Everything You Need to Drive Client Retention and Practice Growth.
Automated Communications
Automate Outreach Without Losing Your Voice
trillium-ai analyzes your past communications, website tone, and practice area expertise to generate personalized client touches that sound exactly like you.
Multi-Channel Delivery
Draft and automate personalized Emails, Newsletters, Client Onboarding Messages, Social Media Posts, Blogs, and Birthday Cards.
Flexible Reach
Automated calendar scheduling lets you send tailored messages to one, many, or all clients with “approve, set & forget” convenience.
Authentic Touches
Keep relationships warm with automated birthday notes, regulatory updates, and proactive check-ins on autopilot.
Client Satisfaction & Churn Prevention
Predict & Prevent Client Churn Before It Happens
Monitor engagement signals across client touchpoints to flag at-risk clients early while automatically turning your happiest relationships into local 5-star Google reviews.
Satisfaction Surveys
Built-in survey engine featuring 6 distinct survey question types to capture structured client feedback.
Google Review Acceleration
Automatically trigger gentle, compliant Google Review links when health scoring identifies peak client satisfaction moments.
Active Partner Dashboard
Track scheduled communications, review real-time client health scores, and stay ahead of churn risk.
Ecosystem Integrations
Seamless Direct API Sync for Your Existing Stack
Connect your practice management tools in under 5 minutes with zero complex IT configuration.
Legal Practice Management
Clio Manage
Direct API sync for contact records, birthdates, email addresses, and custom client fields.
QuickBooks Online Accountant
Intuit Accountant Online / QBOA
Automated sync with QuickBooks Online Accountant to streamline client onboarding, email addresses, and custom fields.
Native Connectors
Built-In Email & Reviews
Native integrations with Outlook, Gmail, CRM data, and Google Business Profile reviews.
Security & Compliance Built for Canadian Professionals
100% Canadian Data Sovereignty
Hosted exclusively in Canadian data centers (AWS ca-central-1), fully compliant with PIPEDA and provincial privacy standards. Data never crosses international borders.
Zero-Model Training Guarantee
Enterprise-grade security ensures your firm data is never logged, retained, or used to train public LLM foundation models.
AES-256 Encryption & Audit Logs
Stored data is protected using AES-256 bank-grade encryption, with full transparent audit logs and provenance trails for every AI-generated draft.
Human-in-the-Loop Safeguards
Complete partner control—no client communication ever leaves the system without explicit human review and approval.
Ready to Reclaim 10+ Hours Every Week?
Join the founding cohort of 10 Ontario practices for complimentary 90-day early access to trillium-ai.
Apply for Early Access