Inbox
Email & client inbox
Triage client emails, draft replies in your voice and flag anything that needs your decision before it leaves your inbox.
Billing
Proposals, quotes & invoices
Turn briefs into proposals and quotes, prepare invoices or payment requests and follow up on unpaid work without awkward chasing.
Calendar
Scheduling & follow-ups
Coordinate meetings, send reminders and keep gentle follow-ups moving so fewer opportunities fall through the cracks.
Admin
Bookkeeping & tax prep
Collect receipts and statements, categorize expenses and prepare clean packs for your accountant at month-end or tax time.
Marketing
Content & social drafts
Draft LinkedIn posts, newsletters and website copy from your notes or past work, ready for a quick human edit.
Research
Research & document summaries
Summarize contracts, RFPs, research PDFs and long threads with citations so you spend time deciding, not reading every page.