What we deploy

• Maturity Radar£43,400

  Fixed-rate end dates are scheduled fee events. Most books have no system watching them. Every maturing client surfaced six months out, scored by fee value, outreach drafted.

• Orphan Client Revival£29,150

  Clients with no assigned adviser remortgage with someone else. Silently, every month. Dormant and orphaned clients identified, verified as contactable, revival sequences drafted.

• Protection Cross-Sell Engine£24,850

  Most completions close without a protection conversation ever being logged. Every completion without protection flagged, review invitations drafted for adviser sign-off.

What we deploy

• Dormant Book Miner£38,400/yr

  Review dates lapse quietly. Nobody sees the whole book's drift in one place. Every overdue relationship surfaced, ranked by recurring fee at risk, review invitations drafted.

• Gap Scanner£57,200

  Advice gaps across a whole book are invisible client-by-client. Protection, pension and ISA gaps flagged book-wide, sized in fee terms, agendas drafted.

• NextGen Retain£9.6m

  When wealth transfers, the next generation rarely knows your firm's name. Households facing transfer identified, next-gen contact status mapped, introduction plans drafted.

What we deploy

• Enquiry Recovery Engine£186,300

  Enquiries arrive nights and weekends; follow-up depends on who's busiest. Every unconverted enquiry found, valued by matter type, follow-up sequences drafted.

• WIP Leak Detector£47,200

  Unbilled time ages invisibly across dozens of matters until write-off. Ageing WIP surfaced by matter and fee earner, billing narratives drafted.

• Cross-Practice Radar£83,600

  Each department's clients never hear what the other departments do. Single-matter clients matched to obvious next needs, introduction letters drafted.

What we deploy

• CV Revival Engine£54,000

  New mandates get new sourcing; the database you already paid for stays unread. Whole database re-matched against live roles, best-fit candidates ranked, re-engagement drafted.

• Hiring Signal Radar27

  Funding rounds, leadership exits and growth signals fire while your BD list sleeps. Target accounts monitored for hiring signals, warm briefs drafted the morning they fire.

• Shortlist Accelerator4 min

  Manual longlist-to-shortlist takes days the client spends talking to your competitor. Job spec in, ranked shortlist with rationale and interview packs out, in minutes.

What we deploy

• Renewal Defence£74,000

  Churn risk hides in mid-term behaviour: claims friction, contact gaps, premium jumps. Every renewal risk-scored 90 days out, retention outreach drafted for account handlers.

• Cover Gap Scanner£52,300

  Cross-sell across a 600-policy book is impossible client-by-client. Every obvious uncovered risk flagged and sized, review invitations drafted.

• Quote Turnaround Engine6 min

  Assembling a clean underwriter submission from client documents takes days. Client docs in, structured underwriter-ready submission pack out in minutes.

What we deploy

• Succession Signal Scanner67

  Succession-risk owners don't announce themselves. Their filings do. Regional company base scanned for succession signals, ranked pipeline with approach drafts.

• Target Sourcer38

  A buyer mandate is only as good as the target list behind it. Mandate criteria in, scored long-list of matched acquisition targets out.

• Buyer-Mandate Matcher12

  Matches between your own live buyers and sellers go unnoticed across desks. Every live buyer and seller cross-matched, introduction memos drafted.

What we deploy

• Lease Event Radar£96,400

  Rent reviews and break clauses are diarised in five places and watched in none. Every lease event surfaced 12 months out with fee value, client briefs drafted.

• Off-Market Spotter23

  Planning applications and distress signals show tomorrow's deals. Nobody reads them daily. Public signals scanned across target areas, off-market opportunities scored, approaches drafted.

• Instant Vendor Report90 sec

  Pitch-winning reports take days of comparables work. Pitches happen this week. Address in, branded vendor report with comparables and strategy out in 90 seconds.

What we deploy

• Advisory Opportunity Scanner£142,000

  Advisory triggers hide in data your firm already holds. Nobody reads the base as one dataset. Every client scanned for advisory triggers, opportunities sized, partner conversation packs drafted.

• Fee Leak Detector£38,200

  Scope creep is invisible until year-end margin review, and by then it's history. Out-of-scope work surfaced monthly against engagement letters, fee conversations drafted.

• Onboarding Chaser11 → 3 days

  Onboarding stalls on unanswered document requests nobody has time to chase. Every stalled onboarding chased automatically with polite persistence, status board live.

What we deploy

• Churn Signal Detector£186,000

  Churn risk shows in usage decline and support friction long before renewal. Every account risk-scored from usage patterns, save-plays drafted for CS.

• Failed Payment Recovery£23,400

  Dunning defaults let recoverable revenue expire in silence. Failed payments segmented by cause, recovery sequences drafted per segment.

• Expansion Miner£96,000

  Expansion-ready accounts announce themselves in usage data nobody mines. Accounts at plan limits or multi-team usage flagged, expansion plays drafted for sales.

What we deploy

• Treatment Plan Recovery£96,000

  Unconverted plans get one follow-up call, if the front desk finds time. Every open quote followed up with a patient-appropriate sequence, pipeline visible to the group.

• Capacity Fill Radar£8,550

  Cancellations create gaps the diary team discovers on the day. Tomorrow's gaps detected tonight, matched patients invited automatically.

• Review-to-Revenue Engine14

  Your reviews contain every question patients ask before booking, and nobody uses them. Reviews mined for real patient questions, answer content drafted for your site and AI search.