Brand and voice kit
Your tone, your words, your banned phrases. Every draft sounds like you wrote it.
Build
Every role gets its own workspace.
See what needs you and act on it, in your voice, with your approval. Start with leadership, then roll it out to your team.
1
Pick a role
Start with leadership, then roll it out to your team.
2
Customize for your business
Your names and color show up in the preview and carry through the site. Nothing leaves your browser.
3
Pick your modules
Start with a pack for this role, or pick modules one by one. Either way, it all goes in your AIOS.
What's a module?One job your team repeats, handled for you. It follows your rules, writes in your voice and waits for your approval.
What's a pack?The modules a role uses, bundled so you can add them together. You can still add or remove any one.
Start with the Leadership pack
Or start with a goal
Not sure which role? Pick the problem you want fixed first.
Browse 60+ modules
Every module is a task your team repeats, taken off the list.
Slide to an area. The list below shows only that area.
Foundation
Included in every build. Not selectable, always on.
Connections to your systems
Email, calendar, CRM, and accounting wired in once. Everything else reads from them.
Automation health monitor
Every module checked daily. You find out before something breaks.
Backup and change history
Every build versioned and restorable. Nothing gets lost.
Daily Command
The morning page. Who needs you, what ran overnight, what's slipping.
Morning brief
One page when you open your laptop. Who needs a move, what ran while you slept, what's due today.
Who needs you today
Pulled from email, calls, and your CRM. The four people who need a response before noon.
Overnight run log
Everything the AI workforce did while you were off. Reports sent, leads followed up, schedules updated.
Voice capture
Say it out loud. Tasks, ideas, follow-ups — filed before you finish the sentence.
Ask-anything box
One question, answered from your own data. Not the internet — your clients, your history, your numbers.
Meeting briefs
A one-page prep doc before every call. Who they are, where you left it, what you want out of it.
Meeting prep
Agenda drafted, background pulled, questions ready. Shows up to calls prepared so you don't have to.
Post-meeting follow-up nudge
The moment a call ends, the follow-up is drafted. Send it before you've closed your laptop.
Dictation in any app
Hold a key, talk, let go. Words appear wherever your cursor is — email, notes, CRM.
Phone capture
Capture tasks, ideas, and client notes from your phone. Everything lands in the right place.
Sales and Follow-up
Leads, proposals, and the follow-up that closes them.
CRM and follow-up record
Every conversation logged, every next step set. Nothing falls through because you got busy.
Proposal tracking and nudge
Know which proposals are going cold before they do. Drafts the nudge, waits for your yes.
Proposal generator
Describe the job, get a draft proposal. Formatted your way, in your voice, ready to send.
Speed to lead and booking
New lead comes in, reply goes out in under a minute. Booked before your competitor calls back.
Missed-call text-back
Every missed call gets a text in seconds. Most of them book before you even see the notification.
Website chat agent
Answers questions, qualifies visitors, books calls. Works nights and weekends without you.
Referral partner tracker
Knows who sent what, when to say thank you, and who's overdue for a check-in.
Opportunity and renewal watch
Flags the client who's 60 days from renewal before they start shopping around.
Past client campaigns
Your best leads are clients who already trust you. Keeps them warm without you lifting a finger.
Contact backlog cleanup
The pile of half-entered contacts and old business cards. Cleaned up, deduplicated, filed.
Business card capture
Photo of a card becomes a CRM entry. Done before you leave the parking lot.
Goal lens and pipeline
Revenue vs. goal, visible every morning. Knows what needs to close this month to hit the number.
Partner and client book from calls
Every meeting becomes a CRM update. Notes filed, next steps set, no manual entry.
Client Delivery
Reports, portals, and what your clients see.
Client status updates
Drafted and ready for your approval. Clients stay informed without you writing the same email again.
Client reports, built for you
Weekly or monthly, formatted your way, pulled from your real numbers. Not a template.
Branded client portal
Your clients log in to see their project, their documents, their next step. Looks like you built it.
Document chase
Knows what's missing from every client file. Sends the reminder, tracks the response.
New client onboarding
The checklist runs itself. Contracts sent, intake collected, first deliverable scheduled.
