Clear emails and texts in your voice, in seconds
Drafts replies, reminders and updates in your firm’s tone, keeps track of consent and opt-outs, and keeps every message on the client record.
$96 per user / year
What Communication Assistant does
AI drafts
Replies and updates drafted from the client record, for you to edit and send.
Email and text
Send from one place and keep the thread on the client.
Templates
Approved templates for reminders, requests and updates.
Consent tracking
Opt-ins and opt-outs respected automatically.
Scheduled sends
Send at the right time in the client’s time zone.
Compliance review
Route sensitive messages for approval before sending.
Where firms get value first
- Send document requests in seconds
- Keep tone consistent across the team
- Stay within texting consent rules
Firms that use Communication Assistant
Questions about Communication Assistant
When will Communication Assistant be available?
Communication Assistant is planned after our first modules. Join the waitlist to be told when it opens and to help shape it.
How much does it cost?
$96 per user per year ($8 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.