Your calendar, run for you.
Advisers, coaches and accountants. Your billable hours sit inside a calendar, and the work of filling that calendar is not billable at all.
01 — Why
The hours around the hour
Booking, intake, chasing documents and writing the engagement letter take longer than the meeting they exist for. They are also completely repeatable.
Booking is one message
The enquiry becomes a call in your diary, with the right length and buffer, without three emails about times.
You arrive prepared
Intake answers and documents are collected before the call, so the first meeting is advice rather than admin.
Advice stays yours
It gathers and schedules. It does not answer tax, legal or financial questions on your behalf.
What it takes off your week
Discovery-call booking is the usual first job. Document chasing is the one that quietly saves the most time.
- Discovery-call booking
Enquiries qualified and booked into the slots you keep for new work, with a short note on what they want.
- Intake forms
The right form for the right kind of client, sent immediately and chased once before the meeting.
- Document requests
Statements, returns, identification — asked for by name, tracked, and marked off as they arrive.
- Reminders
Deadlines, lodgement dates and the meeting itself, so nothing depends on a client’s memory.
- Engagement letters drafted
Your template, filled from the intake answers, sitting in your drafts for you to read and sign.
No. The first 30 minutes are free; a written proposal follows within two days.
Source
Engagement terms 2026 · section 203 — How it runs
Everything ready before you sit down
A first meeting is worth more when the paperwork is already done. The agent does the paperwork in the days between.
- step 01Fills the slots you set aside
New-business hours only, with your travel and your thinking time protected.
- step 02Collects the file
Forms and documents requested, chased and filed against the client before the call.
- step 03Refuses to advise
Any question about tax, law or money is answered with a time in your diary, not an opinion.
Simple to set up
One week to learn the workflow, two to three to build, then it is yours.
One week on your process
We map how a client goes from enquiry to engaged, and write down every document you ask for on the way.
Two to three weeks building
We connect your calendar, forms and document store, and test the whole sequence on a client that has already been through it.
Live, under your letterhead
Your wording, your templates, your accounts. The drafts wait for your signature, always.
Frequently asked questions
4 questions
Will it answer client questions?
Where do client documents go?
Can it draft the engagement letter?
What about confidentiality?
We build the agent. You keep running the business.
Tell us what eats your week. We’ll tell you what an agent can take off it.