Know which clients, deadlines and documents need you today.
Client deadlines, documents and follow-ups are scattered. Atlas brings them into one place and gives your firm a short daily list, with drafts ready for you to review.
Three things that go wrong, and what Atlas puts on today's list
Sample dataSample data. Illustrative, not customer results.
- 01
Clients go silent on missing documents.
"4 clients still owe documents for deadlines in the next two weeks. Reminder emails are drafted."
- 02
Out-of-scope work never gets billed.
"Extra work for one client was done last month and hasn't been invoiced."
- 03
Promises made on calls get forgotten.
"You told a client you'd send a planning summary by Thursday. Here's a draft to review."
How it fits
Atlas doesn't touch your ledgers or file anything. It works alongside the tools you already use, prepares reminders and next steps, and waits for a person to approve them. Access is scoped by role and each firm's data is isolated and encrypted.
Watch the 2-minute Atlas BOS demo →