AI Teammates for project-based knowledge work.
Uru's sweet spot is knowledge workers and project-oriented teams. Whether you run a firm or act as a fractional exec, every teammate saves hours, wins work, and keeps clients.
- •Revenue = billable hours or deliverables.
- •Capped by people's time.
- •Fragmented tools, no tech team to stitch it all together.
Serve more clients. Prove more value.
Uru multiplies your capacity so you can handle more accounts, deliver faster, and show measurable ROI without adding staff.
Chat
Calls
Content
Data
Dashboards
Proposals
Alerts
Board packs in 2 hours, not 8
Automatically generate board packs and executive reports from your data sources.
Summarize calls → auto-update CRM
Capture key points from client calls and automatically update your CRM.
Proposals + SOWs drafted in minutes
Generate professional proposals and statements of work based on client requirements.
Pipeline + client health alerts
Get early warnings about stalled deals and at-risk client relationships.
Feeds
Media
Comms
Briefs
Releases
Dashboard
Alerts
Win coverage. Prove impact.
Uru automates monitoring, briefs, and reporting so your team ships faster and keeps retainers.
Media monitoring → daily digest
Automatically monitor media mentions with sentiment and share of voice analysis.
Draft press releases and spokesperson briefs
Generate press releases and spokesperson briefs from key points and messaging.
Track placements → build coverage reports
Automatically track media placements and generate client-ready coverage reports.
Client health alerts
Get early warnings when client communications indicate potential issues.
Spend time with clients, not paperwork.
Uru captures notes, preps reviews, and keeps compliance tight.
Meetings
Comms
Portfolio
CRM
Reviews
Compliance
Tasks
Meeting summaries → auto-update CRM
Capture client meeting notes and automatically update your CRM (Wealthbox/Redtail/Salesforce).
Quarterly review packs
Automatically generate client review materials from portfolio data and market updates.
Compliance logging
Automatically archive meeting transcripts with compliance flags for future reference.
Prospecting assist
Track referrals and schedule follow-ups to keep your pipeline full.
Management
Templates
Document
Case
Deadline
Bill more hours. Miss fewer deadlines.
Uru automates document drafting, case research, and deadline tracking so your attorneys can focus on billable work.
Depositions → Summaries
Automatically summarize and extract key points from deposition transcripts.
Draft NDAs and agreements
Generate standard legal documents from templates and requirements.
Deadline tracking
Monitor case deadlines and send alerts to prevent missed filings.
Calls
Data
Templates
Proposals
CRM
Pipeline
Win more proposals. Expand more clients.
Uru helps consulting teams create winning proposals, track project delivery, and identify expansion opportunities.
Proposal generation
Quickly create tailored proposals based on client requirements and past work.
Call summaries → CRM
Capture client insights and automatically update your CRM.
Pipeline tracking
Monitor your sales pipeline and get alerts on stalled opportunities.
Data
Rules
Updates
Compliance
Client
Tax
Stay compliant. Keep every client.
Uru automates compliance checks, client communications, and tax updates so your firm can scale without adding staff.
Filings and compliance
Track deadlines and verify compliance for client filings.
Account monitoring
Detect unusual patterns or issues in client accounts.
Tax updates
Automatically notify clients of relevant tax law changes.
Data
Media
Communications
ROI
Brand
Client
Prove ROI. Protect retainers.
Uru helps agencies demonstrate value, track campaign performance, and identify client satisfaction issues before they lead to churn.
Campaign dashboards
Automatically generate client-ready reports showing campaign ROI.
Brand scans
Monitor brand mentions and sentiment across platforms.
Client health alerts
Get early warnings when clients show signs of dissatisfaction.
Plans
Requirements
Bid
Milestone
Compliance
Win more bids. Deliver on time.
Uru streamlines bid responses, tracks project milestones, and ensures compliance documentation is always up-to-date.
Bid responses
Generate tailored bid responses using your past successful proposals.
Project milestones
Track and report on project progress against milestones.
Compliance docs
Keep all project compliance documentation current and accessible.
Requirements
Tracking
Communications
SOWs
Delivery
Risk
Protect margin. Keep projects on track.
Uru helps development teams create clear SOWs, track delivery against estimates, and identify scope creep before it impacts profitability.
SOW generation
Create detailed statements of work with clear deliverables and timelines.
Delivery tracking
Monitor progress against estimates and identify potential overruns.
Risk alerts
Get early warnings about scope creep and other project risks.
One manager updates. Every persona stays in sync.
Centralize prompts, rules, and sources in a Shared Library. Personas inherit automatically, so everyone can use AI without being an expert.
Every team can build their own lineup.
Start with one teammate, expand as you grow.
Summarize Calls
→ CRM Updates
Draft Proposals
→ Faster Closes
Client Health Alerts
→ Retained Clients
Automate Invoicing
→ Better Cash Flow