One platform for clients, projects, workflows, and intelligence. Vori, your AI copilot, handles the details so you can focus on what matters.
From first client call to final deliverable. One system of record.
Your dedicated AI assistant. Generates summaries, extracts action items from meetings, detects risks before they escalate, drafts follow-up emails, and surfaces the insights that matter most. Every team member gets a personal AI that learns your context.
Organizations, contacts, health scores, engagement history. Full relationship context at a glance.
Visual builder with drag-and-drop phases, conditions, and automations. Cases flow through your process.
SoW parsing, phase tracking, task management, and automated status reports.
Multi-tenant data isolation, BYOK encryption, compliance cascade (HIPAA, SOC2, GDPR, FedRAMP, CMMC, PCI-DSS), PIN-protected credential vault, full audit trail, and role-based access control. Built for organizations that handle sensitive client data.
Log hours, record meetings, auto-transcribe. Every interaction captured and actionable.
Risks, assumptions, issues, decisions. AI auto-detects RAID items from conversations.
Branded portal for clients to view progress, upload documents, and communicate securely.
No lengthy onboarding. No migration headaches.
Sign up with your work email. Your domain is auto-claimed. Invite your team or let them self-register.
Create client records. Upload a Statement of Work and Vori extracts scope, milestones, and deliverables.
As you work, Vori surfaces insights, detects risks, generates reports, and keeps your entire team aligned.
Reduce cognitive load. Increase clarity. Preserve institutional knowledge.
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