It drafts client replies, proposals and scheduling in your voice, briefs you before every meeting and answers from your own files — all inside your firm's own Google Workspace. Nothing reaches a client until you approve it.
Fast, polished replies and proposals are how firms win and keep clients. But drafting, chasing and scheduling them eats the hours you should be billing to a matter or engagement.
A client reply isn't just a note — it's the firm's standard on the page. The wrong tone, a missed detail or an off-brand draft costs trust you spent years building.
Partners scheduling meetings, formatting proposals and clearing inbox backlog is the most costly way a firm can spend its best people's hours, at the highest billing rate in the building.
Proposals, client replies and scheduling, drafted to your firm's standard. It proposes; you approve in the chat thread; only then does anything reach a client.
The administrative tail of every engagement is handled, freeing senior time for the advisory work and judgement clients actually pay for.
It runs inside your firm's own Google Workspace, on your own cloud account. No third-party SaaS ever holds your client correspondence, files or matters.
Before every client meeting, a tight brief — history, open items, what's at stake — is waiting, assembled from your own calendar and files.
Sorts and summarises the inbox, surfaces what actually needs a partner, drafts replies in your voice.
Proposes times, resolves conflicts, and hands over a tight prep pack before every client meeting.
A morning digest of calendar, priority mail and open approvals — read-only, it just happens.
First drafts of proposals, client updates and internal memos, written in your firm's voice.
Cited answers pulled from your own matter files — no data handed to a third-party SaaS.
Quiet background research on a client, prospect or matter, summarised back to you.
You ask in chat — "reply to the client", "draft the proposal for Acme", "find me an hour with the partners". It drafts the exact action.
Right there in the thread: "approve", or "tighten the scope, soften the close". You're never more than a word away from control.
Only the approved action runs — the reply sends, the meeting books, the proposal goes out — and every decision is logged.
Every reply, every proposal, every meeting, every task waits for your approval before it happens — and every proposal and decision is recorded in an immutable ledger. You get the leverage of an always-on chief of staff without ever handing over the authority to act for you or your firm.
Book a short exploratory session — we'll discuss your firm's client load and utilisation, then map where RAD Professional takes the most off your plate so your team stays responsive, in your own Google Workspace.