm.
01 — Answer
Five minutes. That's all you get.
That's how long the average caller waits before ringing the next firm on Google. We answer in seconds — calls, chat and forms, at 2 pm or 2 am.
Meridian Broking
Missed call · 6:15 pm
Sent 6:16 pm · 11 seconds after the missed call
02 — Qualify
The right questions, asked for you.
Purpose, timeline, situation — written up as a clean file note. Serious enquiries get fast-tracked; the rest are answered helpfully without your time.
Enquiry summary — Dinesh Patel
Written by the assistant · 6:24 pm
- Needs
- SMSF rollover advice, existing fund ~$480k
- Timeline
- This quarter — statement just arrived
- Situation
- Two directors, existing accountant, no adviser
- Assessment
- Strong fit — priority booking recommended
03 — Book
From enquiry to calendar. No email chain.
Qualified leads choose from your real availability. Confirmations, reminders and calendar invites send themselves.
Thursday 26 March
Your calendar
- 9:00 — Portfolio review, the Hendersons
- 10:30 — Intro call, Sarah Mitchellbooked automaticallyInvite sent · reminders 24h and 1h before
- 1:00 — Lodgement work, blocked
04 — Follow up
Most leads aren't ready. We wait with them.
Consented, genuinely useful follow-up until they're ready — and a review request at the exact moment goodwill peaks.
Rachel Kim — nurture
Consent captured 14 Jan · source: demo page
- Day 0Enquiry — not ready until new financial year
- Day 3Sent: 'What lenders look for in FY27' — opened twice
- Day 31Sent: rate-change explainer — replied 'keep these coming'
- Day 74Booked a review call. Total effort from the firm: none.
Built for regulated firms
The boring parts, done first.
The assistant describes your services — it never gives advice, and that boundary is enforced in software. Data lives in Sydney. Every automated action is logged.
No advice, ever
The advice boundary is code, not a hope.
Sydney-hosted
Client data stays in Australia.
Fully logged
Every automated action, auditable.
The assistant on this site is the product.
Ask it something hard — bottom-right corner. Then see it on your own firm.