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We build a monthly sweep that measures silence: no mail exchanged, no meeting, no invoice for however long you decide is too long. Each dormant client is listed for their owner with the date of last contact and an ID360 AI check-in drafted from that history. Renewal reminders watch dates and proposal follow-up watches open quotes — this watches the relationships with neither.
A client goes a set number of days with no mail, meeting, or invoice
They appear on a short list for their owner, each with a check-in drafted and ready to review
We agree what dormant means for your business and who owns each client.
We build the sweep on Azure with read scopes over mail and calendar history and your client list.
ID360 AI drafts each check-in from your own history with that client; a person sends it.
We look at what came back and move the threshold with you.
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding, run it against the permissions listed in our terms, and record every access to your per-client audit log. See how it fits together.
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
A new hire is ready on day one, and loses access just as cleanly when they leave.
Book a 20-minute call. We'll confirm the fit, the plan, and a go-live date.
Book a setup call