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EVE

The board member who has read every record.

EVE is an AI assistant that works from the system we build for your business, so her view of where you are, and where you could be, comes from the figures rather than the mood in the room. Ask her about any matter, invoice or deadline, by typing or speaking. The questions can be complex: she can check what your system holds against your accounts package and show where the two disagree. When something needs doing, she drafts it and waits for a named person to approve it.

EVE 09:14:07Your firm
EVE
Standing by
// Event logToday

[09:13:51] What needs my attention today?

EVE // Three things. JOB 0114 has stalled for 41 days waiting on the client's sign-off. Two invoices are overdue, INV-2207 by 33 days. The quote for 12 Larch Row is 19 days late.

[09:14:02] Chase the overdue invoices.

EVE // Drafted two reminders. Nothing goes out until you approve.

TOClient · JOB 0114
REINV-2207 · £4,860

A gentle reminder that the invoice above is now 33 days past its due date…

APPROVE · J. WILLIAMSEDITHOLD
Message EVE…
SEND

How EVE answers a question

Every question takes the same route. She checks what she already knows from earlier conversations, reads the current state of your system, works out the answer and replies, on screen or out loud.

You ask EVE a question. She checks her memory, reads your live system and works out the answer. If it would change anything, a named person approves it first.You asktyped or spokenHer memoryearlier conversationsYour systemread liveWorks it outEVE answerson screen or aloudChanges anything?A named person approvespreview firstChange madeand loggedEvery 30 minutes she re-reads the business,so most answers are ready before anyone asks.

Nothing changes until a named person approves it

EVE can draft an email, update a record or chase an invoice, but she cannot send or save anything on her own. She shows you exactly what she intends to do, and it only goes ahead when a named person approves it.

There is a daily limit on what she can send and an off switch that stops her at once. Every action is logged with the name of the person who approved it.

Use the same data from your own Claude account

If your team already uses Claude, they can connect it to the same system. Anyone can ask which invoices are overdue or where a matter has got to, from the chat window they already have open.

CLAUDE · CONNECTED TO YOURFIRM.APP

Which invoices are more than 30 days overdue?

Two. INV-2207 for £4,860 is 33 days overdue, and INV-2231 for £1,120 is 31 days overdue. Shall I draft reminders for both?

EVE is already in use

At Prospect PS, a UK probate property firm, the directors use their own instance of EVE for board-level questions and the day-to-day running of the business. The system she works from is the one in our case study.

Read the case study

Tell us how your business runs today.

We'll show you what you'd see with it all in one place, and what you might be missing now.

Bring your three most awkward cases and we'll start from those.

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