What it can watch
News, email, stock prices, industry updates, reports — anything the agent can reach.
The point is the schedule. A summary that arrives at 8am before a meeting is worth more than a better summary you have to go and ask for.
Inside the practice tools, the same agent watches matters and filings and tells an advocate or an accountant what moved since they last looked.
Talk to us
Tell us what you currently check manually every morning. That is usually the right first job for this.