Leadership and data · Live demo
Partner daily briefing
Gives each partner a short morning briefing on their day and the firm's numbers, answers follow-up questions and books time with colleagues.
Talk to Grace at Larchmere Accountants
Larchmere Accountants is made up. Grace is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Partners start the day across a diary, a practice management dashboard and a full inbox. Lock-up, stuck jobs and fee disputes surface late because nobody has time to pull them together.
How it works
- Pulls the diary, work in progress, debtors and job status from the firm's systems each morning
- Briefs each partner in two minutes by voice or email, starting with the three things that need them
- Answers follow-up questions from the underlying records
- Books time with colleagues straight into both diaries
- Keeps partner-only figures to partners
What it connects to
- Helen (managing partner)Morning Grace. What do I need to know today?
- AgentThree things. Lock-up is 71 days against a target of 60. The Wendell Timber fee dispute for $8,800 is still with you. And Tallis Group can't start work yet because their identity documents are incomplete.
- Helen (managing partner)What's missing for Tallis?
- AgentThe family trust deed and photo ID for Paul Tallis. Megan Tallis says she'll upload them today, and Tessa will confirm as soon as they land.
- Helen (managing partner)OK. Put fifteen minutes with Nadia in my diary before lunch about Wendell.
- AgentDone, you're both booked from 11.45am to 12pm. I've attached the Wendell job notes and the disputed invoice to the invite.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Monthly results briefing for advisory clients, by voice
Calls each advisory client when the month's management report is approved, walks them through the headlines and books time with their advisor.
Overdue fee reminders
Follows up overdue invoices by email and a polite call, sets up the firm's standard payment plan and sends the client services manager a weekly summary.
New client onboarding and anti-money-laundering documents
Guides new business clients through the engagement letter and anti-money-laundering identity documents, tracks what is missing and tells the partner when work can start.
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