Built for how your firm actually works
Every feature designed to remove friction from your day — not add another tool to learn.
Agent Inbox — Your Command Centre
Agent Inbox
Stop thinking through routine admin. Suggestions arrive ready — you approve in one click. Smart replies, contact updates, and timely nudges to keep your firm moving.
- Smart replies — status updates drafted from real progress
- Keep records fresh — suggested updates with preview before saving
- Timely nudges — prompts to chase queries and clear bottlenecks
Wingman AI
Complex queries answered in seconds, with precise references to UK legislation and HMRC guidance. Citation-backed, always current, with traceable reasoning.
Wingman AI — Your Technical Research Assistant
Bradford Inc need to decide whether group ratio or fixed ratio is more beneficial for their CIR calculation this period. Check Marie's email for any capital disposals in the consolidated accounts.
I've identified 3 investment property disposals in the consolidated accounts: • Page 46: Gain on disposal – £13,000,000 • Page 59: Properties sold – City Centre, Unix Apartments, Leisureville
Research how disposals affect the group-EBITDA calculation, then draft a query letter for the client.
Found the relevant guidance. Under CFM96460, the capital disposals adjustment for group-EBITDA follows the formula A - B + C where: • A = disposal losses (added to EBITDA) • B = disposal profits (subtracted from EBITDA) • C = gains vs historic cost (added back) The £13m accounting gain may reduce group-EBITDA unless we can determine the original acquisition costs.
HMRC CFM96460
Capital disposals adjustment for group-EBITDA under TIOPA 2010 s.419
I've prepared a draft query for Bradford Inc, please click on the tile below to review the draft.
hello@jonesco.com
Contact
+44 20 1234 5678
Address
123 King St, London, UK
Notes
Prefers email updates. Quarterly review in week 2.
Clean split view
Fast scan with a compact list. Tabbed content with details, engagements, and documents in clear sections. Independent scroll containers keep everything smooth.
Smart Query Composer
Draft status updates from real progress. Pre-filled recipients, clear preview, no hidden changes, and consistent tone.
Smart Query Composer
To
Sarah Jones <sarah@jonesco.com>
From
you@firm.co.uk
Subject
Quick update — Quarterly GST
Hi Sarah — Here's a quick update on Q4 work. We're awaiting the bank statements to finalise reconciliation. Once received, we'll complete within 3 working days.
Client management
Clean, organised records and simple search.
Jobs & workflow
Create, track, and keep work moving with clear statuses.
Tasks
Assign, prioritise, and reduce bottlenecks.
Queries
Capture and tie conversations to the right work.
Documents
Store, version, and find files quickly.
AI Chat
AI Powered Wingman to make every task easy.
Run your firm, your way
Start with the essentials. Everything you need to organise work, communicate with clients, and keep records tidy. Complete platform with AI assistance that learns your workflow.
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