Omni Agents · Your data
Agents that answer from your own systems.
A generic agent can tell a caller your opening hours. An agent on your data can tell them where their matter is up to, when their settlement lands and what they still owe.
What it does
The difference between a chatbot and a colleague.
Most agents only know what is in a handful of uploaded documents. That covers the FAQs, and nothing about the person on the other end.
We connect your agents to the systems where your business actually runs: practice management, CRM, accounting, job and booking databases. They answer with real, current records and write their work back.
Capabilities
What "on your data" really means.
Reads your live records
Looks up clients, matters, jobs, bookings and balances in your own database while the conversation happens.
Connects to your apps
Works with more than 700 business apps, from accounting and CRM to practice management and calendars.
Writes back, too
Creates leads, logs notes, updates records and drafts documents during or after the conversation.
Only what it should see
Each agent gets access to the records it needs and nothing else, set per agent.
Knowledge that stays current
Documents, websites and videos are re-read on a schedule, so answers change when your content does.
Built on your Command Centre
If you run an Omni Command Centre, your agents start with your clients, workflows and numbers already connected.
Talk to Nina at Bramblegate Law Group
Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
From the example New-client intake line.
Want one like this for your business? Book a call with Sam
Worked examples
Agents that work from real records.
Status updates, listings, renewals, trial activity, invoices and internal reporting, all answered from live data.
New-client intake line
Answers new-client calls day and night, runs the firm's intake questions and books a first meeting with the right attorney.
Matter update inbox
Replies to "where is my matter at?" emails from the matter records, and routes everything else to the responsible attorney.
Settlement and closing updates
Texts and calls clients at each milestone of a commercial property closing, so the real estate team stops fielding "has it closed yet?" calls.
New client onboarding: identity checks and engagement letter
Walks new clients through the firm's identity checks and engagement letter, tracks what's missing and tells the partner when work can start.
Unbilled time and WIP chaser for partners
Reminds partners about unbilled time and pre-bills before each billing run, nudges timekeepers for missing time, and records the partner's decisions.
Precedent and knowledge search for lawyers
Helps the firm's lawyers find the right precedent and practice note in seconds, and sends clause changes to the partner who owns the precedent.
Overdue fee collection calls
Calls clients' accounts payable teams about overdue invoices, fixes whatever is holding payment up and records the promised date.
Overdue fee reminders
Follows up overdue invoices by email and a polite call, sets up the firm's standard payment plan and sends the client services manager a weekly summary.
New client onboarding and anti-money-laundering documents
Guides new business clients through the engagement letter and anti-money-laundering identity documents, tracks what is missing and tells the partner when work can start.
Monthly results briefing for advisory clients, by voice
Calls each advisory client when the month's management report is approved, walks them through the headlines and books time with their advisor.
Payroll query desk for outsourced payroll clients
Answers pay questions from the employees of outsourced payroll clients: payslips, leave balances, pay dates and cut-offs, by phone, chat or text.
Partner daily briefing
Gives each partner a short morning briefing on their day and the firm's numbers, answers follow-up questions and books time with colleagues.
Fixed-rate expiry reminders
Contacts existing clients before their fixed rate ends and books a refix review, so the adviser keeps the relationship.
Client question inbox
Answers routine client emails from the account records, and passes anything that needs advice or moves money to the right adviser with a summary.
Know-your-customer document chaser
Chases every new account's missing identity and ownership documents by portal message, text and phone, so accounts can be funded on time.
Loan settlement status updates for clients
Tells home and commercial borrowers where their loan is at each step to settlement, chases what's outstanding and passes date changes to the adviser.
Investor enquiries inbox for a wealth manager
Answers fund investor emails about capital calls, statements and tax documents from the investor records, and sends performance questions and anything suspicious to investor relations.
Adviser file compliance checker
Checks any client file against the firm's file standards when an adviser asks, lists what's missing and sends the client the forms to fix it.
Application status inbox
Replies to "any news on this visa?" emails from HR teams and private clients using the case file, in their language, and routes new information to the consultant.
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Claims status inbox
Replies to "any news on our claim?" emails from the claim file, and hands anything that needs judgement to the claims advocate.
Commercial client onboarding
Calls each new commercial client once they sign with the brokerage, explains what is needed to take their program to market and tracks every document.
