Nothing slips between
enquiry and fee time
MIA keeps client conversations consistent, captures the facts your advisers need, and shows pipeline status so revenue does not depend on one overloaded inbox.
Built for advice-led firms
Unified comms
Email, voice summaries, and messaging channels feed one queue so nothing hides in a personal inbox.
Structured intake
MIA asks the questions your partners need before someone drafts a proposal.
Pipeline visibility
Leads and opportunities show urgency, owner, and next step toward won or lost.
Visit coordination
Link Google Calendar so clients book real free time without double booking your diary.
Documents in reach
Quotes and files stay next to the client record for the whole team.
After-hours continuity
Polite, policy-bound responses when the office is closed; morning handover stays clear.
Sales Agent adds deeper B2B automation when you are ready; start with enquiry capture and booking coordination.
Browse professional sectors →Ready for calmer client intake?
Go live in minutes and route the next enquiry into a record your whole firm can see.
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