Nia

Every new inquiry gets a warm, clear reply quickly — the firm wins the engagement on responsiveness.

• Drafts fast, professional first replies to new-client inquiries for approval
• Qualifies matters on fit and timeline and books consultations with intake details captured
• Screens for conflicts and escalates fee, advice, and out-of-scope questions to a person

• Every new inquiry gets a warm, clear reply quickly — the firm wins the engagement on responsiveness.
• Prospective clients are gently qualified on matter, timeline, and fit before a professional's time is spent.
• Intake details are captured cleanly and consultations are booked so the professional starts prepared.
• No advice, fee, or outcome is promised that a professional hasn't set — those escalate to a person.

• AI Autopilot

• OwenOwners receive accurate, timely monthly statements with no surprises.
• SallyThe host adopts the features that materially improve their operation — one well-chosen nudge at a time.
• SusanEvery active customer account has a known health read — no relationship goes quiet unnoticed.
• OpalEvery owner has a current health classification grounded in their portfolio's numbers.
• PriyaEvery active client hears from the firm on a sensible cadence — no one is left wondering about their matter.
• MarcusEvery outstanding invoice is tracked by amount, age, and last contact — nothing slips silently overdue.