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AI Managers

5 manager personas · daily domain reviews · Exemplum Legal (Totus Demo)

Demo data
How AI Managers work:Each manager reviews their domain every morning at 07:00 using the latest practice data. Their recommendations are waiting when you open the system. Click “Run now” to request a fresh review at any time.
Managers active
5
All running
Last run
07:00
Today, all managers
Open actions
7
Across all domains
Reviews this week
12
Mon-Fri 07:00 auto
MM
Marketing Manager
Last run: Today, 07:00
Marketing
Morning review

Your Google Business Profile has 47 views in the last 7 days - up 18% on last week. The wills and probate niche drives 62% of organic enquiries. Consider scheduling a content post this week targeting 'solicitor Dublin cost', which ranks at #14 and has room to move.

PA
Practice Accountant
Last run: Today, 07:00
Accountant
Morning review

Unbilled WIP stands at €46,200 across 35 active matters. The top 5 matters account for €31,400 of that. Alex Demo's April utilisation is tracking at 84% - on target. Sam Demo is at 80% - watch for a dip if the Sample family law referral adds load this week.

CO
Compliance Officer
Last run: Today, 07:00
Legal & Compliance
Morning review

One AML/KYC check is overdue (Niamh Sample - expired 14 Apr 2025). One check is pending with no ID verified (Caoimhe Sample). Both require action before any further work is done on their matters. LSRA annual return deadline is 31 May 2026.

OM
Operations Manager
Last run: Today, 07:00
Operations
Morning review

Average Relay response time this week is 3.2 hours. The SLA target is 4 hours, so the practice is inside tolerance. The phone queue has the highest backlog - 4 missed calls with no callback logged. Aircall is not yet configured which means those calls are not auto-creating tickets.

CS
Client Success Manager
Last run: Today, 07:00
Client Success
Morning review

4 matters moved to 'Closed' in the last 30 days with no satisfaction touchpoint or referral ask. Aoife Sample (wills matter) gave a 5-star review organically - she is a strong candidate for a referral conversation. Declan Sample has two matters in progress and has never been asked for a review.