Donna Concierge
Just ask Donna.
It works the app.
Describe what you need. The right page opens, the form fills, and nothing happens without your approval.
Invite a client. Open a matter. Draft a letter.
Anything you'd do in the app, you can just ask for. Donna does it, and waits for your okay.
01 Ask
Donna knows where everything is.
Say what you need in plain words. Donna goes there and asks before it touches anything.
02 Plan
Approve the plan.
For anything multi-step, Donna writes out the full sequence first, in plain words: which pages, which forms, which actions. You okay it before any of it happens.
03 Drive
It talks you through every move.
Donna opens the right place, fills the forms, sets things up, and tells you what it's doing as it goes. You watch it happen. You stay in control.
04 Approve
Donna asks. You decide.
An invite, a document edit, a new channel: anything that changes something surfaces as a card showing exactly what it'll do. Approve it, change it first, or say no.
The first time should feel
like the hundredth.
Ask Donna for anything. It takes it from there.