Draft an email asking Sarah Mitchell for the information needed before her adviser appointment.
Draft an email asking Sarah Mitchell for the information needed before her adviser appointment.
Create or update Sarah's case record
Case systemSend Sarah's approved information request
EmailCollect Sarah's fact-find information
Secure formFile Sarah's documents and update the checklist
DocumentsRoute Sarah's response for human review
AdviserBook Sarah's adviser appointment
CalendarSarah's case file and action history are prepared.
We map, build and run your processes for you.
Behind the scenes, an IVA firm is a set of processes that run every day. Your team can only handle so many at once.
Askpilot runs your processes at scale, so your firm can grow while client support stays personal.
How it works
Step 01
We interview your team and turn the way you work into clear processes, including the rules, hand-offs and approval points.
In-person setup available anywhere in the UK.
Step 02
We connect Askpilot to the tools each process needs, configure its triggers, todos, rules and approvals, then test it with your team before it goes live.
When this happens
Then Askpilot runs
Step 03
Your words become a PROCESS.md with clear todos, rules and approval points. Askpilot writes it for you and follows it every time.
Step 04
When a trigger occurs, Askpilot completes the work across your connected tools and keeps going until every step is done or human input is needed.
Step 05
Anything sensitive, outside the rules or requiring judgement pauses and goes to the right person for review or approval, with a clear record of every action.
Controlled automation
Askpilot carries out information requests, reminders, document checks and record updates across your connected systems.
Define approval points, stop conditions and who handles each exception. Askpilot follows those rules and records every action.
When an action requires advice or judgement, Askpilot pauses and routes it to the right adviser or insolvency practitioner.
Getting started
Free onboarding £1,000
We start with an interview to understand how your IVA firm runs and which processes you want off your team's plate.
Our team builds those processes with you. In-person setup is available anywhere in the UK.
Phone system, CRM, email, calendar, messaging. Whatever you already use, we integrate it at no extra cost.
Your processes start running, with your team approving anything sensitive along the way.
From day one onwards
Want something to work differently, or a new process added? Just tell Askpilot what to do. No developers, no consultants, no tickets.
Pricing
Launch
£250/month
Start with priority processes and prove the value.
25,000 monthly credits
14-day free trial · 500 credits
Pro
£480/month
Run more processes at higher volume.
60,000 monthly credits
14-day free trial · 500 credits
Enterprise
Custom
A package designed around your volume and controls
For multi-team and high-usage IVA firms
Custom trial available
Free onboarding and process setup on every plan. We interview you, set up your processes with you and connect your tools, with in-person setup available anywhere in the UK.
Show us how your IVA firm works. We will automate your processes.