AI operating assistant
From conversation to completion.
Relay is the AI operating assistant for professional firms. It turns meetings, emails, and documents into reviewed follow-ups, assigned tasks, and ready-to-send proposals.
Built for small professional teams. Review first, automate with confidence.
Client follow-up ready for review
3 decisions captured · 4 tasks assigned · draft prepared
Designed for trust
A practical assistant, with you in control.
01
You review every suggested action before anything is sent.
02
Your workspace stays separate, permissioned, and under your control.
03
Relay focuses on completed workflows—not another blank AI chat box.
One connected operating flow
From the meeting room to the next right action.
Relay connects the work already happening across your firm, then gives your team a clear review queue instead of another system to maintain.
After the client meeting
Relay turns notes into a working plan.
Meeting summary with decisions and open questions
Client follow-up email, ready for your voice and approval
Assigned tasks with owners and due dates
A first proposal outline based on the conversation
Client communication that doesn’t slip.
Relay identifies unanswered requests, pulls deadlines from long threads, and suggests a complete response—not just a sentence starter.
Documents with context
Prepare scopes, reports, and proposals from approved firm knowledge.
A business memory
Find prior decisions, client preferences, and commitments with source context.
Works with the tools your team already uses
Connect calendars, inboxes, meeting records, files, and task systems instead of asking everyone to start over.
Automation with an audit trail
See what Relay suggested, what changed, what was approved, and what was completed.
Straightforward plans
Start with one workflow. Expand when the team is ready.
All plans keep people in the approval loop. Usage limits and integrations can grow with your practice.
Starter
For solo professionals testing a better follow-up routine.
$0
- 1 user
- 5 meetings each month
- Meeting summaries
- Email draft suggestions
Professional
Per user/month for client-facing work that needs to move faster.
$29 / month
- Meeting-to-follow-up workflow
- Proposal and document drafts
- Task & calendar connections
- Business memory for approved content
Team
Per workspace/month for firms coordinating shared client work.
$149 / month
- Up to 8 users included
- Shared knowledge and approvals
- Team workflow controls
- Impact reporting and priority support
Bring the work together
Give your team fewer loose ends to chase.
Start with the meeting-to-follow-up workflow and give every client commitment a clear next step.