What Jai can capture
Service interest, document questions and contact information.
Jai gathers prospective-client inquiries and routine requests while your team works through the details that require its expertise.
Service interest, document questions and contact information.
Tax advice, financial judgment, confidential-document handling and client commitments remain with the accounting team.
Jai uses AI to work from your approved business information. Your team remains responsible for advice, commitments and decisions that need human judgment.
You don't need to know the technology. Start with what takes too much of your time.