Your client files move forward, your proposals no longer sleep.
ScanBiz listens to your calls and reads your emails, then does the follow-up work: a summary of every call for the team member in charge, replies to recurring requests ready to proofread, pending files tracked, engagement letters and proposals followed up. Your current phone line and inbox are enough.
The time you don't bill is follow-up time.
Accounting firm, lawyer, consultant, agency, IT provider: your value is in the advice, not in chasing missing documents. ScanBiz does the follow-up, you do the job.
Every call noted for the team member in charge
Question asked, documents to provide, deadline: the call is summarized and lands in the right person's inbox. No more sticky notes, no more "what did he tell me again?".
Recurring requests no longer eat your mornings
Document request, question that comes back every month: the reply is drafted in your inbox. You proofread, you send.
Engagement letters and proposals followed up in time
The proposal sent 10 days ago got no reply? You know. And every client request waiting for a follow-up — missing document, appointment, reminder — has its case and its status.
Alerted without reading everyone's inbox.
ScanBiz listens to every call and reads every email, and alerts you when a conversation is out of the ordinary. No more listening back, no more reading everyone's inbox: you are told, with the sentence that triggered the alert.
Client request left unanswered
A client hangs up with no answer on their file, or has been waiting on a promised reply for three days: the alert lands the same day.
An assignment to catch
A need mentioned in passing, a project to scope, an extension of scope: the opportunity comes up instead of vanishing.
Billing disputed
Work billed outside scope, fees questioned, an unpaid invoice mentioned: the alert goes to the account owner.
Client about to leave
A tender mentioned, a comparison with a competitor, a contract coming to term: you know before the termination letter.
They do the work for you.
The summary is written, the reply is drafted, the quote is prepared, the follow-up is sent, the file is updated. These are not dashboards: this is delivered work, which you review whenever the agent asks for your approval.
A summary of every call, delivered by email
Works on its ownReplies to your emails, ready to send
Prepares, you approveYour open cases, at a glance
Gives you a viewQuotes left unanswered
Works on its ownThe weekly briefing, in 2 minutes
Works on its ownThe 5 AI agents we recommend to a firm or an agency.
Picked for advisory and service trades: they follow up, you advise.
A summary of every call, delivered by email
After a call that matters, you receive within minutes what was said and what was agreed: appointment, place, requests, next step.
After a client's call: question asked, documents to provide, deadline — noted in the inbox of the team member in charge.
Replies to your emails, ready to send
Every incoming email is sorted and a reply is drafted in your inbox. You proofread, you send. Nothing leaves without you.
Document requests, recurring questions: the reply is ready, you proofread, you send.
Your open cases, at a glance
Calls and emails that need a follow-up become cases, with your own statuses. You see where each one stands and reopen the conversation in one click.
Every client request waiting for a follow-up (missing document, reminder, appointment) has its case and its status.
Quotes left unanswered
The agent spots every quote or proposal you sent, checks that a conversation followed, and flags the ones that have been sleeping too long.
The engagement letter or proposal sent 10 days ago got no reply: you know.
The weekly briefing, in 2 minutes
Every week, on the day you choose, a 2-minute email: what happened over the last 7 days in your calls and emails, the alerts, the numbers that moved.
Every week: requests received, files pending, proposals without follow-up.
And the whole ScanBiz catalogue behind it: custom dashboards, competitor watch, Excel file analysis… You turn on what you need, in one click.
Three steps to get started.
01
We understand your business
30 minutes to identify the signals that matter to you, and the AI agents that will do the after-call work: summary, reply, quote, follow-up, tracking.
02
We plug in your tools
We connect your phone system and your mailbox. The AI takes over from the very first conversation.
03
You receive your first alerts… and your first deliverables
Alerts on your dashboard and by email, summaries and drafts ready to review. Open the source conversation in one click.
Frequently asked questions
Yes. ScanBiz is built for teams of 2 to 10 people: accounting firm, law firm, consultancy, communication agency, IT provider. Each team member receives their summaries; the partner sees the whole picture.
No. ScanBiz plugs into your current line and your inbox. You keep your professional software and your case management tool: ScanBiz prepares the work around the conversations.
Your conversations stay yours: they are transcribed to produce the summaries and follow-ups, processed in compliance with the GDPR, and sensitive information (amounts, identities, documents) can be anonymized. Your customers are informed of the recording by your greeting message.
The Sector plan is 299 € per month excl. VAT, with no commitment, first user included, plus 29 € per month for each extra user. It includes 8 000 analysis credits per month, the analysis grid for your trade and the AI agents recommended on this page. An analysed email uses 1 credit, a minute of call 0,5 credits. To start: 15 days and 200 free trial credits, no credit card.
ScanBiz also speaks the language of…
Every trade has its own page, its own agents and its own vocabulary.
See the result on your own client calls.
Book a demo: we analyze a few of your real conversations and show you the summaries and follow-ups your team would have had this morning.