✅ Automated export of documents from the CRM into OneDrive/Google drive/Dropbox

✅ Organised folder creation and intelligent file renaming

✅ Provide 24/7 client support

✅ Experience rapid ROI

✅ Integrated with your CRM

✅ AI-powered document parsing and reliable TFN redaction (OCR + logic for legal compliance)

✅ CRM Hosting of AI program.

✅ Online coaching for staff/video recordings of 'how to'