Before the meeting, the file has been reviewed. Three documents are missing, and it says so.

Professional firms

A firm runs on complete files and deadlines that are met. The agent opens files, collects documents, sends reminders and prepares your meetings, so the firm's time goes to advice.

I'd like to discuss my project

Discovery call by video, no commitment.

The steps the agent takes on

In the order the work arrives. Points marked You stay with your team.

1
Opening the file
AI agent
When a new client arrives, it creates the record and the list of documents expected for that type of engagement.
2
Document collection
AI agent
It reads documents received by email or upload, names them, files them and ticks the list.
3
Reminders
AI agent
It reminds the client of the missing documents only, on the schedule you set.
You
Sending can wait for your approval.
4
Meeting preparation
AI agent
The day before, it prepares a note. What's there, what's missing, the points to settle in the meeting.
5
Meeting summary
AI agent
After the meeting, it writes the summary and records the next deadlines in your tracking.
You
You correct it before it becomes the version on file.
6
Deadlines
AI agent
It watches key dates, filings, renewals, time limits, and alerts you ahead of time.

Other industries

All industries