Deliverables gallery
Every report, proposal, and document delivered to a client, organized and findable.
Case or file processing
Intake arrives, the file is built, the checklist starts. Every case handled the same way from day one.
Deadline and docket watch
Every deadline tracked, reminders sent at 14 days, 7 days, and the morning of. Nothing missed.
Operations
Intake, scheduling, jobs, and the team's workload.
Crew scheduling and dispatch
Routes sent before 6am. Every crew knows where they're going before they leave the house.
Job board and status
Every job in one place, every stage visible. No one has to ask where a job stands.
Smart intake check
New client, new project — the intake runs itself and flags what's missing before work starts.
Project hours and scope alerts
Flags when a job is running over before it becomes a conversation you dread.
Supply alerts
Reads supplier emails and flags delays before your crew shows up to an empty site.
Team workload and handoffs
Sees who's overloaded and who has capacity. Handoffs don't get dropped.
RFI and submittal tracker
Every open RFI tracked by project, due date, and who's holding the ball.
Onboarding and offboarding runbooks
New hire or departing employee — the checklist runs, nothing gets missed.
Owner Intelligence
Briefs, scorecards, and a second opinion — for the owner, not the team.
Chief of Staff brief
One daily brief written for you, not your team. What needs a decision, what's at risk, what ran.
Thinking partner
Ask a business question and get a structured answer from your own data, history, and context.
Work record
A running log of what actually happened this week — decisions made, work done, problems solved.
AI audit and build plan
What to automate next, ranked by time saved and buildability. The roadmap, updated monthly.
Finance
Billing, margin, and what you haven't collected yet.
Unbilled work and receivables
Finds the hours and jobs that slipped through without an invoice. Pays for itself every month.
Invoice and payment tracking
Knows what's out, what's overdue, and who needs a nudge.
Pricing and margin guard
Flags the job you're about to underprice. Keeps your margin where you set it.
Month-end close tracker
The checklist runs, the variances surface, the questions get answered. Close without the chaos.
Commission engine
Tracks referral fees and sales commissions automatically. Everyone gets paid what they're owed.
Revenue tracker
Revenue vs. goal, visible every day. Knows what's in the pipeline and what needs to close.
Variance explainer
"Why is this number up this month?" Answered from your own books in plain English.
Knowledge
What the business knows, kept and searchable.
Company memory
Your decisions, your clients, your way of doing things — written down once, available forever.
SOP builder
How you do things gets captured and kept. New people ramp up faster. Nothing lives only in someone's head.
Private document search
Ask a question, get the answer from your own contracts, emails, and files. Not Google.
Idea library
Every idea you've had, filed where you can find it. The good ones don't get lost in a notes app.
Self-filing notes wiki
Notes that organize themselves by client, project, and topic. Find anything in seconds.
Web and research toolkit
Ask a business question, get an answer with sources. Runs in your context, not the open internet.
Diagram maker
Process maps, org charts, and workflow diagrams — built from a description, ready to share.
Content and Reputation
Your voice, your story, without the hours.
Content in your voice
One recording or a brain dump becomes a week of content. Sounds like you, not like AI.
Social posts from your week
What you did this week, turned into posts. Consistent without being a chore.
Review requests and replies
Asks at the right moment, thanks the happy ones, flags the unhappy ones for you.
Newsletter, drafted for you
Your clients hear from you every month. You read it, approve it, send it.
Blog from your calls
Every client conversation is content you're not using. Now it is.
Competitor and industry watch
Tells you what's moving in your market before your clients ask why you're behind.
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✓
Your system so far
This is what you've built. Next, see what it costs.
Your companyLeadership dashboard
0modules picked
Plus the 4 Foundation modules, included in every build.
See your estimate →Nothing is charged today.
We bring the system. You bring the rules.
We bring
- The systemYour dashboard, the modules and a private environment, set up and run for you.
- The standardEvery module follows a proven design, so you are not starting from a blank page.
You bring
- Your rulesWhen to follow up, what needs your approval, which jobs to flag.
- Your numbers and voiceYour pricing, margins and limits, and drafts that sound like you.