Pipeline to quote to invoice to paid, with e-signature built in. The assistant logs the activity, captures the leads and surfaces 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, weighted values, won/lost reasons, at-risk analytics.
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.
Beyond the pipeline: shape it to your practice, route leads, bill and get paid, and let governed automations do the busywork — all behind the SCRS firewall.
CRM & Operations is a +£11/mo add-on; built-in e-signature covers signed quote acceptance, and the separate e-sign app for arbitrary PDFs is £2/employee. The built-in pay page runs on Revolut; bring-your-own Stripe / PayPal / GoCardless gateways are owner-connected and off by default. Dunning reminders and BYO gateways are opt-in. Nothing here is certified — see the FAQ below for our real compliance posture.
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; every view audit-logged and reversible.
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, HR-lite and the Document, Workbook and Deck editors are included on every Other Me seat. See the pricing page for the live numbers.
Yes — isolate clients and teams with matters and ethical walls, all audit-logged.
We're UK GDPR-aligned, store customer data in the UK/EU, redact PII before any third-party model sees it, and never use client data to train models. ISO 42001, SOC 2 and ISO 27001 are on our roadmap — we hold none of them today, and we never claim a certification we don't hold.
Flows & HR-lite are included on every seat. Add Email + Projects, Live Chat and Ticketing for one connected front office.