Certificate of insurance requests inbox
Issues standard certificates of insurance from the policy records, usually within the hour, and passes anything that needs a policy change to the account team.
Timesheet and expenses chaser
Reminds consultants about missing timesheets and expense receipts, answers their questions from the records, and tells finance who is holding up billing.
Tender and RFP response assistant
Answers the bid team's questions about a tender pack, checks the requirements against the firm's cleared case studies and drafts answers from the approved library for review.
Client project status inbox
Replies to client "where are we at?" emails from the project tracker, and passes anything that needs a partner to the right person.
Permit and approval status inbox
Replies to "where is our permit?" emails from the project records, and passes design and site questions to the right person.
Tender document questions for bid teams
Answers the bid team's questions about a tender pack, checks the requirements against the firm's project references and keeps every deadline in view.
Leasing inspection booker
Answers business enquiries about vacant office, retail and industrial space from the listing records, and books inspections with the leasing team.
Tenant enquiry inbox
Answers commercial tenants' emails about lease dates, options, rent reviews, outgoings and consents from the lease records, and passes decisions to the right property manager.
Rent arrears calls
Calls commercial tenants whose rent invoice is overdue, records when it will be paid, sends the invoice details and hands disputes and hardship to a person.
Commercial listing enquiry line
Answers calls about the brokerage's office, industrial and retail listings from its own listing data, and books tours with the listing broker.
Trial follow-up
Follows up trial workspaces based on what each team has actually done, and books help for the ones that have stalled.
Customer support inbox
Answers customer emails and chats about seats, settings and workflows from the help docs and each customer's account, and hands bugs to the support team.
Renewal and save calls
Calls customers whose renewal is close and whose usage has dropped, finds out why, and offers the agreed fixes before they cancel.
Helpdesk triage line
Answers the service desk line, checks who is calling, sets the priority and pages an engineer straight away for anything urgent.
Ticket status inbox
Replies to update requests on open tickets straight from the ticketing system, and records approvals and new requests on the right ticket.
Contract renewal calls
Calls clients before their managed services contract ends with their year in numbers, and books a renewal review with the account manager.
Client status inbox
Replies to "where are we at?" emails from the project tracker, and routes new requests to the account director.
Trade account order desk
Takes orders and reorders from trade accounts by phone and email at contract pricing, checks stock and books the delivery window.
Delivery status inbox for trade customers
Answers where-is-my-order emails from trade customers with live truck, stop and arrival details, backorder dates and proof of delivery.
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Enrolment assistant
Answers programme, date and fee questions from the course schedule, and walks individuals and company sponsors through enrolling.
Student support helpdesk
Answers current learners' everyday questions from their learner record, including what their employer sponsor sees, and passes the rest to the right person.
Ask your business data by voice
Executives call a number, ask a question about the group and get the answer from the finance, sales and project systems.
Owner daily briefing call
Calls the chief executive at a set time each morning with the numbers and issues that matter, then takes questions.
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Work logging by voice
Consultants call in after client work and talk. The agent writes the timesheet, expenses and follow-ups into your systems.
Supplier inbox triage
Sorts the accounts payable inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
IT service desk for staff
Takes IT problems from staff by voice or chat, checks known outages and the asset register first, then logs the ticket and books desk-side help.
New starter onboarding guide
Guides new starters from signed offer to day one, answers their questions at any hour and tells them exactly which forms are still outstanding.
Expense and travel policy desk
Answers staff questions about flights, hotels, meals and rebillable costs from your expense and travel policy, before the money is spent.
Purchase request intake
Takes purchase requests from staff in plain words, checks the catalogue, budget and approval rules, and raises the request with the right approver.
Board pack questions, answered from the numbers
Board members ask about the board pack by voice or chat and get answers from the pack and the ledger behind it, with the page reference.
CRM updates by voice after client meetings
Directors and account managers call after a client meeting and talk it through. The agent updates the opportunity, contacts and next steps in the CRM.
Month-end close status
The financial controller asks where the close is at any time and hears which tasks are done, which are late and what is holding them up.
Contract and renewal register questions
Answers staff questions about supplier contracts from the contract register, including renewal dates, notice periods and who owns each contract.
