Don't take my word for it. Watch it run.

01 · Onboarding

A new client onboards themselves.

Onboarding a new client costs most practices about an hour of admin before anyone has given a scrap of advice. Folders, CRM, intake forms, the same details rekeyed over and over. Here is that hour, done in under ten seconds.

• The client fills in the practice's own website enquiry form. That is the only human step.
• A ten-folder client file tree builds itself, their name on every folder, matching how the practice already files.
• Their details land in the CRM, on the pipeline, at the New Enquiry stage. Nothing typed.
• Initiation documents generate and file themselves, each one listing what is still to collect.
• One email to the adviser to say it is done.

There is no AI anywhere in it. Not one model saw a client's details. Most of the admin drowning a practice does not need AI. It needs to be built properly.

Recorded in one take. The client name is typed on camera, then appears in the folder titles, the CRM card and inside the generated documents.

02 · Ongoing service

Fee consent, chased by text message.

Consent season is the one job in a practice where a missed reply costs real revenue. This one sends the request, reads the client's reply and answers it, and records the outcome, with a person approving before anything goes out.

• The consent request goes out by SMS from a dedicated Australian number.
• The client replies in their own words. A question gets answered, a stop is honoured immediately, and a yes triggers the fee consent form for electronic signature by email.
• Opt-outs run on a fixed rule that never reaches the model, so "stop" always means stop.
• Round trip on a live reply: about four seconds.
• Everything is hosted in Sydney. Client information does not leave the country.

Built and verified 4 August 2026. The recording covers the text conversation, which is the part practices find hardest to believe. The signing hand-off runs on the e-signature tool the practice already uses.

A real conversation on a real phone, in one run. The questions were typed live and nothing was scripted on the client's side.

03 · Intake and reporting

An assessment that scores and reports itself.

This one you do not have to watch. It is running on this website right now and you can put it through its paces yourself.

• Twelve questions, about three minutes.
• Answers are scored against a model of where advice practices actually lose time.
• A written, personalised readiness report lands in your inbox within a minute or two.
• Nobody touches it in between.

The same shape works for a client intake form, a risk profile questionnaire or an annual review pack. The report is yours either way, and there is no pitch attached to it.

Run it yourself →