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For partners, directors and founders in professional services

Your AI Chief of Staff is ready.
No hire required.

Knows your clients, your pipeline and your people. Tells you what's happening in your business before you think to ask.

Your tools
Gmail
Meet
SlackSlack
LinkedIn
CRM
+ tools
Calendar
Meetings
Clients
Leads
Brand voice
Context
Your
AI Chief of Staff
runs on Claude · lives in your inbox
Claude
Your agents
Morning briefPre-call briefRelationship pulsePipeline monitorWeekly reviewPost-call debrief

Your tools, your context, your voice. One operator in your inbox.

You're running your business. And holding all of it together yourself.

Your calendar, your inbox, your pipeline — each in its own place. Every morning you're the one stitching it together: who needs a call, what was agreed last week, who's gone quiet.

But that's just your day. The business doesn't stop because your diary is full. Who's closing. Which client is going cold. Where you stand against target. All of it sitting in your head, on top of the work only you can do.

Level 1
Prompts

You type questions into ChatGPT. Generic answers. Close the tab.

Level 2
Documents

You upload files and ask AI to summarise. Better — but it starts over every time.

you're here
Level 3
Workflows

Templates, saved prompts, maybe a few automations. Useful, but disconnected.

Level 4
AI Agents

AI does real jobs — meeting prep, follow-ups, research. You trigger it, it delivers.

Level 5
AI Chief of Staff

Your voice, your priorities, your business. Many agents, one brain. It knows the state of play before you ask.

we take you here

The cost isn't just time. It's the relationships that slip and the opportunities you never saw coming.

90% of professionals stop at Level 2 — uploading documents, asking questions, starting over every time. Level 5 is a different way to work entirely: one operator that knows your business and runs it alongside you. That's the only level we build — and it's where we take you.

Your EA knows your diary. Your Chief of Staff knows your business.

Your biggest referral partner has gone quiet.

A proposal has been open four days with no reply.

You're behind target with three weeks left.

That's what we build. An operator with full context across your business — your pipeline, your clients, your people — who keeps watch across all of it and tells you what matters.

Meet your AI Chief of Staff.

Three layers. One operator that runs your business.

Layer 1 · CONTEXT

It knows your business.

Your clients, your voice, your people — held in one place from day one. Everything it does runs on it.

Layer 2 · INTELLIGENCE

It sees everything.

Wired into every tool your business runs on. Nothing gets re-explained or dug out of another tab.

Layer 3 · ACTION

It does the work.

Briefs prepared. Pipeline watched. Follow-ups drafted in your voice. The finished work lands in your inbox before you've thought to ask.

A Monday, run by your Chief of Staff.

This is what a Monday looks like when nothing slips.

6:58ammorning-brief

You wake up already ahead.

Before you've reached for your coffee, the day is mapped. Three things that matter, one call that's slipping, one decision that's yours. You open your inbox to a plan, not a pile.

agent · morning-brief
delivered
delivered · 6:58 AM
Your morning brief is in
3 priorities · 1 decision for you · Acme is going quiet
8:10ampipeline-review

You know exactly where the week stands.

No reports to pull. No dashboard to dig through. Where you stood at close of last week, what's moved overnight, what needs your attention today. One clean summary before you've opened a single tab.

agent · pipeline-review
delivered
delivered · 8:10 AM
Pipeline review is in
£105k live · Harper moved · Acme needs a nudge today
8:45amrelationship-pulse

Key relationships flagged before they slip.

It flags the client who sends you half your referrals, quiet for nineteen days, and hands you a warm note ready to send. A six-figure relationship, kept alive while your back was turned.

agent · relationship-pulse
alert
Slack alert · unprompted
9:20amoutreach

Your week's outreach is ready to go.

You ask, in a sentence, who's worth your time this week. Minutes later: five names, the reason for each, the email to send. You fire off three before you settle in.

agent · outreach-shortlist
5 ready
Slack · 5 ranked, openers ready
Top 5 this week:
10:15ampre-call-brief

Briefed and ready for today's meetings.

