Digital assistance that keeps transactions moving
AI-powered digital assistance keeps your team one step ahead, providing instant answers, real-time updates and helpful guidance to make everyday tasks easier, reduce delays and keep transactions moving smoothly.
Your team's new helping hand
- Clara keeps your team one step ahead with live case updates
- You receive a summary each day of what’s changed across your dashboard
- You can ask anything about a case and get answers instantly
- Clara guides clients through every stage in plain English
- Steps in immediately when someone gets stuck or has a question
Your practically perfect digital assistant, keeping your clients and transactions moving forward.
AI supports the groundwork while experts make the decisions
Clara is used for specific jobs where it saves time or catches something a person might miss. Every compliance decision stays with a specialist, and your firm’s decisions stay with you.
Help with the question in front of them
Clara explains the task the customer is on, in context, with a route to a support person if they need one.
Problems spotted before submission
Documents are pre-checked against what the question needs, so customers can fix issues early. It doesn’t replace the specialist assessment.
Contradictions highlighted
Documents and declarations are compared, and inconsistencies are raised for a reviewer to examine. The reviewer decides what happens next.
Draft assessment summaries
Clara drafts the assessment narrative from the structured facts and review notes. Compliance specialists review, edit and approve it.
Conversations summarised
Support conversations are summarised for handovers to the Coadjute support team. All details retained on file.
Continuous improvement
Every correction made by a compliance specialist helps improve future checks, reducing errors, unnecessary delays and the need to repeat work.
Keeping your transactions moving with confidence
Less admin, fewer delays and smoother transactions, with AI taking care of the groundwork and experienced specialists making the decisions, so your team can focus on selling property.
Future proof your AML compliance ready for what’s next
Speak to an expert