What you will see
- Why personal ChatGPT tabs are risky for client confidentiality
- Three connected steps: Intake Triage → Document Summarizer → Client Communication
- How we augment your PM tools, not replace them
- Answers to common questions about cost, plans, and tools you already use
- Free 2-month pilot and founding rates for early customers
Live walkthrough (about 3 minutes)
When you reach the live section of the deck, open the platform and run one task — no need to tour every app.
- Sign in as an agent → open Triage new inquiries
- Complete Intake Triage → move to the next step
- Complete Legal Document Summarizer → move to the next step
- Open Client Communication — review the draft