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In a live process the status is scattered across email threads, your CRM, and the data room, and you need it in one place before a client update. Amy pulls the latest from every party, tells you where each one stands in the process, and flags what’s overdue, so nothing slips between stages.

Copy and send to Amy

What you get back

  • A status table showing where each buyer stands in the process
  • Outstanding and overdue items, flagged with who owns them
  • What needs a chase before the next milestone

Required integrations

Email

CRM

Add “and draft the chase emails for anything overdue” to turn the status check straight into follow-ups.