For partners, directors and founders in professional services

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

Knows your business from day one — and lands what matters in your inbox before you ask.

Your tools
Gmail
Meet
LinkedIn
CRM
+ tools
Calendar
Meetings
Clients
Leads
Brand voice
Context
Slack
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 assistant in your inbox.

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

Your calendar, your inbox, your client notes, your pipeline — each in its own place. Every morning you're the one stitching them together: who needs a call, what was agreed last week, who's gone quiet. You carry the whole business in your head, doing the work only you can do and a dozen things a good operator should be handling for you.

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

Identity, voice, priorities — many agents, one brain, everything connected. It runs 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.

Meet your AI Chief of Staff.

Our three-layered architecture turns scattered AI into one operator that runs your business.

Layer 1 · CONTEXT

It knows you.

From day one it learns your clients, your voice, your goals and the people who matter most — so everything it does comes back in your context and sounds like you, instead of starting from a blank box every time.

Layer 2 · CONNECTION

It sees everything.

It's wired into all the tools your business runs on and works from the same live picture you do — so nothing has to be copied across, re-explained, or dug out of another tab.

Layer 3 · ACTION

It does the work.

Agents that understand your work and are connected to your setup actually get things done — preparing your briefs, drafting in your voice, chasing the follow-ups — and land the finished thing in your inbox, often before you think to ask.

A Monday, run by your Chief of Staff.

This is what a Monday looks like when nothing slips. Built around your business, down to the way you work.

6:58ammorning-brief

You wake up already ahead.

Before you've reached for your coffee, the day is mapped — the three things that matter, the one call that's slipping, the single 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
8:40amcontent-engine

A thought in the car becomes a week of content.

You mention a half-formed idea on the drive in. By the time you reach your desk it's a finished post in your voice, a carousel and an image — scheduled, waiting for one nod. You had a thought; the work was already done.

agent · content-engine
ready
Slack · ready for your nod
10:30ampre-call-brief

You walk into the call knowing them cold.

A prospect says yes for eleven. By 10:45 you've got the one-screen brief — who they are, what's keeping them up at night, the objection coming, the line that lands. You walk in more prepared than they are.

agent · pre-call-brief
delivered
delivered · 10:45
Pre-call brief — Acme, 11:00
One screen. The objection coming, and the line that lands.
11:52ampost-call-debrief

The follow-up is sent before you sit down.

The call ends and the follow-up is already drafted in your voice, the notes already in your CRM. You read it over lunch and hit send — the thank-you lands while they still remember the call.

agent · post-call-debrief
ready
delivered
Follow-up ready to send
In your voice · debrief already saved to projects/acme/
3:15pmrelationship-pulse

It saves the relationship you forgot to.

Without being asked, 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
4:30pmoutreach-shortlist

One question, and your week's outreach is done.

You ask, in a sentence, who's worth your time this week. Minutes later you've got five names, the reason for each, and the first line to send — and you fire off three before you stand up.

agent · outreach-shortlist
5 ready
Slack · 5 ranked, openers ready
Top 5 this week:
+ad hoc

Whatever this week throws at you.

A board pack to prep, a hard email to land, a deal that just went sideways. You ask — and it's handled, with everything it already knows about your business behind it. The six 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 senior member of your team who never misses anything and is already on it before you ask. No prompting. No managing. No hire required.

Build your Chief of Staff

Free access · No credit card required

What we build you.

A complete Chief of Staff, scoped to your business — and around 15 hours of your week back.

Your AI Brain.

A custom folder that holds everything it knows about you — your clients, your voice, your goals, your people. Built once, and everything it does runs on it.

Your AI Executive Assistant.

One assistant that lives in your inbox. Ask it anything and it answers with your full context — and it briefs you before you think to ask.

Your AI Agents.

A set configured to your actual work — morning briefs, pre-call prep, follow-ups, whatever your day runs on — on a schedule or on command.

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

Three steps to a Chief of Staff that knows your business.

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

1
Step 0130-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
Step 021 week

We build it

We connect your tools, build your context layer, and configure your agents — live in one week.

3
Step 03Runs 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, instead of catch up.

Consultants & advisory

Your margin lives in how many hours you bill versus how many you spend on 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 — candidate and client — 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 and briefed even when your head is down on deadline work.

What early 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 a senior member of staff who never misses anything and never needs to be asked twice.

Sarah C.Management Consultant

Your Chief of Staff is ready to be built.

The only question is what it should know about your business.