AI Copilot · Pro
The AI teammate that runs on your data.
Ask about your clients, schedule and money in plain language. It drafts replies, structures notes and builds forms — you approve before anything ships.
Copilot
Grounded in your workspace
Who owes me money right now?
3 clients, $6,840 outstanding:
Consultation package · 21d overdue$2,400
Monthly plan · 9d overdue$2,640
Follow-up sessions · 4d overdue$1,800
Draft reminders for all three →
AI-generated · review before sending · sample data
Grounded, not guessing
Every answer is pulled from your real workspace — clients, invoices, appointments — not the open web.
Drafts in your voice
WhatsApp and email replies, session notes and intake forms, written for you to review and send.
You stay in control
The copilot suggests; nothing is sent or saved until you approve it. Private by design, EU-hosted.