An AI that runs the firm’s work, not just talks about it.
Wisp is wired into the same layer as every Firmlytics screen. It can answer from live data, propose a plan of real actions across modules, show you what each step will do, and carry it out once you approve, never with more authority than you have.
- Module
- IN-01
- Used by
- Everyone, within their permissions
- Acts through
- 850 actions across 18 areas
- Package
- Add-on or Enterprise Suite
What Wisp, the AI core does.
Answers from live data
WIP, collections, utilisation, deadlines: computed from the ERP, not guessed, with tables and charts.
Acts in every module
The same 850 actions behind the screens, from opening a job to drafting invoices to running payroll.
Plans you review once
A request touching several modules becomes one plan, with steps that build on each other.
Previews from real checks
Each step runs its real validations before you approve, so the card shows what will actually happen.
Guardrails by design
Risk tiers, four-eyes approvals, irreversible-action flags, duplicate protection and an AI audit log.
Proactive
Scheduled reports, alerts, a daily digest, memory and suggested follow-ups.
Ask for it. Review it. Done.
Wisp works here through the same layer as the screens, with your permissions and the firm’s approval rules. How Wisp works.
- “Email me the WIP report every Monday at 9.”Report schedules
- “Ask Meera to send Acme an update on today’s meeting.”AI Secretary · client update
Same data, one step away.
Firms that rely on it most.
Law firms
Litigation, corporate and IP practices: matters, hearings, rates and costs in one place.
See howCA & tax practices
Hundreds of clients, recurring deadlines, fees billed on time.
See howCompany secretaries
Statutory calendars per company, board paperwork, retainer billing.
See howConsulting firms
Projects, utilisation, expenses on the road and fixed-fee or time-based billing.
See howArchitecture & engineering
Stage-wise projects, site teams, consultants and suppliers, fees by stage.
See howAgencies & studios
Retainers and projects, freelancers, approvals and margin per client.
See howWisp, the AI core: common questions.
What is Wisp in Firmlytics?
Wisp is the AI core of Firmlytics. It answers questions from the firm’s live ERP data and can take actions across every module through the same layer the screens use, with the user reviewing and approving each plan.
Can Wisp do more than the user could do themselves?
No. Everything Wisp does runs the same module, permission, quota and policy checks as the equivalent screen, for the person who asked.
Will Wisp act without asking?
No. Changes are proposed as a plan with a preview of each step. High-risk steps need an explicit acknowledgement, and actions that need a second person go to that person for approval.
See your firm run on one system.
A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.