Improve the Work That Takes the Most Time
Keep new business, ongoing service, report preparation and firm oversight moving with Workspace and Weave.
Keep New Business Moving.
Give every opportunity an owner, next action and expected fee, so fewer follow-ups are missed.
Explore New businessKeep Every Client Looked After.
Connect the client relationship, reviews and next steps in Workspace. Add Weave to support the work around them.
Explore Client servicingMove from Client Context to Reviewed Follow-Up.
Bring preparation, report drafting, record updates and next actions together with Workspace and Weave.
Explore Advice workflowsSee Your Whole Firm Clearly.
Keep new business, responsibilities and fee records in view through Workspace.
Explore Firm oversightAdd AI Without Replacing Your Existing Systems.
Use Weave across your current tech stack, or choose Workspace + Weave for your CRM and AI together.
Explore Innovation
“The system has eliminated much of the repetitive administrative work and made managing the firm's day-to-day operations much easier.”
Your client data.
Protected at every step.
Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.
Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.
- Cyber EssentialsCertified
- UK GDPRData protection
- UK hostingCustomer data
- No model trainingYour data stays yours