Client Service Exchange
Client Service Exchange — turn your firm’s expertise into an ongoing digital client service. Package knowledge, documents, guided workflows, AI-assisted reviews and access to your people in a secure, firm-branded subscription experience.
What your clients live in, every day.
How your firm runs the service.
Productised services, treated as real products.
A client starts with a question, a document or a task. The answer is drawn from your precedents, playbooks and knowledge, and when it needs a person it escalates into a queue your team works in-thread. Clients see outcomes, never your firm’s IP.
Recurring obligations become a calendar clients can act on. Each carries the playbook, templates and prior documents needed to begin, so starting an event opens a service session already loaded with its context.
Drop a document and it is categorised automatically. Agreements are matched to your standard form and reviewed against it, with findings listed on the document. Every review records the precedent version it used, so when that precedent changes the review is flagged rather than quietly going stale.
Why it's an exchange
You own the client relationship, not someone else’s platform.
Tiers, subscriptions and entitlements, billed under your brand.
The mix of software and your people is the point.
The AI engine is your choice, not a lock-in.
A way in for smaller clients that grows into paid relationships.
Your precedents, playbooks and articles remain your firm’s. Your clients’ documents and data remain theirs. Every privileged action is recorded in an audit log. Hosted in Australia.
