Pipeline to quote to invoice to paid, with e-signature built in. The assistant logs the activity, captures the leads and chases the stalled deals — while SCRS keeps every client detail out of the model.
One governed flow — no bolt-on billing or e-sign tools.
Web forms & web-to-lead capture with instant dedup-on-create.
Drag deals, AI deal-rot nudges, won/lost reasons, My Day focus.
Build a quote, send for signature, convert to invoice — built in.
Get paid, reconcile, and trigger the next step automatically.
It logs the activity, updates the fields, drafts the follow-up and flags the deals going cold — so the data is always current without anyone babysitting it.
Drag deals through your stages, capture leads and convert them in a click, and let the assistant surface the work that actually moves revenue — not a wall of stale records.
Build a quote from the deal, send it for signature with e-sign built in, and convert the signed quote straight into an invoice with a public Revolut pay page. No exporting to a separate billing or signature tool.
Send a client exactly what they should see — and nothing more. Field-level RBAC masks sensitive fields by role at render time, so a share link or portal view never exposes data the recipient was never meant to read.
Isolate clients with matters and ethical walls, mask fields by role, and know that the assistant only ever sees tokenised data. Every write is audited; sensitive ones are draft-and-approve.
How SCRS works →Mask salary, ID numbers and notes by role — enforced at render time.
Hard isolation between clients and teams, audit-logged.
Sensitive writes wait for a human; nothing fires silently.
The same governed CRM, shaped for how your profession actually works.
Onboard clients, raise engagement letters with e-sign, and bill retainers on a recurring schedule.
Explore →Run matters with ethical walls, isolate clients, and keep privileged detail out of the model.
Explore →Capture leads, convert to fact-find, and share quotes through a governed client portal.
Explore →Field-level RBAC masks sensitive records; HIPAA available by BAA / contract.
Explore →Yes — build a quote, send it for signature and convert the signed quote into an invoice without leaving Other Me. No separate signing tool to buy or connect.
SCRS tokenises sensitive details before any third-party model is called — the AI sees client_4821 while you see the real name. It is a firewall, not a filter, and it fails closed.
Yes. Alongside one-off invoices you can run recurring invoicing and retainers, log expenses and time, and watch it all on a revenue dashboard. Payments go through Revolut.
Pricing is per seat. Flows and HR-lite are free with CRM, and the Document, Workbook and Deck editors are free with any AI plan. See the pricing page for the live numbers.
Yes — isolate clients and teams with matters and ethical walls, all audit-logged. Enterprise-grade matter walls, SSO, BYOK and residency controls are coming soon; talk to us about early access.
We're UK GDPR compliant with UK/EU data residency and no client data used to train models. ISO 42001 is on track; SOC 2 Type II and ISO 27001 are on the roadmap. We never claim a certification we don't hold.
Flows & HR-lite are free with CRM. Add Email + Projects, Live Chat and Ticketing for one connected front office.
