Google CalendarGmailHubSpotSlackLinkedIn+1
Pre-call brief
Know the account, people, prior context, and suggested questions before the meeting starts.
Finished result
Tight meeting brief with account context, risks, and questions.
AI coworker for professional services firms
Luffy helps professional services firms coordinate client work across calendars, email, documents, contracts, project tools, finance systems, and Slack. It can prepare pre-call briefs, convert meetings into assigned follow-ups, review contract drafts, and reconcile invoice exceptions while keeping client communication, legal judgment, and financial changes under review.
Built for
- Consulting and advisory firms
- Legal, accounting, and specialist service teams
- Client teams coordinating work across email and Slack
Example request
“Before each client meeting, gather the latest emails, deliverables, contract questions, billing status, and open commitments. Return a brief with the decisions we need.”
Keep context connected from signal to finished work.
Luffy works across the permitted systems your company already depends on, then returns a result with evidence, owners, and control boundaries intact.
- 01Bring prior client context into every meeting before it starts.
- 02Convert decisions and commitments into tracked owners and due dates.
- 03Surface contract and billing exceptions without automating professional judgment.
Four operating jobs for professional services.
Each workflow starts from existing systems, defines a finished output, and makes approval rules visible before it runs.
Google CalendarGmailSlackGranolaFathom+1
Meeting brief and follow-up
Prepare before meetings, then extract decisions, TODOs, owners, and follow-up drafts after.
Finished result
Prep brief, action list, task updates, HubSpot note, and follow-up draft.
GmailGoogle DriveNotion+1
Contract first-pass review
Compare contracts to the playbook, score risks, draft redlines, and keep attorneys in control.
Finished result
Risk summary, redline draft, renewal flags, and attorney approval queue.
GmailQuickBooks+1
Invoice and reconciliation loop
Extract invoices, match transactions, chase missing receipts, and summarize exceptions.
Finished result
Exception list, matched invoice report, missing receipt nudges, and audit trail.
Connect the work without surrendering authority.
Luffy can prepare briefs, summaries, and exception reports. Legal advice, client commitments, contract acceptance, invoice changes, and external messages stay with authorized professionals.
Questions about Luffy for professional services
- Can Luffy prepare a brief before every client meeting?
- Yes. A configured workflow can gather permitted calendar, email, CRM, document, and Slack context before a meeting, then return a concise brief with open questions and risks.
- Can Luffy review contracts for a services firm?
- Luffy can extract clauses, compare a draft with a permitted playbook, and flag questions for review. It does not replace legal advice or make contract decisions for the firm.
- How does Luffy keep different clients separate?
- Teams configure each workflow around specific client sources, channels, folders, and destinations. Access should be limited to the sources needed for that client operating lane.