Move AI out of the chat window. Get 10 hours a week back.

Call notes were the easy win. In two weeks we fix the handovers, reports and checks inside the tools you already pay for.

Get in touch Or book a 30-minute call

For investment and advisory firms of 5 to 50 people.

Microsoft 365 & Copilot
Claude
ChatGPT
Gemini
Perplexity

So many firms put AI to work on a process nobody has written down, then blame it for not being good enough.

James Kerr · CEO

Previously at Strategy

Winning work

Answer new briefs without losing your evening.

Stop hunting through old folders. Your first draft starts from the past pitches and case studies you've approved.

Proposal · New client 2 of 3 sections drafted

First draft

1 Our understanding of the brief

Drafted from the client's brief and your call notes.
Drafted · from the brief

2 Relevant work

Two case studies you approved for proposals.
Approved material · Mar 2026

3 Fees and timing
Needs a person
Delivering work

Sign off client reports in a single pass.

Every number in the draft links straight back to its source file, so whoever signs it off can check a pack in minutes.
Client report · Q3 2026 Draft for sign-off
Results

Enquiries rose 18%¹ over the quarter, against a 12%² target. Most came from the September campaign, after two events³ with existing clients.
1. 1 CRM export, 30 Sep Checked
2. 2 Target in the agreed plan Checked
3. 3 Event attendance lists Checked
Sign off
Running the firm

Clear follow-ups before your next call starts.

Missing details get flagged right after the meeting, and the follow-up email sits ready for you to check and send.
Client review meeting 45 min · recorded with consent
- Notes 6 points Ready
- Actions 3, each with an owner Ready
- Follow-up email Draft To check
To: client · Today's review

Thank you for your time today. As agreed, we will send the revised plan by Friday and book your next review for March.

Check and send
Your team

Show the whole team how your best people work.

Good habits shouldn't sit with one person. We turn your best way of doing a job into a shared workflow on live work.
Team playbook · Drafting a proposal Shared with the team
How we do it
1. 1 Start from the brief and the call notes AI drafts
2. 2 Add two approved case studies AI drafts
3. 3 Check every claim and set the fees A person decides
Used by the whole team · Last improved Mar 2026

Illustrations with example data.

How it works

Short 1:1s with your team instead of big workshops. In two weeks you leave with client-data rules, a live workflow and a ranked 90-day plan.

1Find the hours

Where the week goes

Client review packs Do first 4 h
Case handovers 3.5 h
Proposals and pitches 3.5 h
Follow-ups and chasing 3 h

2Build it into your tools

Client review pack

Source files and notes read
Draft built with linked figures
Client-data rules checked
You check and sign off

3Get the time back

This week · Client review packs

4 h back

M T W T F

Illustration. Example data.

What counts as 10 hours

We time real cases before and after. Checking time counts, and hours only count where the quality holds.

Want help running the 90-day plan? Keep us on after week two instead of hiring a full-time AI lead.

What we build

Keep clients

Walk into every review prepared

Pulls the file, last notes and changes onto one page before every review.

Client service · Example build · App

Get your team adopting AI

Every build comes with a step-by-step guide your team can follow and keep.

Made with Foxstep, our own app.

Screens are illustrations with example data, except FRONTIR's site.

How we handle client data

Your tools, your data Everything runs inside the accounts your firm already pays for.
Written rules first What we may see, touch and use is agreed before work begins.
People keep authority Nothing goes out or changes client records without a person checking.
Never training data Client material is never used to train models.