Every Client Touchpoint Clear, Consistent, and Compliant

Draftlee, part of the MAT suite, drafts emails in your firm's tone and style based on the context of each case. Brokers review and send in seconds rather than writing from scratch — keeping communication consistent and saving significant time across the team.

CollibryAI produces meeting summaries and action items automatically after calls and appointments. The same standard is applied for every client, every time — so nothing gets missed and clients receive timely, professional follow-up.

Yes. MAT stores all emails, calls, and documents in one client timeline. If a broker is away or a case is handed over, any team member can pick up exactly where things left off — without digging through inboxes.

Yes. All AI-drafted communications include the appropriate disclaimers and can be reviewed before sending. Call recordings and written communications are logged for compliance purposes as part of the standard workflow.