Your process, on request
Ask how the firm handles something and get the firm's answer — in Claude or ChatGPT, from the account they already have, free or paid.
Features
Everything here runs today.
Most of it ran on our own firm first. Some comes with the service; the rest we build for your firm, on your own systems.
For the people doing the work
Answers from your firm, in the AI they already use
What it can't answer becomes your list
A question with no answer is logged for your firm to see, and covered in the next update. The gaps in what's written down show up by themselves.
One client's work, one client's guidance
Put someone on an engagement and they reach its guidance. Roll them off and it's gone from their next question.
It knows where to stop
Questions about what the law, a contract or a regulator requires go to your leadership, not to a confident guess.
Installed once, for everyone
A ChatGPT plugin your workspace admin installs for the whole firm. New answers arrive on their own; you choose when to take a new version.
For the people running the firm
See it, shape it, stop it
Access you decide
Invite people by address. They sign in with Google or a Microsoft work account — and can add a personal Gmail afterwards, if within your firm's security policies.
Who's using it, and a switch
Who used the assistant, through which product and how much. Questions it answered aren't kept; ones it couldn't answer are, so they can be covered. Your owners and managers can switch off one person, or pause it for everyone, in a click.
Shape the firm's guidance
Request a change to the assistant's guidance from the portal, for the whole firm or one engagement. Zero Mission reviews each request and includes it in the next monthly update. With Google Drive or SharePoint connected in Claude or ChatGPT, answers can also come from documents your firm owns and controls.
Built on your own systems
We run our own firm this way. We build it on your systems.
With Scale
Your CRM, by chat
Look someone up, log a meeting, record a new contact from a business card, see this week's follow-ups — in Claude or ChatGPT, against your Salesforce or HubSpot.
Leads that sort themselves
Enquiries land in your CRM with the spam kept out, ready to qualify in a sentence. A guided prompt on your site lets prospects try your service in their own AI and send you what they found.
Know how clients feel
CSAT and NPS — asked in the chat, by email or on an invoice — and a health view per client from signals you already have.
Invoicing by conversation
Draft the month from last month, carry an unpaid balance, bill a logged expense and issue — by asking, against your accounting system.
Better every month
A working session each month on what to improve next — drawn from what your people asked, what the assistant couldn't answer, and what would save the most time.
Your records stay yours. What we build on your systems runs in your own infrastructure — your cloud account, your logs, your security team's view. We don't hold your clients' records, and nothing here needs us to. Security & Privacy has the details.
Which of these would change your week?
Tell us what you'd want first. If it's something we'd build on your systems, we'll say what it would take — and if it isn't worth building, we'll say that too.