Get started in three simple steps and transform your practice with AI-powered automation
Securely integrate your existing systems and import client data to get started. Compliance AI Expert works seamlessly with your current tools.
Choose your preferred working style. Switch between Web View for structured tasks or Semi-Chat View for guided conversations. Customize settings to match your practice needs.
Let AI handle the repetitive tasks while you focus on high-value advisory work. Get intelligent insights, automated calculations, and real-time compliance tracking.
Professional Mode
A structured, checklist-driven interface perfect for complex compliance tasks and detailed workflow management.
Guided Simplicity
A conversational AI interface that guides you through tasks with intelligent suggestions and natural language interactions.