Move from Client Context to Reviewed Follow-Up.
Connect preparation, report drafting, record updates and next actions, with your team’s judgement at the centre.
Workspace Keeps the Context Together.
Connect client records, documents and team responsibilities so everyone works from the same information.
Weave Prepares the Next Piece of Work.
Use context from your CRM, Microsoft 365 and supported business tools to prepare documents, updates and follow-up. Weave returns the work for your team to review, with judgement and approval staying with your firm.
From Meeting to Next Action.
Turn a client conversation into a reviewed summary, a prepared report and clear follow-up tasks.
Questions, Answered.
Do we need to move our CRM?
No. Start with standalone Weave if you are keeping your CRM. Choose Workspace + Weave when you want to move your CRM and use AI together.
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