Day Keeper

Day Keeper is the AI chief of staff for professional services—built by Perspectis AI on the SyncSphere Platform, the governed infrastructure that makes it trustworthy at scale. It is not a chatbot partners must remember to open. It initiates: morning brief, pre-meeting prep, playbook firing, conflict watch, post-meeting capture, and follow-through—on the channel that reaches each partner best.

Day Keeper is the daily surface. Every billing agent, experience agent, governance module, and integration already built on the SyncSphere Platform is waiting when the firm is ready to go further.

Capabilities

Unprompted morning brief over the unified calendar—commitments, conflicts, deadlines, prep status, and proposed actions.
Automatic pre-meeting brief fires before every external meeting—no prompting required.
Meeting-type playbooks fire automatically: pitch, referral lunch, board call, internal review.
Proactive conflict watch with ranked scheduling alternatives and one-step confirmation.
Post-meeting debrief capture routes structured notes into CRM, relationship records, and experience rails.
Optional firm relationship context on proactive briefs—scoped memory digest beside the brief, with one tap to explore the full graph when enabled.
Reaches partners on their channel—in-app chat, email digest, mobile push, or voice readout.
Every proposed action runs only after explicit human-in-the-loop approval—full audit trail.
Progressively enabled: capabilities are feature-flagged per organisation for safe, controlled rollout.

A day with Day Keeper

At the start of the day, partners receive an unprompted morning brief over the unified calendar: commitments, conflicts, deadlines at risk, prep status, and proposed actions—each reversible, each executable on a single confirmation. At-risk client nudges and follow-up discipline surface in the same habit, not a separate dashboard.

Before every external meeting, Day Keeper fires an automatic pre-meeting brief—client context, relationship intelligence, and the firm's playbook for the meeting type—without anyone asking. When firm-context graph enrichment is enabled, a short relationship-memory digest can appear beside the brief; partners who want depth can open the full governed graph in one step. Pitch, referral lunch, board call, internal review: bundled playbook templates ensure every partner runs the firm script, not only the best rainmaker.

During the day, proactive conflict watch detects double-books and compressed buffers and offers ranked scheduling alternatives with one-step confirmation. Natural-language availability, deadline-at-risk nudges, RSVP tracking, and meeting hygiene advisories run continuously.

After each meeting, a 30-second voice or text debrief captures what matters while context is fresh—routed into relationship records, CRM, experience management, and journey intelligence. Tracked actions with owners ensure nothing is left only in someone's head. An end-of-day wrap compares plan versus reality and previews tomorrow.

How Day Keeper reaches partners

Partners should not need a new app to get value. Day Keeper delivers on their preferred channel: in-app chat for full natural-language and approval flows; email digest for morning briefs and non-urgent nudges; mobile push for urgent conflicts; voice readout when screens are impractical; and conversational voice dialog—hands-free, interruptible, with voice confirmations—available per tenant when enabled.

Cross-channel deduplication and escalation rules prevent the same nudge arriving on every channel at once. Quiet hours, granular opt-outs, and per-partner preferences ensure proactivity respects boundaries.

The platform underneath

Day Keeper sits on the SyncSphere Platform—not beside it. Unified master calendar across Microsoft and Google work sources. Scheduling recommendations and governed reminder workflows with confirmation semantics. Pre-meeting briefing and prospect intelligence. Context graph compounding—debriefs and assistant runs feed firm memory; proactive briefs can surface scoped relationship context when enabled. Assistant actions with an explicit approval lifecycle and audit trail. Experience management and pitch assembly—so debriefs make tomorrow's briefs smarter. CRM connectors, journey intelligence, information barriers, and multi-tenant isolation.

That depth is what makes memory compound and governance credible at 200-plus fee-earners. Briefing vendors sell a report. Scheduling tools sell a single action. Day Keeper sells the closed loop: perceive, brief, interact, advise, act—under human approval and full audit.

Extended capabilities

Communication style profiles learn how a partner writes and draft outbound email in their voice. Firm-context graph compounding (flag-gated) enriches proactive briefs and calendar event details from relationship memory, with optional reverse feed from debriefs and assistant runs. Personal-calendar fusion (flag-gated) integrates personal Google or iCloud calendars for feasibility only—strict privacy walls prevent personal detail from entering firm analytics. Conversational voice dialog (flag-gated) enables hands-free push-to-talk interaction, including voice confirmation to explore the relationship graph when offered. Concierge commerce (flag-gated) handles governed purchases with stored payment methods and mandatory approval.

At-risk client nudges, follow-up discipline, capture moments, and next-best-action behaviours extend as new run-types on the same assistant—not new products to adopt.

Governance and honest rollout

Every major capability is feature-flagged per organisation—pilot safely, expand deliberately. Day Keeper proposes; sensitive execution requires explicit human confirmation or firm policy. Full action audit with tenant and user scoping on every orchestrator read and write. Graceful degradation when a capability is disabled. We do not position wake-word voice, non-approved autonomous execution, or flag-gated features until the firm enables them.