The job, all day.
Liaison works inside the tools your business already runs on. It answers customers, follows up on leads and chases what you’re owed, in your voice and from your own accounts. When a decision is yours, it asks.
4 handled. 1 needs you.
Happy to pause until November. Your next visit moves to the first week back.
QuickBooks
Stripe
Gmail
Outlook
Slack
HubSpot
Salesforce
NetSuite
Xero
Gusto
FieldRoutes
Jobber
ServiceTitan
Shopify
Google Sheets
Google Calendar
DocuSign
SquareThe receipts come to you.
The iPhone app puts your receipts, Needs you and the notetaker in your pocket. Notifications lead with what got handled, and the one thing that needs you has the button right on it.
Text it the way you would text your office manager, or ask Siri what needs you. It answers from what it knows and does the work from your own accounts.
It knows what you know.
Fairview is a lead in the CRM, an account in the books and a thread in your inbox. Liaison knows that is one company. You never merge or clean anything up first.
The CRM, the books, the inbox and the field system read as one record.
A sent invoice is not revenue and a pending payment is not money in the bank. It counts them the way you do.
Ask what came in this week and it shows the transactions behind the answer.
Covered. $81,200 is available Friday, and the Gusto run is $57,300.
It writes like you and sends from your accounts.
It learned from the 312 emails you already sent, so the follow-up to Fairview comes out short and a little direct, the way yours do.
It lives in the inbox itself, next to Slack, WhatsApp, Telegram and iMessage. Each thread shows what it did: reply drafted, rebooked and confirmed, filed to the account. Nothing goes out until you say it can.
Hey Sam, when does the crew get to the site on Thursday, and can you send the invoice over so I can get it approved before the weekend?
Mike, the crew is on the calendar for Thursday at two. Invoice 2291 is attached at net 15.
It works the night shift.
Every night it goes through what came in, what went out and who still owes you. By morning the write-up is done and the follow-ups are drafted.
When a job needs a screen, it has one. Any tool with a login: it opens LinkedIn at 8, works the list in your voice and logs who replied. Watch it live, take the mouse, or teach it a task once.
Nine invoices past 30 days. Nine follow-ups drafted, one per customer and history.
of recurring revenue behind 134 paused subscriptions. Write-up ready by Monday.
The job that ran long left a gap on Thursday. Two customers from the waitlist are booked into it.
What got handled overnight, and the 1 reply that needs your yes.
Stop paying for a notetaker. It comes with Liaison.
Send it from the calendar. It joins as Liaison Notetaker, tells the room it is recording, and anyone can type /liaison stop to end it. Audio is deleted within 24 hours.
When the call ends you get the transcript and an action summary, filed to the customer's account. Then the promises in it come out as the deck, the invoice and the follow-up, each waiting for your yes.
One Liaison per seat. Teammates for the jobs you hand off.
Every person on the team gets their own Liaison. Then add teammates for a single job, each on its own switch. A teammate is on when it has been working in the last hour, and every one of them answers to you.
Holds the whole business. Always on.
● OnWhich deals moved, which went quiet, who hasn't heard from you.
● On · 12 min agoRenewals, terms and the clause you agreed to in March.
○ Off · 3 h agoEvery new lead answered in your voice within minutes.
● On · just nowWho owes you, sorted by age, chased politely.
○ Off · yesterdayThe whole business: cash, customers, the team, the week ahead.
The schedule, the phones, the inbox nobody else answers.
The books, every night, with the record behind each number.
Wherever you already are.
Board, Work, Talk, Meet, Create and Ask.
Work · Needs you · 3The iPhone app, and Siri when your hands are full.
"Hey Siri, what needs me?"Text it like you would text your office manager. It answers from what it knows.
book fairview for thursday at 2Slack, Telegram and WhatsApp, where your team already talks.
@Liaison who still owes us?Google Meet and Zoom, as Liaison Notetaker.
/liaison stopReceipts in your inbox: what got handled, and what needs you.
4 handled · 1 needs youAn assistant reads one app. Liaison knows the business.
- Reads whatever screen is in front of it.
- Runs the errand you send it, then forgets.
- Waits for you to ask.
- Leaves you to check what it did.
- Reads all of it first: inbox, books, CRM, field system. One memory of the business.
- Reconciles two systems that disagree. Never counts pending as cash.
- Works without being asked, on routines and overnight.
- Leaves a receipt for everything, and asks before anything goes out.
It stays yours.
Nothing goes out until you say it can. Anything that moves money still asks.
Everyone sees the shared business. One person's inbox is never visible to another seat.
The data stays yours. We never sell it.
Connect a tool and let Liaison get to work.
Book thirty minutes and we set it up on your business. Or start the trial now: 7 days, no card.