Client Update Engine
Stop sending "where are we?" emails.
Auto-updates triggered by milestones in the work you already do. Your clients stay informed without your team typing a single email.
The problem
"Where are we up to?" emails are a tax on your team. Clients chase updates, staff stop to reply, and the real work waits. The information already exists in your systems — it just isn't reaching clients automatically.
How it works
We map the milestones that matter in the work you already do.
The engine watches for those milestones in your practice management or accounting tools.
When one is hit, it sends the client a clear, on-brand update — no one types it.
Your team can review or customise messages before they go, where you want that control.
What you get
- Stop fielding "where are we?" emails
- Keep every client informed without manual effort
- Improve client experience and reviews
- Give staff back the time lost to status updates
Integrates with
Designed for
Conveyancers, lawyers, accountants.
Frequently asked questions
- Where do the updates get triggered from?
- From milestones in the tools you already use — case management systems like ActionStep and LEAP, or accounting tools like Karbon and Xero.
- Can we control the wording?
- Yes. Messages are on-brand and you can review or approve them. You decide which updates are fully automated and which need a human check.
- Will clients know it's automated?
- The updates read as your firm's normal communication. They're triggered automatically, but written to sound like you.
See if this fits your firm
Book a free 30-minute discovery call. If AI isn't the right answer for your problem, we'll tell you.