helixhelix
Book a call
Use case · Asking

Any client's history, answered in a minute

A client calls with a question only the partner could answer. Now anyone in the firm can, with the source on screen.

One call, minute by minute

What it looks like on a normal Tuesday

A client calls.

Anna runs a small interiors business. Her advance tax payment went up and she wants to know why. The partner who handled it is out today.

Your colleague asks helix.

In plain words, the way they would ask the partner across the desk, while Anna is still on the line.

The answer comes back with its sources.

Last year's profit, the partner's note from June, the rule that applies. Your colleague checks the source and answers Anna on the spot.

After the call, it's on the page.

The call summary lands on Anna's client page, and a follow-up email is drafted for your colleague to read and send.

Illustration · names invented
PhoneIncoming
AW
Anna WeberWeber Interiors · client since 2019
DeclineAnswer
helix · AskWeber Interiors
Searching client pagePartner notesRules
helix · Answer38 seconds
Why did Weber Interiors' advance payment go up this quarter?
Advance payments follow last year's profit, which rose after the showroom opened in March. In June the partner agreed with Anna to keep the higher rate, since this year is on track to match it.
Client page · Weber InteriorsPartner note · 12 JuneRule · advance payments
Client pageWeber Interiors
12 June · Partner noteKeep advance payments at the higher rate. Review in October.
Today 09:20 · CallAnna asked why the advance payment went up. Explained, with June note. No change needed.
Follow-up email to AnnaDraft · waiting for you

The same call, two ways

Today

  1. A note is scribbled while the client waits.
  2. The question sits until the partner is back.
  3. The partner calls back tomorrow, from memory.
  4. The next person who asks starts from zero.

With helix

  1. The client gets an answer while still on the line.
  2. The partner is asked only what only the partner can decide.
  3. Every answer shows where it came from.
  4. Each call adds to the client page for next time.

What the answer draws on

Only your firm's own material, written down during the install and kept current by the people who use it.

01

The client page

History, contacts, quirks and open items for every client, on one page.

02

Partner interviews

How the partners think, recorded, written down and corrected by them.

03

Past correspondence

What was already said to this client, and how it was put.

04

Rules of the trade

The rules your firm works under, kept alongside the client pages.

Answers you can check, from pages you control

Every answer shows its source

One click from the answer to the page, note or rule it came from.

It says when it doesn't know

When the pages don't hold the answer, it says so and names who to ask.

Nothing leaves without a person

It answers your team. Your team answers the client.

Works inAccounting & taxAuditLegalAgencies

More use cases

Replies drafted before the inbox opens

Drafting

Every client call lands on the client page

Calls

A new colleague's first week, with the partner's knowledge on tap

Knowledge

Crunch time, home by five

Deadlines

Try it on one task, free.

Book a call