AI automation, built around your workflows.
We design, build, and run AI automation tailored to your industry. Integrates with the systems your team already uses — AdviserLogic, Xplan, LEAP, Cliniko, PropertyMe, Xero, Microsoft 365. Your team sees results in their existing tools.
Six automations every established business can benefit from
Each one runs quietly in the background, integrated with the systems your team already uses. No apps to learn, no buttons to press.
Email Triage
AI reads every email, sorts them by urgency, and gives you a daily summary. You stop scanning your inbox and start acting on what matters.
Quote & Lead Follow-Up
Sent a quote and heard nothing? The system follows up automatically at day 3, 7, and 14. You just see which ones converted.
Google Review Collection
Finish a job, and 2 hours later your customer gets a friendly SMS with a direct link to leave a Google review. Watch your rating climb.
Appointment Reminders
Booking confirmed instantly. Reminder 24 hours before. Another 1 hour before. No-show? Automatic follow-up to reschedule. Zero manual effort.
Daily & Weekly Business Briefing
Every morning at 7am, get an AI summary of yesterday: new enquiries, bookings, reviews, payments. Weekly report with trends. Know your numbers without logging into anything.
Client Reactivation
Customer hasn't booked in 6 months? They get a friendly nudge: "Hi Sarah, it's been a while! Book your next appointment here." You choose the timing and message.
See what we automate for your industry
Every industry has unique workflows. Tap your industry to see specific automations we build.
Patient Recall Campaigns
AI-personalised SMS sequences for overdue patients. Multi-touch over 30 days — gentle reminders that don't feel pushy. Patients who haven't been in for 6+ months get a tailored nudge based on their last treatment.
No-Show Management
Automated reminders reduce no-shows by 30–45%. When cancellations happen, waitlisted patients get an instant SMS to fill the slot. Your chair stays full, your revenue stays steady.
Treatment Plan Follow-Up
Unaccepted treatment plans get gentle, AI-crafted follow-ups. "Hi Sarah, just checking if you had any questions about the crown we discussed." Timed to land when the patient is most likely to respond.
Post-Procedure Care
Automated care instructions sent immediately after procedures, with check-in messages at 24 hours and 72 hours. Patients feel looked after, you catch complications early, and your front desk doesn't spend time on follow-up calls.
Open Home Follow-Up
Thank-you SMS within 2 hours of the open home. Property alerts for similar listings the next day. Agent call reminder on day 2. Feedback request on day 3. Every attendee gets followed up — automatically.
Vendor Report Automation
AI-generated weekly seller reports with portal views, enquiry numbers, and inspection data. Formatted professionally and sent every Monday morning. No more agents spending Sunday night writing reports.
Instant Lead Response
After-hours portal enquiries get an instant AI response. Qualifies buyers (budget, timeline, pre-approval status), answers property questions, and books inspections. The agent wakes up to qualified leads, not cold enquiries.
Maintenance Request Triage
Tenant requests via any channel — phone, email, portal — get AI-triaged for urgency. Routes to approved contractors automatically. Keeps tenants, landlords, and tradies updated at every step.
Client Intake & Conflict Check
24/7 AI intake via phone, web, and email. Collects matter details, checks for conflicts against your matter database, and books consultations automatically. No more missed enquiries after 5pm.
Deadline & Limitation Tracking
Jurisdiction-specific limitation periods with escalating alerts at 90, 60, 30, 14, 7, 3, and 1 day before expiry. Multiple team members notified. Prevents the kind of missed deadline that leads to malpractice claims.
Client Status Updates
Automated, personalised updates based on matter milestones. "Your settlement is now scheduled for..." Clients stay informed without your team spending time on "what's happening with my case?" calls.
Trust Account Reconciliation Reminders
Monthly deadline alerts with anomaly flagging. Never miss a trust account reconciliation deadline. Automated checks highlight discrepancies before they become compliance issues.
24/7 Front Desk Coverage
Kestrel answers calls after hours — late check-ins, booking modifications, guest enquiries (check-in time, Wi-Fi, parking, breakfast). Multilingual support for international guests. Night shift costs $35-45/hr in Australia; Kestrel covers the same hours for a fraction of the cost.
Multi-Property Deployment
One system across all your properties. Property-specific knowledge base per hotel — Pullman's FAQs differ from your Novotel's. Escalation rules route calls to the right on-site team when needed.
Booking Modifications
Guests calling to change dates, add nights, upgrade rooms, or add extras — handled automatically via integration with Opera, Mews, RMS Cloud, or your channel manager. Confirmation emails sent from your property's own address.
Post-Stay Review Requests
Automated review requests sent after checkout, timed to maximise response rates. Integrates with TripAdvisor, Google, and your PMS. Consistent review capture across all properties without manual effort.
Ready to give your guests 24/7 concierge-level service?
Book a Strategy Call →Or hear Kestrel: (02) 5941 6608
Document Collection
Automated chasing of clients for BAS documents, tax documents, and receipts. Quarterly and annual reminders that escalate appropriately when clients don't respond. Your admin team stops being the document chaser.
Tax Deadline Tracking
Automated ATO deadline tracking across every client. Know exactly who's on schedule, who's at risk, and who needs a nudge. Dashboard view across the whole firm without chasing spreadsheets.
Client Communication
Personalised tax season updates, compliance reminders, and proactive advice triggered by events in Xero/MYOB/QuickBooks. Keep clients informed without writing bulk emails.
Workflow Management
Track 200+ clients through tax return stages automatically. Auto-notify when a stage completes, escalate stalled files, surface bottlenecks. Visibility that traditional practice management tools don't provide.
Ready to run tax season without the chaos?
Book a Strategy Call →Or speak to Kestrel: (02) 5941 6608
Annual Review Automation
Identify clients due for review, schedule the meeting, and track Ongoing Fee Arrangement consent deadlines. Missing an OFA consent window means automatic fee termination — this automation makes sure that never happens.
Meeting File Notes
AI-generated meeting notes from brief inputs. Enter the key points, get a properly formatted file note that supports your Best Interests Duty compliance. What used to take 45–60 minutes per meeting takes 5.
Client Communication
AI-drafted personalised market updates and milestone messages. "Hi John, congratulations on reaching your target super balance..." Keep clients engaged without writing newsletters manually.
Compliance Dashboard
Review completion rates, OFA consent status, CPD progress — across the whole firm at a glance. Know exactly where every adviser stands on their obligations without chasing spreadsheets.
One setup. One monthly fee. We handle everything.
We build your automations, monitor them, fix anything that breaks, and optimise over time. You don't need to learn any software — it just works.
Every business is different. Let's map out what to automate first.
Book a 30-minute strategy call with Jarek. We'll talk about your workflow, not our product — and recommend the right starting point for your firm.
Book a Strategy Call →
Or reach out directly: jarek@layerops.tech · 0404 003 240
Speak to Kestrel now: (02) 5941 6608 — available 24/7