One platform, everything connected, and more time to focus on growing your business.
Everything connected. One workspace.
Screens from the Loom demo, shown with fictional records.
Every client in one place
Contact details, notes, tasks, meeting notes and files — together on one page, with a picture for each client.
Meetings turn into next steps
Paste notes or upload a transcript. Get a summary and review suggested tasks before adding them.
An assistant that knows your work
Ask what to focus on today or for a catch-up on a client. Answers stream in, link back to your records, and every chat is saved.
Tasks that stay out of your head
See what's due today, what's overdue and what's done — per client or all together.
You stay in control
The assistant suggests changes, but nothing is saved until you approve it.
Easy on the eyes
A calm, light workspace on desktop or phone, with reduced motion when you prefer it.
Spend less time organising. More time doing.
Set up in a minute. Add your first client and let the rest fall into place.
Get started