Before your first call, the brief is already in your inbox. One page — who they are, what's keeping them up at night, and the line that lands. You join more prepared than they expect.

agent · pre-call-brief
delivered
delivered · 10:45
Pre-call brief — Acme, 11:00
One screen. The objection coming, and the line that lands.
4:05pmpost-call-debrief

Follow-ups, notes and next steps handled.

The calls are done. Follow-ups are already drafted in your voice, notes are in your CRM, and anything that needs a proposal or next step is flagged and ready to go. You review, approve and move on.

agent · post-call-debrief
ready
delivered
Follow-up ready to send
In your voice · debrief already saved to projects/acme/
On the way homeday-capture

The day is logged before you're through the door.

You record a few thoughts on the commute. By the time you're home it's logged, summarised and ready — notes in the right place, anything worth following up already flagged. You captured it. The rest was handled.

agent · day-capture
logged
delivered · before you're home
Day logged
3 notes filed · 1 follow-up flagged · Thursday reminder set
+ad hoc

Whatever this week throws at you.

A deal that just went sideways, a hard email to land, a client situation that needs handling. You ask — and it's handled, with everything it already knows about your business behind it. The moments above are a glimpse. Yours is built around your work.

agent · ad hoc
delivered
delivered
Board pack drafted
6 sections · last quarter's numbers · your talking points

The operator who never misses anything across your business. No prompting. No managing. No hire required.

This is one version of a Monday. Yours is built around how you work.

What we build you.

A complete Chief of Staff, scoped to your business from day one.

Your AI Brain.

Holds everything it knows about you — your clients, your voice, your people. Built once. Everything it does runs on it.

Your AI Executive Assistant.

Lives in your inbox. Ask it anything and it answers with your full context — briefing you before you think to ask.

Your AI Agents.

Configured to your actual work — morning briefs, pre-call prep, follow-ups — on a schedule or on command.

Together they hand you back around 15 hours a week. Close to a full working day.

Three steps. Live in a week.

From first call to fully live in a week — then it runs on its own, every single day.

  1. 01
    30-min call

    We scope it together

    A focused call to understand how you work, what tools you use, and what you need it to do.

  2. 02
    1 week

    We build it

    We connect your tools, build your knowledge base and configure your agents — live in one week.

  3. 03
    Runs daily

    You run with it

    We hand it over, then it goes to work. Every day, before you ask.

Built for professionals who can't afford to be unprepared.

Law firms

Referrals run your firm. It watches every key relationship and flags the ones going quiet before a competitor fills the gap.

Financial advisors & wealth

Every client call is a trust moment. It briefs you on what's changed in their world before you pick up the phone — so you lead, not catch up.

Consultants & advisory

Your margin lives in billable hours, not admin. It handles the prep, the follow-ups and the relationship upkeep so your diary fills with the right work.

Coaches & executive dev

Every session needs a different version of you. It tracks where each client is between sessions and hands you the brief before you walk in — so you never start cold.

Recruitment & search

Your pipeline is relationships, not records. It monitors every live contact and surfaces who needs a nudge before the silence turns into a lost placement.

Accounting & pro services

Tax season shouldn't cost you the clients you built all year. It keeps your key relationships active even when your head is down on deadline work.

What our clients are saying.

I used to spend the first hour of every day catching up. Now I start already knowing what matters and who needs my attention.

John L.Senior Partner, Law Firm

The pre-call brief alone changed how I show up to client meetings. I walk in prepared in a way I never was before.

Michael G.Independent Financial Advisor

It's like having an extra pair of eyes across the whole business. Nothing slips and I don't have to be the one watching for it.

Sarah C.Management Consultant

Questions, answered

Frequently asked questions

It's an operator built around your business. It knows your clients, your pipeline and your people, and runs a set of agents that brief you, draft in your voice and flag what matters before you ask. It lives in your inbox, works on a schedule or on command, and keeps watch across your business around the clock.

Your Chief of Staff is waiting.

Tell it about your business.