Stay consistently visible and respond from one screen. Managed social creates the conversation, the unified inbox catches it, and the CRM keeps the record.
Managed for you. You approve, we post—and approved messages do not disappear into separate apps.Jordan LeeCan we talk next week?
Jordan LeeTuesday afternoon works.
Jordan LeeConsult request received.
LinkedIn, Facebook, Instagram, your Google profile—plus texts, emails, and website chats. Being visible and responsive across all of it is a full-time job, and you already have one.
Presence and response are early trust signals. The system should carry the repetition without taking control away from the practice.
A live, credible presence is a trust signal. The managed layer keeps it running in your voice, with approval before publication.
A single content calendar across approved social and business-profile channels.
On-brand posts and repurposed content are drafted for review. You approve what goes out.
Schedule approved work and reuse evergreen content so busy season does not make the practice disappear.
Use reach, engagement, and timing signals to make the next content cycle sharper.
Meet prospects where they message you and work the response from one approved operating view.
Approved DMs, text, email, and website chat land in one working view.
The contact history stays together, so nobody repeats a question or wonders who replied.
Reception AI can answer or draft approved prospect responses; sensitive matters route to a person.
Each message attaches to the contact and can trigger the approved next-step workflow.
Authorized team members can pick up the conversation without losing its context.
These are not two disconnected features. Every approved post that earns a message, every message that becomes a lead, and every lead that reaches the next step can remain attached to one contact record.
We do not publish the source page's hypothetical weekend-DM result as if it happened. The live Reception AI demo is the proof available today; connected social and inbox evidence will appear only after it is verified.
The record, workflow, and reporting layer underneath every connected conversation.
See the CRM →OPERATORSReception AI and Social AI support defined actions with human boundaries.
Meet the AI team →LIVE EXPERIENCETalk, call, or use the labeled guided-text workflow on this site.
Try the demo →The exact set depends on the practice and its approved accounts. We confirm live connections during setup rather than promise channels that are not enabled.
No. Social content is approval-gated. The system drafts in your firm’s voice; you approve before publication.
Yes. You can publish directly at any time. The managed layer keeps an approved baseline running.
Connected channels attach to the same CRM contact record so the authorized team can see conversation history in one place.
AI handles approved new-prospect intake and follow-up. Sensitive, account-specific, or ambiguous matters route to a person under the configured boundaries.
No. Connections depend on account availability, platform support, consent, and the scope approved for your practice.
Book a 20-minute strategy call and we'll map the approved channels, response boundaries, and CRM workflow for your practice.
No pressure. No obligation. A plan you can use either way.