The Client Engagement and Retention Engine for Boutique Firms
Stop Client Churn and Automate Your Local Outreach—Without Losing a Single Billable Hour.
trillium-ai is a secure, automated client engagement platform built specifically for Canadian small and boutique legal and CPA practices. We turn your existing data into hyper-personalized client touches, track client health before they leave, and automatically convert your happiest relationships into local Google reviews.
A Quick Preview of Trillium-AI: the Secure, Automated Client Engagement & Retention Platform
What You Get
Everything you need to keep clients engaged and coming back.
Automated, AI-Generated, Hyper-Personalized Communications
To one, many, or all clients:
- Emails
- Newsletters
- Client Onboarding
- Social Media Posts & Blogs
- Birthday Cards
Client Satisfaction Surveys
- 6 Survey Question Types
- Option to include Google Review link
Automated calendar scheduling — approve, set & forget
Active Dashboard
Track scheduled communications
Built-in, secure integration:
- Email (Outlook, Google)
- CRM
- Google Reviews
Why It Works
Three levers that move the needle for boutique firms.
40%
Average churn reduction
Predict & Prevent Client Churn
trillium-ai monitors engagement signals across every touchpoint — email opens, portal logins, review patterns — and flags at-risk clients before they start shopping competitors. You get an early warning system, not a post-mortem.
12hrs
Saved per week per partner
Automate Outreach Without Losing Your Voice
We analyze your past communications, website tone, and practice area expertise to generate personalized client touches that sound exactly like you. Birthday notes, regulatory updates, check-ins — all on autopilot.
3.2×
More Google reviews
Turn Happy Clients Into Local Reviews
When our health scoring identifies your most satisfied clients, trillium-ai automatically sends a gentle, compliant review request timed to their peak satisfaction moment. More 5-star Google reviews, zero awkward asks.
Integrations
Connect the Tools Your Firm Already Uses
trillium-ai integrates with the practice management platforms Canadian boutique firms rely on, so your client data flows securely into proactive engagement.
Legal Practice Management
Clio
Sync matters, contacts, and billing data from Clio Manage to power proactive client outreach and retention campaigns.
Explore Clio IntegrationQuickBooks Online Accountant
Intuit Accountant Online
Connect your QBOA client roster to automate tax-deadline check-ins, engagement campaigns, and review requests.
Explore Intuit Accountant Online Integration
Security & Compliance
Your clients trust you with everything. We protect that trust.
AES-256 Encryption at Rest
All stored data is encrypted using AES-256, the same standard used by Canadian financial institutions.
Canadian-Only Infrastructure
Hosted exclusively in Canadian data centres. Your client data never crosses international borders.
Transparent Audit Logs
Every AI-generated communication is logged with full provenance trails for regulatory review.
Read our Data Privacy & AI Safety FAQOur Approach
From onboarding to measurable results in three weeks.
Discovery & Voice Calibration
Week 1We analyze your website, past communications, and practice area focus to build a precise linguistic model of your firm's voice. No generic templates — every output sounds like you wrote it.
Data Integration & Health Scoring
Week 2trillium-ai connects securely to your existing practice management tools to establish client health baselines. We identify at-risk clients, engagement gaps, and your strongest advocates.
Automated Outreach Activation
Week 3Personalized touchpoints begin flowing — check-in emails, regulatory updates, milestone acknowledgements — all automatically tailored to each client's relationship stage and practice area.
Review Engine & Local SEO Growth
OngoingSatisfied clients receive carefully timed, compliant review requests. Your Google Business Profile strengthens organically while your team focuses entirely on billable work.
FAQs
Questions, Answered.
trillium-ai was founded by Toronto-based revenue enablement and technology veteran Tony Wallace.
100% in-country Canadian cloud infrastructure compliant with PIPEDA and provincial privacy standards.
Enterprise-grade, zero-data-retention APIs. Your firm's client data is never used to train public models.
Full human-in-the-loop approval. You review and edit every draft before anything reaches a client.
Read our full Data Privacy & AI Safety FAQ for details on AI providers, data handling, and security controls.
Limited to 10 Firms — Apply Now
Your competitors are already automating. Don't let your best clients find out.
Join the founding cohort of Ontario's most forward-thinking boutique practices. No setup fees. No risk. Just results.
Join our Early Access ProgramPlaces in our early access program are limited, don't miss out
