Standardize one repeatable client workflow.
Choose the team with the clearest volume and review path, then connect its meeting, email, scheduling, and task handoffs.
You're past founder-does-everything and feeling the coordination drag. Hiring is slow and expensive. Give every person an AI employee, standardize how the work gets done, and grow the book without growing the payroll at the same rate.
Scale output, not headcount.
Past founder-does-everything and feeling the coordination drag. Give every person an AI employee, standardize the work, and grow the book without growing payroll at the same rate.
More people means more handoffs, more status-chasing, and more ways for a client to fall between two owners.
A new hire is months of ramp and thousands a month. You need more output before you can justify more headcount.
The way things get done lives in a few senior heads. New people improvise, and the client feels the difference.
Seats, roles, and permissions across the firm, so you add capacity without adding a person.
Give each person their own AI employee, with admin controls over who can do and see what across the team.
The best way of doing a job becomes the default for everyone, so quality holds as the team grows.
One shared file per client, plus a record of who approved what. Anyone can pick up an account without a re-brief.
So the next unit of capacity is a decision you can make this week instead of a quarter-long hiring cycle, and admins keep approvals, permissions, and the audit trail across the whole firm.
See team pricing →The next unit of capacity is a decision you make this week, not a quarter-long hiring cycle, with approvals and audit across the firm.
See team pricing →Choose the team with the clearest volume and review path, then connect its meeting, email, scheduling, and task handoffs.
An operations or team lead owns permissions, review rules, and exceptions while relationship owners keep the final judgment.
Scale seats and workflows when the first team has fewer missed follow-ups, faster drafts, and a review trail people actually use.
Start free with the email drafter, or book a walkthrough for a growing firm's rollout.