Get your bearings for the day
Bring meetings, outstanding tasks and relevant client context together so you can decide what deserves attention first.
Help with the work around advice
Tell your CRM what needs doing.
Start with the work that fills the gaps between client conversations: finding a detail, preparing a meeting, reviewing tasks or drafting a reply. Aria helps you work across the areas your role can access. Specialist agents support defined jobs with configured tools and visible run histories. You set the scope, review proposed actions and retain responsibility for the advice.
A task, with its context
“Prepare a file note
from this review.”
Example client: Alex Morgan
- 01Select the source
Meeting transcript and published firm template.
- 02Confirm draft creation
Approve the proposed document action.
- 03Review the result
Check the draft before using it in the advice process.
Define a repeatable job
Use agent templates for work such as meeting preparation, email triage and pipeline reporting. Configure the tools and available triggers for each job.
Keep approvals visible
Review proposed changes and outbound actions before approval. Inspect run history to see what an agent attempted and what it completed.
Inside the workflow
Less between you
and the work that matters.
Set the scope in the Agent Command Centre
Templates, tool permissions and run histories give your team a place to manage delegated work. A preparation agent can assemble client context and open tasks. A pipeline agent can surface opportunities needing attention. Email workflows can help organise messages and prepare drafts. Availability and scheduling depend on the configured workflow, and actions remain subject to their approval requirements.
Choose the assistant for the task
Aria is the global Virtual Assistant for permitted practice work, navigation and retrieval. The AI Assistant within a client record handles work scoped to that relationship, including client actions that require that context. Recording, transcription and meeting extraction use dedicated workflows. These distinct scopes keep each tool focused on the information and actions it is authorised to use.
The detail matters
Good questions.
Straight answers.
Scope, setup and responsibility. Know where the boundaries are before you begin.
Can agents change records or send messages without approval?
Assistant actions that only read information can run automatically within permitted scope. Actions that change records or send messages pause for quick confirmation or full approval. Campaign and workflow automations you have separately configured can run on their own triggers; they are distinct from an assistant proposal.
Does Aria make advice decisions or rewrite an SOA for us?
No. Aria helps retrieve information and carry out permitted practice tasks. You decide suitability and the recommendation. Advice documents have their own drafting workflow; Aria does not rewrite SOAs or perform compliance rework in chat.
Does all AI processing stay local?
No. AI and speech services include cloud providers. Routing varies by workflow and company configuration, so provider choices and data handling need to be reviewed during onboarding.
The next conversation
Your practice.
With more room for advice.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works