Secretary
The system that keeps your paperwork and processes moving.
Correspond handles the inbox and Follow Through handles the phone. Secretary is the layer above both of them — it organizes the paperwork and runs the internal checklists that neither a phone system nor an inbox was ever built to do.
This is the core product, not an add-on. It plugs into Correspond and Follow Through when you have them, and does useful work on its own if you don't.
Document organizing
Incoming paperwork sorted and filed where you can actually find it again, instead of a folder named “misc.”
Internal checklists
The recurring steps a business runs on — onboarding, compliance, renewals — tracked so a step doesn't quietly stop happening.
Plugs into Correspond
When you run our email add-on too, Secretary reads what it triages instead of you re-explaining the same paperwork twice.
Plugs into Follow Through
Calls and appointments feed the same internal record, so the paperwork and the phone are not two separate stories about your business.
One place, not five
The alternative most businesses run today is a shared drive, a sticky note, and someone's memory. Secretary is the one place instead.
Built the way we run our own office
We built this to keep our own paperwork straight first. It is not a concept.
How you get started
Tell us what your paperwork actually looks like and we scope the build around it — a core product, built around your business rather than shipped as a one-size-fits-all first version.