01
Enquiries go cold
New enquiries sit in shared inboxes without a clear owner or next step.
X
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ZDesigned to work around your accounting technology.
View new enquiries, appointments, onboarding progress, outstanding requests, follow-up activity and workflow exceptions from one central dashboard.
XMYQBKIg365GWZDesigned to work around your accounting technology.
When the client side of the practice lives across scattered tools, work slips through the gaps. These are the four that cost firms the most.
Explore the platformNew enquiries sit in shared inboxes without a clear owner or next step.
Forms, meetings, reminders and handoffs are managed manually.
Staff spend billable time repeatedly chasing the same client information.
It is hard to see what is waiting, who owns it and where attention is needed.
Guiding your prospects through every step of their lifecycle.
Website, search visibility, ads and referrals create an entry point.
Forms, chat, phone, email or messages create a contact and opportunity.
Approved questions capture service, entity, location and consultation needs.
The prospect selects an approved appointment and receives confirmations.
The team tracks ownership, stage, activity and next action.
Forms, information requests, reminders and internal tasks begin.
The responsible staff member receives the available client history.
Approved check-ins, service communications, reviews and referrals.
How it works
A standard implementation may target 21 days once the required information, access and approvals are received. The approved project plan states the actual go-live date.
01Step 01Map services, enquiry sources, team responsibilities, software and current processes.
Kick-off
02Step 02Build pipelines, forms, calendars, templates, workflows and approved AI knowledge.
Build
03Step 03Run realistic enquiry, onboarding, communication and exception scenarios.
Validation
04Step 04Show the team how to manage records, conversations, tasks and handovers.
Enablement
05Step 05Launch the agreed modules and monitor early activity.
Launch
06Step 06Review results, refine workflows and add approved automation when required.
OptimiseExplore the plans and pick the level of support your practice needs — from running the day-to-day to full-service growth.
Your whole practice, running on one system.
Run and grow the practice, done for you.
Full-service growth, automation and strategy.
All prices exclude GST. Additional users beyond the included five are billed at A$30 + GST per user per month.
The questions we hear on almost every walkthrough. If yours is not here, get in touch and we will answer it straight.
These cover most of what firms ask before a walkthrough. If yours is not here, we would rather answer it live.
