Meet Liaison
Liaison is a second you for your business. It knows what you know, handles things the way you would, works while you sleep, and only comes to you for the calls that are yours to make.
The job, all day.
It knows what you know.
Your inbox, your calendar, the CRM, the books, the field system, read into one memory. It tells you Friday's payroll is covered before you ask, with the numbers and where each one came from.
It handles things the way you would.
It learned how you write from the emails you already sent. The reply, the reschedule and the reminder go out from your Gmail and your number, and the customer thinks it was you. It was.
It works while you sleep.
The receivables pass runs at eleven. The schedule pass runs at six. When a job needs a screen, it has a computer of its own. In the morning you get receipts, not a to-do list.
It sits in on the call.
Stop paying for a notetaker. Liaison joins the Meet or the Zoom and records it, and by the time you are back in the truck the transcript is filed and the deck, the invoice and the follow-up are waiting for one yes.
“Can we make payroll Friday?”
That question used to mean opening QuickBooks, then Stripe, then Gusto, then your email to see who promised to pay this week. Liaison holds all four in one memory, so it tells you at eight in the morning, before you ask: covered, $81,200 available, here is where it comes from and who still owes you. Then you ask the next question. An assistant that reads one app cannot do that. It has never seen the other three.
One customer, every tool
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 anything or clean anything up first.
Pending is not cash
A sent invoice is not revenue and a pending payment is not money in the bank. It counts them the way you do, so a number means what you think it means.
The record behind the number
Ask what came in this week and it shows you the transactions. Ask who went quiet and it names the account and opens the thread.
“Cut our month-end close from 4 days to 4 hours.”
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 goes out from your Gmail, your number, your calendar. To Mike it is you, an hour after he wrote.
It lives in the inbox itself, next to Slack, WhatsApp and Telegram. Each thread shows what it did: reply drafted, rebooked and confirmed, filed to the account. One look tells you what is handled and what is waiting on you.
The reply
The customer who wrote at 9 PM has an answer drafted by 9:20, in your words, waiting for the morning.
The reschedule
Dana moved Thursday. Liaison filled the 2 PM from the waitlist and both customers got a text from your number.
The reminder
Nine invoices past 30 days, nine follow-ups, each one written for that customer and that history. Not one of them a template.
It works the night shift.
Nobody asked it to look. Every night it goes through what came in, what went out and who still owes you. The subscriptions that paused. The card that failed. The account that always paid on time and suddenly did not. By morning the write-up is done and the follow-ups are drafted. The Sunday night you used to spend rebuilding the week is gone.
Finds what nobody asked about
134 paused subscriptions with $127,890 of recurring revenue behind them. It found them at 2:14 on a Sunday morning and had the write-up ready by Monday.
The books, every night
What came in, what went out, who still owes you, sorted by age, before you are awake.
The schedule, every evening
The job that ran long, the gap it left on Thursday, the two customers on the waitlist. Sorted before you open the app.
When a job needs a screen, it has one.
Any tool with a login. Every weekday at eight it opens LinkedIn on its own machine, works the list in your voice and logs who replied. Watch it live, take the mouse, or teach it a task once and let it run.
See what it finds in your business this week.
Free trial. Connect a tool tonight and read the brief in the morning. Or start with the free business report.
Stop paying for a notetaker. It comes with Liaison.
Send it to the site walkthrough from your calendar. It joins the Google Meet or the Zoom as Liaison Notetaker, tells the room it is recording, and sits there. When the call ends the recording goes through Liaison and comes back as the transcript and an action summary, filed to Fairview's account. A notetaker stops there. This one knows your books and your calendar, so the deck you promised Mike is already attached to a draft in your voice, invoice 2291 is prepared at net 15, and the crew is on the calendar for Thursday at two. You send, edit, or skip.
Google Meet or Zoom
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. The audio is deleted within 24 hours. Nothing to install and nothing to pay for on the side.
The transcript is the cheap part
When the call ends, the recording runs through Liaison and comes back as 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.
Send, edit, or skip
Nothing goes out until you say it can, and when it does, it goes out from your own accounts. Anything that moves money still asks.
“First time in my career I’ve been able to actually forecast.”
A second you for every person in the business.
Every person on the team gets their own. The owner's holds the whole business. The office manager's holds the schedule and the phones. The controller's holds the books. It works across everything they already run, and it makes each of them far better at exactly their job. That is how you grow without adding headcount.
It is built for the role, not the industry. Home services, field sales, real estate, professional services, ecommerce, member networks: the owner's job is the same job everywhere, every function at once.
Only you can see this page. It is what makes the digital version of you yours.
Text it from your phone
Ask who paid today, what is on Thursday, whether the deposit landed. Or tell it what to do and it does it. WhatsApp, Slack and Telegram work the same way, and the mic button turns talk into text.
It reads your inbox
Connect Gmail or Outlook. It reads what comes in, drafts the replies, and each draft waits in Work until you say go. Your morning note lands in the same inbox.
Open the app at the desk
Phone or desktop. Ask about cash and you get the number with the transactions behind it. Ask for fifty shops like your best ten and it builds the list and starts working it. Sick of typing? Hold space and talk.
An assistant reads one app. Liaison knows the business.
A task assistant reads whatever screen is in front of it and runs the errand you send it. It does not know your business, because it has never read your business.
Liaison starts by reading all of it, the inbox, the books, the CRM, the field system, and keeping one memory of the business. Two systems that disagree get reconciled. A pending payment is never counted as cash. Every number carries the record behind it. That is plumbing. It took us years, and it is the part nobody else has.
It reaches any tool
Direct connections we build, middleware when a stack calls for it, and a computer of its own for anything with a login. If a tool has an API or a screen, Liaison can work it.
It is not a chatbot
A chatbot waits for you to ask. Liaison is connected to the business, remembers it, and works without being asked. You can still ask it anything.
One sentence. The list is built, the routine is running, and each day's ten wait for your yes.
It stays yours.
Encrypted and isolated
TLS 1.3 in transit, AES-256 at rest. Row-level security and tenant isolation between customers, envelope-encrypted vaults for every connection.
Each seat sees its own
Inside a company, each person sees the shared business data and their own connected tools. One person's inbox or messages are never visible to another seat.
Audited, not sold
A SOC 2 audit is in progress. We never sell your data. The detail is on the About page.
See it on your own business.
Thirty minutes with Cade, on your business, not a slide deck. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books. Or connect a tool tonight and read the brief in the morning.