A morning at an
AI-powered firm
Follow a managing partner through their morning routine — from the first cup of coffee to a fully prepped client meeting. Every screen is the real interface — the product as it exists today.
Your morning starts here
One glance tells you everything: pending reviews, upcoming meetings, new leads, recent activity. KPIs update in real time. Your firm's brand colors. Your clients' names. No generic dashboards — this is yours.
AI scanned your book of business overnight
Every morning at 6am, an autonomous agent reviews every client, engagement, and deadline in your firm. It writes a brief — flagging opportunities you'd miss, risks you'd catch too late, and nudges that turn reactive firms into proactive ones.
Nothing ships without your say-so
Every AI-generated draft — client answers, documents, briefs — lands in the review queue before a client sees it. Approve, edit, or reject. Full audit trail on every decision. You control the quality; AI handles the volume.
Templates in your firm's voice
Engagement letters, tax memos, research memos, client advisories — fill in the fields, click generate. AI drafts it using your firm's tone, services, and disclaimers. Output routes straight to the review queue.
Your clients get their own branded experience
Every client sees your logo, your colors, your name. They ask questions, upload documents, track engagements, and fulfill document requests — all in one place. Self-service onboarding means less admin for your team.
Walk in prepared. Every time.
Before any client meeting, AI generates a one-page prep sheet — talking points, open items, recent activity, suggested next steps. Syncs with your Outlook calendar so briefs draft automatically 24 hours out.
Autonomous agents that work while you don't
Practice Pulse scans daily. The Brief agent preps before meetings. More agents are coming. Each runs on a schedule, logs every action, and routes output through review. Toggle them on or off from one mission control screen.
Your brand. Your voice. Your domain.
Upload your logo, pick your colors, choose your font. Configure how AI sounds — tone, services, disclaimers. Point your own domain at the portal. Connect Outlook, and more integrations are coming. Clients never see 'WithDave' — they see you.
See it with your own firm
We're onboarding founding partners now. Your portal is live in under 10 minutes — logo, colors, and AI context configured. First month free.