Your clients get answers at 10pm. You get your time back.
Leo handles client questions on WhatsApp and web automatically, providing document-aware responses that maintain firm compliance.
What's my Q3 estimated tax payment deadline this year?
Your Q3 estimated payment is due September 15.
Based on your uploaded P&L, I've prepared a draft summary for Sarah to review before it's sent to you.
Built for the modern firm.
WhatsApp-native AI
Clients message on WhatsApp, Leo responds instantly
Document-aware responses
Leo reads uploaded PDFs and answers from them
Firm approval flows
Review, edit, or reject Leo's responses before they reach clients
Client portal
Web access for clients to view conversations and upload documents
Confidence scoring
Leo flags low-confidence answers for advisor review
Knowledge base
Train Leo on your firm's specific policies and Q&As
IRS publication knowledge
Leo pulls from IRS publications to answer tax questions
Secure document storage
Encrypted file storage with signed download URLs
Transactional email
Automatic portal invite emails after client onboarding
Rate limiting & security
Enterprise-grade API protection built in
SMS channel
Same Leo experience over text message
AI model choice
Swap between GPT-4o and Claude Sonnet per firm
Firm onboarding flow
Sign up, configure Leo, go live in minutes
Role hierarchy
Owner, Admin, Advisor, Auditor with invite system
Audit log
Every AI action logged with timestamp
Voice AI
Clients can call and speak to Leo
E-signatures
Sign engagement letters inside the portal
Calendar integration
Leo can book appointments
Embeddable chat widget
Add Leo to your firm's own website
Can you summarize the impact of the new IRS Section 174 regulations on our R&D tax credits for the 2024 filing year?
Based on the firm's internal tax policy and the latest IRS publications, the 2024 regulations require amortization over 5 years (15 years for foreign R&D).
For your specific entity, this shift from immediate expensing to capitalization will likely affect your estimated quarterly payments. I've prepared a draft analysis based on your Q3 P&L statements for your advisor, Sarah, to review.
Leo: The intelligence behind Client Communications.
“Leo transformed our CC efficiency. It handles the data retrieval so our advisors can focus on the relationships.”
Leo is the integrated AI engine powering the Lyō CC platform. More than a simple assistant, Leo is a sophisticated system trained on your firm's specific knowledge base, ensuring every interaction remains professional, accurate, and perfectly aligned with your workflows.