Keep the expertise.Lose the admin.

The chasing and paperwork still done by hand, automated inside your own accounts and handed over.

Chase the provider
Build the review pack
File the fact find
Draft the report

Get in touch

Company number: 16767828
ICO reference: ZC124404

The job is different in every firm

Examples, to make it concrete. Open one to see how it would run. Yours is whichever is costing you most.

1. When
  A client signs the letter of authority
2. It does
  Each provider gets the request, and any that have not replied in ten working days are chased
3. Then
  Replies are read and the plan details laid side by side
4. You
  The adviser checks the comparison before the meeting
Uses Claude to read the replies
1. When
  A review falls due in 30 days
2. It does
  Valuations are pulled from the platform into your own pack template
3. Then
  Changes since last year are drafted into a short summary
4. You
  The adviser checks the pack and sends it
Uses Claude to draft the summary
1. When
  A year end is six weeks away
2. It does
  Each client is sent a list of what is missing, with reminders until it arrives
3. Then
  What arrives is filed to the right client folder
4. You
  You see who is still outstanding in one list
Plain automation, no AI
1. When
  An enquiry form comes in
2. It does
  The details are checked against what you already hold and filed
3. Then
  Your questionnaire and booking link go back the same minute
4. You
  You see who is coming and why before the call
Plain automation, no AI
1. When
  The fact find is complete
2. It does
  A first draft is written in your template and house wording
3. Then
  Gaps and assumptions are flagged for the adviser
4. You
  The adviser edits it and signs it off
Uses Claude to draft, a person signs off
1. When
  Once a week, on a schedule
2. It does
  Public registers are searched for businesses that fit
3. Then
  Each one is scored against criteria you set
4. You
  A short list lands in your inbox and you decide who to contact
Mostly plain automation

Watch one run

A provider’s reply, read and compared before anyone opens it.

It arrives
It's read
It's compared
You check it

Email from Acme Life Ltd

Letter of authority, client ref 0417

The current transfer value of the plan is £84,210. The annual charge is 0.95% and the plan carries no guaranteed benefits.

Example companies and figures.

Four steps from the first call

Call
Free
30 minutes. You describe the job and leave knowing roughly what it would cost to build.
Plan
£200
You send a short recording of the job, about 45 minutes of your time. We work out exactly how we would fix it and come back within three working days with the plan and a fixed price. You only pay once you have it, and it's yours to keep, whether we build it or you do.
Build
From £1,250
Built remotely, inside your own accounts, on subscriptions in your name. Where a job needs something read or drafted, that runs on Claude in your own Claude account, and we help you set it up securely. The £200 comes off the price, and the rest is paid on delivery.
Run
Optional, from £400 a month
You own it, it keeps running and your data stays in your own accounts. Keep us on monthly for upkeep and the next job on your list, or leave with everything.

What is the job costing you?

Your figures, our arithmetic. Every build is priced to pay for itself within six months.

How often it happens

Times a month, across the whole firm.

How long it takes

Minutes each time, start to finish.

What that person costs an hour

Salary plus on costs, roughly.

Worked out on this page. Nothing you enter is sent anywhere.

That job costs you

£7,200

a year, in 288 hours.

If about two thirds of that came back, a build under £2,400 would pay for itself within six months.

An estimate from your figures, not a quote. The plan sets out exactly how we would fix it, then prices it.

No success fee, no share of what you save and nothing tied to your results. Your own subscriptions are billed to you direct, never through us.

You could do some of this yourself

The tools have been on every desk for three years. If what we sold was a better way to chat to one, you should keep your money.

What we bring is setting it up safely inside a working business.

The access it needs and no more
A person signing off what matters
Nothing able to run loose in your accounts
All of it in your own accounts, yours to keep

Then it runs without anyone opening anything. It fires when the email lands, the form arrives or the review falls due.

Who you are dealing with

Josh Doyle

Gator Labs is a small firm. I run it, and at the moment I am all of it, so the person who takes your call is the person doing the work.

I build AI and automation into working businesses, including in a regulated sector where what it produces has to stand up to a compliance check, and it runs my own workflows every day. I have seen where it saves real hours and where it quietly causes problems.

I think about it as a business owner first: what it costs, who checks it and what happens when it goes wrong.

What’s taking up your week?

A line or two is plenty. We reply within one working day to arrange a free 30 minute call.