Cash and debtor-days briefing for the finance lead
Calls the CFO every Monday with cash, debtor days, the accounts driving them and the low point in the 13-week forecast.
Client meeting prep brief for account managers
Account managers ask for a brief before a client meeting and get delivery status, money owed, contract dates and open opportunities in one place.
Security questionnaire answers for enterprise deals
Drafts answers to prospects' security questionnaires from the approved answer library, and sends the questions it can't answer to the security lead.
Member services inbox for a professional body
Replies to member emails about certificates, renewals and CPD hours from the member records, and routes billing, certification and complaints to the right person.
Corporate travel change inbox
Replies to business travellers' and arrangers' change requests from the booking record, with the real costs and the client's policy, and hands confirmed changes to the consultant.
Retailer order desk for supermarket and trade buyers
Answers calls and emails from supermarket, distribution centre and trade buyers, takes orders and changes, checks stock and cut-offs, and confirms by email.
Promotions and trade spend questions for key account managers
Answers key account managers' questions on trade budgets, the promotion calendar and how past promotions performed, and drafts promotion requests for approval.
Store visit logging by voice for field reps
Field reps finish a store call and talk. The agent logs shelf, stock, display and follow-up details into the retail execution system.
Territory morning briefing for field reps
Calls each field rep before their first store with the day's route, the store issues that matter and progress to target.
Category review prep for key account managers
Turns scan data, market share and rate of sale into the talking points a key account manager needs before a retailer's category review.
Retail execution questions, answered from store audit data
Answers sales managers' questions about displays, planograms and shelf availability straight from store audit data, and turns gaps into rep actions.
Stock and demand position questions for planners
Answers planners' questions on stock, cover and whether supply will meet a promotion, from the planning and ERP systems.
Retailer claims and deductions inbox
Reads retailer remittances and claims, matches every deduction to promotions, price files and proof of delivery, and disputes the ones that don't match.
Co-packer and ingredient supplier onboarding
Guides new co-packers and ingredient suppliers through onboarding, collects documents, explains what is still missing and books the quality site visit.
Client kickoff coordinator: documents, access and first meeting
Contacts each new client after signing, collects what the team needs to start, sets up access and books the kickoff meeting.
Quarterly account health check calls
Calls each customer's workspace admin every quarter with their account numbers, asks the health check questions and books the customer success manager when something needs attention.
Quarterly business review prep from account data
Builds the draft quarterly business review pack for a customer success manager from the account's own usage, support and contract data.
Service request intake for business clients
Takes service requests from retainer clients by chat, email or phone, checks them against the service catalogue and the days left, and logs them for the account manager.
Service level and ticket status questions from clients
Answers clients' questions about service levels, breaches and open tickets from the live figures, and books the service delivery manager for anything contractual.
Escalation triage for account managers
Takes calls and emails from unhappy clients, checks the engagement record, sets the urgency and gets the right partner and account manager on it with a summary.
Renewal risk outreach before contracts lapse
Reaches customers whose contract is close to lapsing with a risk flag, like an unsigned renewal or a main contact who has left, and gets the renewal back on track.
Change request intake for project clients
Captures client requests to change a project's scope, checks them against the agreed statement of work and logs a change request for the engagement manager to price.
Monthly client report, explained by voice
Walks clients through their monthly performance report by phone or chat, explains what changed and why, and passes decisions to the account team.
First-week guide for new employees
Tells new employees what's on each day of their first week, where to go and what's due, straight from their onboarding plan.
IT setup and access requests for new starters
Sets up laptops, accounts and system access for new starters by role, and gets the extra approvals in before day one.
Manager onboarding checklist nudges
Reminds hiring managers about their onboarding checklist, helps them close each item on the spot and keeps HR informed.
Contractor onboarding and induction
Tells contractors what their crews need before starting on site, checks the documents, books induction sessions and explains the site rules in their language.
New vendor setup: bank details, insurance and terms
Sets up new vendors by collecting registration, bank details, insurance and terms, and tells staff exactly what is holding a vendor up.
Partner and reseller onboarding
Walks newly signed partners and resellers through their onboarding checklist, answers program questions and books their enablement session.
Company knowledge search: templates, policies and past work
Finds templates, policies and past work across the company's documents, and only shows what each person is allowed to see.
