Twelve apps. One operations suite.

Site chat and lead forms, one list

Answers questions on your site around the clock and captures the visitor as a lead, alongside hosted lead forms. Every submission lands in one leads list, and routing rules score each lead and hand it to the right app or person.

• +Chat widget trained on your business, with lead capture
• +Form builder with a public link for each form
• +Routing rules on category, score, and keywords
• +CSV import, custom fields, and calendar integration

Nurtures quiet leads until they book

Enrolls a lead in a timed sequence of texts, emails, and voicemails until they reply or book. Sequences can start from an event in another app, such as a quote sent or a reservation completed.

• +Sequence builder with a delay and channel per step
• +Reusable SMS, email, and voicemail templates
• +Enrollment list with the history for each contact

Answers, qualifies, and books every call

Answers your line around the clock and works the caller through a call flow you control. Calls that go unanswered get a text-back, and a qualified caller routes on to the app that handles the job. The text-back is sold as the Missed-Call SMS Agent.

• +Call log with the transcript of every call
• +Text-back log for calls nobody picked up
• +AI setup for knowledge, intents, and guardrails

Intake by matter type, then a first draft

Takes a public intake that sorts the inquiry by matter type, from personal injury to immigration, and opens a case file. It drafts an engagement letter, demand letter, complaint, or retainer from your own templates for a lawyer to finalize.

• +Public intake form sorted by matter type
• +Client and case records with number and status
• +Document drafts from your templates, then marked final

Forms, consent, and review before the visit

Sends the patient a private intake link, collects the questionnaire with a HIPAA notice and a recorded consent, and queues it for staff review. A reviewed intake gets an AI summary and a PDF for the chart.

• +Questionnaire editor with conditional fields
• +Consent forms with a recorded HIPAA acknowledgment
• +Intake queue with AI summary, PDF, and audit log

Takes bookings and runs the waitlist

Takes a reservation through a public booking widget or a chat assistant, checking party size, date, and real availability. Staff work the room from a table grid and a waitlist that texts a guest when the table is ready.

• +Public booking widget and a chat assistant
• +Table grid and table management per location
• +Waitlist with SMS notify and seating status

Collects and sorts client tax documents

Gives every client a private upload link, then classifies what arrives as a W-2, a 1099, a bank statement, a prior return, or an ID, with a confidence score you can override. A checklist per client tracks what is still missing and sends the reminder.

• +Upload portal with one link per client
• +Document classification you can reclassify by hand
• +Missing-document checklist and filing status pipeline

Runs the catering and events pipeline

Tracks a booked event from confirmed through deposit paid, final headcount, and completed. Each event carries its headcount, venue, dietary notes, and deposit, linked back to the quote or lead it came from.

• +Event pipeline by status, deposit to completion
• +Calendar and upcoming list, filtered by venue
• +Every event linked to its quote or its lead

One dashboard for the whole suite

Puts one activity feed, cross-app automations, and usage for every Nexus app on a single screen. Included with any Nexus deployment.

• +One dashboard across every Nexus app
• +Automations that fire on events from any app
• +Usage analytics and a webhook delivery log

Turns a job description into a sent quote

Takes a public quote request, suggests the line items from the job description, and sends a quote the customer can accept or decline online. Work that lands moves along a deal pipeline you drag between stages.

• +Suggested line items read from the job description
• +Public quote page with accept, decline, and expiry
• +Deal board with stages you configure yourself

Asks for reviews and drafts every reply

Sends review requests after a job and pulls Google, Yelp, and Facebook reviews into one feed. Every review gets a drafted reply for you to approve, plus a sentiment read across the whole feed.

• +Review requests, one by one or on job completion
• +A drafted response on each review, you approve it
• +Sentiment split across positive, neutral, negative

Teaches your team to work with the agents

Publishes training modules with lessons and a scored quiz, covering AI fundamentals, prompt engineering, and AI for sales, marketing, and operations. Owners see completion and average score for the team.

• +Module editor with lessons, category, and difficulty
• +Quizzes with a pass mark and answer explanations
• +Team progress: completion rate and average score