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An AI that runs the firm’s work, not just talks about it.
Wisp is built into the action layer behind every Firmlytics screen: 850 actions across 18 areas. It answers from live data, proposes plans across modules, shows you what each step will do, and acts once you approve.
Here is the plan. Every step was checked against your permissions and the firm’s rules; nothing has been written yet.
- standardCreate client Acme Infra Pvt LtdClients
- standardCheck Acme Infra and 2 related parties against existing clientsConflict check
- standardOpen “Acme Infra: FY27 advisory” for the new clientEngagements
- standardAdd Priya Menon (partner) and Rahul Iyer (manager)Team
- standardApply 2026 rates: ₹18,000 / ₹7,500 per hourRate card
- standardApply the “Client onboarding” template (23 tasks)Tasks
Illustrative example. Each step is a real Firmlytics capability, checked against your permissions before it runs.
From a sentence to a committed, audited change.
The same pipeline runs whether the request came from a screen, a spreadsheet import, Wisp or an AI Secretary. Wisp adds understanding and planning; it never adds authority.
- 01
Ask
Plain English, in the app, Slack, Teams or Firmlytics Messaging.
→ request - 02
Resolve
Turns “Anita” or “the Acme job” into records. Asks “which Anita?” instead of guessing.
→ the right records - 03
Plan
Every change the request needs, across modules, collected into one plan.
→ plan of steps - 04
Preview
Each step runs its real validations, then rolls back. The card shows what will happen.
→ confirmation card - 05
Approve
You tick the steps. High-risk steps need an acknowledgement; four-eyes steps go to a second person.
→ approved plan - 06
Act
Steps run in order with fresh permission checks, each step able to use the last one’s result.
→ committed changes - 07
Audit
Every change, by whom and through Wisp, recorded in the audit and AI logs.
→ audit trail
Wisp works in every corner of the ERP.
A few of the things firms ask Wisp to do, and where in the ERP the work lands.
Matters & Engagements
“Open an engagement for Acme Infra, staff Priya and Rahul, and apply the 2026 rates.”
Engagements · Team · Rates“Re-run the conflict check on the Acme parties.”
Conflict checkMN-01Time & Billing
“Accept my time suggestions for yesterday.”
Timesheets“Draft invoices for every client with approved October time.”
Billing · bulkMN-02Finance & Accounting
“Import the HDFC statement and auto-match it.”
Bank reconciliation“Post the October rent accrual.”
JournalsMN-03India Tax & Compliance
“Generate GSTR-1 for October.”
GST returns“Mark October GSTR-1 as filed.”
GST returns · irreversibleMN-04Client Money & Trust
“Create a trust account for the Mehta estate.”
Client money“Reconcile the trust account for October.”
Client money · reconciliationMN-05Expenses & Travel
“Create a Delhi trip for the client workshop on the 14th.”
Trips“Turn this flight booking into an expense.”
ExpensesMN-06Vendors & Subcontractors
“Publish a tender for certified translation.”
Tenders“Award it to the lowest compliant bid.”
Tenders · irreversiblePE-01HR & Payroll
“Create the October payroll run.”
Payroll“Approve the run.”
Payroll · four-eyes, not by its preparerCW-02Documents & DocAI
“Draft the engagement letter for Acme from our template.”
Templates“Send it to the client for e-signature.”
e-SignIN-02Reports & Analytics
“Email me the WIP report every Monday at 9.”
Report schedules“Which clients are below 30% margin this year?”
Profitability · answerCW-03Clients, CRM & Portals
“Convert this lead and open the engagement.”
CRM · Engagements“Log my call with the Acme CFO.”
InteractionsLP-01Legal pack: courts & eCourts
“Debrief today’s hearing from my voice note.”
Hearings“Record the order and set the next deadline.”
Court orders · deadlinesBuilt for privileged work and real money.
Authority comes from the action layer, not from the model. Whatever model serves a turn, the rules are the same.
Never more than you
Everything Wisp does passes the same module, permission, quota and policy checks as the screen you would have used, for the person who asked.
Risk tiers
Standard, high and critical. High needs an explicit acknowledgement; critical actions never run inside a multi-step plan or while an admin is impersonating someone.
Four-eyes approval
Where the firm requires it, one person asks and a different eligible person approves, and every check re-runs at that moment.
Irreversible flagged
Filings, payouts and e-invoice registration are marked as irreversible on the card before anyone approves them.
No double changes
Duplicate protection stops the same thing being done twice when a request is repeated.
Secretaries have a kill switch
Any AI Secretary can be paused instantly by its owner, a principal or a firm administrator.
Ask the firm a question. Get the number, not a dashboard.
Wisp computes answers from client work, time, billing and accounts, turns them into tables and charts, and can send them on a schedule or alert you when something moves. A daily digest and memory of your preferences come built in.
Three jobs are over 90 days, totalling ₹36,35,500 unbilled. Litigation carries 51% of it.
| Job | Practice | Unbilled | Days | Flag |
|---|---|---|---|---|
| EPC arbitration | Litigation | ₹18,40,000 | 134 | 90+ days |
| FY26 statutory audit | Assurance | ₹11,75,500 | 97 | 90+ days |
| ERP rollout, Nexa | Consulting | ₹6,20,000 | 92 | 90+ days |
| GST advisory, Acme | Tax | ₹4,85,000 | 61 | Current |
Schedule this every Monday · Save prompt · Open as report
Illustrative data. Wisp computes answers from the firm’s own ERP records, within the user’s permissions.
Named personas that work for your people.
Each partner can have a Wisp secretary that handles the routine work around them, under the same rules, with a pause switch.
Named, owned, accountable
Each AI Secretary is a persona, such as “Meera”, that works for named principals. Members create their own; partners can create shared ones.
Where the team already talks
Connect a secretary to Slack, Microsoft Teams or Firmlytics Messaging and mention it in a DM or client channel.
Client communication with tiers
Replies to clients are classed: factual updates and scheduling for verified clients in existing threads, versus advice or first contact, which go for approval as drafts.
In the field
Debriefs from voice notes, drafts, client calls, errands with proof, and e-sign links.
Pause any time
Owners, principals and firm administrators can pause a secretary instantly. A secretary can never change its own settings.
What partners and IT ask about Wisp.
Is Wisp a chatbot?
No. Wisp answers questions, but it is also wired into the layer behind every Firmlytics screen, about 850 actions across 18 areas, so it can carry out the work once you approve it.
Can Wisp exceed my permissions?
No. Everything Wisp does runs the same module, permission, quota and policy checks as the screen you would have used, for the person who asked.
How do I know what Wisp will do before it does it?
Every proposed change is previewed by running its real validations and then rolling back. You see the result on a confirmation card and choose which steps to run.
What about irreversible or sensitive actions?
They are tiered. High-risk steps need an explicit acknowledgement, critical steps never run inside a multi-step plan, irreversible ones are flagged, and four-eyes actions go to a second person.
Which AI models does Wisp use?
Wisp runs on leading large language models. The model never changes what Wisp is allowed to do: authority comes from the platform’s checks, not the model.
What are AI Secretaries?
Named Wisp personas that work for specific people in Slack, Teams or Firmlytics Messaging: client updates, scheduling, debriefs, drafts and errands, under approval tiers and with a pause switch.
See Wisp run a plan on your firm’s work.
We will take one of your real workflows, from onboarding a client to closing a month, and run it through Wisp live.