Who knows what: find the right colleague
Tells staff who in the firm has done similar work, speaks the right language and is free to talk, from the expertise directory and project records.
What did we decide? Meeting and decision search
Answers 'what did we decide?' from meeting minutes and the decision log, with the owner, the actions and only the detail each person may see.
Data and reporting skills coach for staff
Coaches staff on reading and using the company's own reports, with short exercises on real dashboard figures and instant feedback.
Continuing education tutor for licensed advisers
Quizzes advisers on their continuing education modules by voice or chat, explains what they got wrong and keeps their hours up to date.
Project status updates by voice
Takes each engagement manager's weekly status update by phone, updates the project tracker and puts any decision needed on the partners' list.
Staff and resource scheduling requests
Takes staffing requests from partners and managers, suggests consultants with the right skills and availability, and places a hold for the resourcing manager to confirm.
Approval chaser for purchase orders and contracts
Chases approvers for waiting purchase orders and contracts, explains each one in a sentence and records the decision.
Meeting notes into actions and owners
Turns meeting notes into clear actions with owners and due dates, sends each owner their part and follows up on what's still open.
Weekly KPI check-in calls with team leads
Calls team leads each Monday about last week's KPIs, asks about anything off target and writes their explanation into the weekly pack.
Sales pipeline review by voice for the sales director
The sales director asks about coverage, stalled deals and owners by voice and gets the answers straight from the CRM.
KPI alert explainer: why did this number move?
When a KPI crosses its alert line, leaders ask why and get the causes from the systems behind the number.
Leave and payroll questions for staff
Answers staff questions about leave balances, payslips and pay dates from their own records, and routes pay problems to payroll.
Performance review prep for managers
Prepares managers for performance reviews by pulling goals, results, feedback and 1:1 notes into a short brief, without suggesting a rating.
Policy attestation reminders and questions
Reminds staff who haven't finished their annual policy attestation, answers what they're confirming and passes anything that needs a disclosure to compliance.
Incident and near-miss reporting line
Staff report incidents and near misses by phone or chat at any hour. The agent records the facts, logs a reference and alerts the risk team straight away.
Audit evidence requests to process owners
Contacts process owners about open audit evidence requests, explains exactly what is needed and tracks every item until it's uploaded.
New starter IT access requests
Takes new starter and access requests from managers, checks the role's standard access and the approvals it needs, and gives a clear ready date.
Site office IT support line
Answers IT calls from remote site offices, checks known outages first, walks staff through simple fixes and sends everything else to an engineer with the details.
Info session registration and reminders
Answers questions about free info sessions, books places, and sends a reminder with directions or the joining link the day before.
Brochure download follow-up
Follows up every brochure download within a working day, answers questions, and offers an info session or a call with the programme adviser.
Alumni event RSVPs and questions
Takes RSVPs for alumni events, answers questions about guests, venue and dietary needs, and runs the waitlist when an event is full.
Trade show lead follow-up
Contacts everyone scanned at the stand after a trade show, finds out who has a project, and books a meeting with the right rep or sends the brochure.
Customer open day registrations
Takes registrations for customer open days, answers questions about sessions, parking and site safety, and sends reminders.
Customer case study requests
Contacts customers whose projects finished well, asks if they would be a case study, explains what is involved, and books the interview with marketing.
Subcontractor insurance and licence chaser
Tracks every subcontractor's insurance, licence and safety agreement, chases updates before they expire, and checks what comes back before compliance verifies it.
Gifts and hospitality declarations
Answers staff questions about the gifts and hospitality policy, records declarations in the register, and sends approvals and unclear cases to the right person.
Dangerous goods booking checks
Checks that every dangerous goods booking has its documents before the dangerous goods officer reviews it, and tells the customer exactly what is missing.
Privacy request intake
Takes requests to see or correct personal information, checks identity against the records, and logs each one for the privacy officer with the legal deadline.
Other channels
Voice agents
Answer your phone line and website voice calls, book, hand off and summarise.
Web chat agents
A chat and voice widget on your website that answers, qualifies and books.
Email agents
Triage the inbox, draft or send replies from your knowledge, escalate the rest.
Outbound and SMS
Call leads back in minutes, send reminders and follow up by text.
Internal agents
For your own team: ask the business anything, log work, chase money.
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