Engineer-led. Melbourne-built.
Your enquiries answered, documents chased and admin done, by AI agents built for your practice.
We build automation and custom software for mortgage brokers, insurance brokers, financial planners and law firms. Built by engineers in Melbourne, running on our own platform, with your client data kept in Australia.
You'll leave the call with a ranked list of what to automate and a fixed-price estimate within 48 hours.
An enquiry, handled in seconds
Booked into your calendarAfter-hours enquiry
Hi, are you free this week? I need a quote for a job.
Agent qualifies
Happy to help. I've taken the details and the best time to reach you, and sent a confirmation by SMS.
Books it in
Added to your calendar for Thursday at 10am.
Handoff
The team will call to finalise. Nothing slipped through to voicemail.
Connected to your tools
We checked 616 Australian law, accounting and advice firms. None publish how they use AI with client data.
Read the AI Transparency IndexPick your practice
We build for four kinds of practice. Each has its own admin black hole and its own rules, so each gets its own agents.
I'm a mortgage broker
Every lead answered and qualified in minutes; loan documents chased automatically.
Book a broker automation reviewI'm an insurance broker
Renewals, certificates of currency and complaints handled without manual chasing.
Book an insurance automation reviewI'm a financial planner
File notes and SOA prep cut from hours to minutes.
Book a planner automation reviewI run a law firm
AI that runs on-premise, so client material never leaves your office.
Book a law firm automation review
Who we work with
Pick a practice to see one workflow we build, the systems it plugs into, and what it is modelled to give back.
- Example workflow
- A lead comes in at 8pm. The voice agent answers, qualifies it and books a slot in the broker's calendar. The document bot then chases payslips, BAS and bank statements by email and SMS and files them in the CRM, named and ready for lodgement.
- Systems it connects
- Salestrekker
- BrokerEngine
- Outlook
- Modelled result
- 3 to 5 hours back per deal on document collection; every after-hours enquiry answered.
- Example workflow
- Ninety days before renewal the agent starts the cadence: voice, SMS and email to collect updated client details, then a 15-minute broker call booked and the AMS pre-filled. A client or landlord who needs a certificate of currency gets one by portal or SMS without a broker touching it.
- Systems it connects
- Insight
- WinBEAT
- Outlook
- Modelled result
- Certificates of currency issued in under 60 seconds; renewal contact starts on schedule without a broker chasing.
- Example workflow
- After a review meeting the agent drafts the file note, pulls the client's data and product comparisons from the planning software, and produces an 80%-complete Statement of Advice in your house style with an RG 175 audit trail, ready for the paraplanner.
- Systems it connects
- Xplan
- AdviserLogic
- Teams
- Modelled result
- SoA drafts arrive 80% complete; annual review prep cut from 3 hours to 30 minutes.
See everything we build for financial plannersHow we automate Statements of Advice
- Example workflow
- A new-matter enquiry arrives by phone, web or email. The agent runs ID and conflicts checks against your matter history, drafts the costs agreement and engagement letter to firm precedent, and queues the file for the supervising lawyer to approve. It all runs on your own server.
- Systems it connects
- LEAP
- Actionstep
- your on-premise server
- Modelled result
- 6 to 10 hours per fee earner per week recovered on intake, conflicts and engagement.
- SidekickOps runs our own Bentleigh cafe through the Square POS API.
- Australian-owned · ABN 48 668 612 020
How the call works
Three steps from first call to live. No six-month discovery phase.
- 01
Book a 30-minute call
A 30-minute call with Lucky, our lead engineer. You talk us through how work moves through your practice today; we ask about the admin that eats your week.
- 02
Ranked plan and fixed price within 48 hours
We map your admin and send a ranked list of what to automate first, with one fixed price in AUD. No hourly billing, no retainer.
- 03
Built and live within 2 weeks of kickoff, or it's free
We build it, connect it to the systems you already run, and go live with your team. If it is not live within 2 weeks of kickoff, you do not pay.
Where your data goes
Your systems talk to a Zatersio agent. The agent runs on AWS Sydney or on a server you own. Nothing is routed through overseas servers and nothing is used to train third-party models.
You own everything. If we part ways, your automations keep running, in line with the Privacy Act 1988 and the Australian Privacy Principles. How we keep client data onshore
What it costs
Three bands, fixed price, AUD inc. GST. You get an exact number within 48 hours of the call, before you commit a cent.
$2,000 - $4,000
Single workflow automation
One clearly-defined job that runs without you. Think: a new lead form fills out your CRM and fires a templated reply, or paid invoices in Xero auto-trigger a follow-up sequence.
Most common
$4,000 - $9,000
Multi-step automation across your stack
Several steps chained across multiple systems, with branching logic and error handling. The kind of thing you would otherwise hire a part-time admin to babysit.
$9,000 - $15,000
Custom AI agent build
An AI agent that reads context, makes a decision, and acts: drafting quotes, triaging inbound email, answering customer questions from your own documents. Built and tuned to your data.
Custom software is quoted fixed after the call. See the full pricing breakdown
One platform, industry agents.
Zatersio.si is our own agent platform, and it runs anywhere: your servers, AWS Sydney, or anywhere in the world. It powers SidekickOps (cafe operations via Square, running in our own Melbourne cafe), LegalBox (on-premise AI for law firms) and every custom build we deliver.
Each business gets an isolated environment, and the agents built for it run fully in sandboxes. Host it in your own environment linked to AWS Bedrock, so your data never leaves it, or let us run it on AWS Sydney.
Zatersio.si
Our self-hosted platform for running a business on AI agents: an org chart, goals, approvals, budgets and an audit log, with an isolated environment per business.
Learn moreSidekickOps
Cafe operations through the Square POS API, running in our own Melbourne cafe.
Learn moreLegalBox
On-premise AI for law firms. Models run on hardware the firm owns, so matter files never leave the office.
Learn more
Questions, answered
A 30-minute call with Lucky, our lead engineer. We map your admin, rank what to automate, and send a fixed-price estimate within 48 hours.
No. You describe how work moves through your practice today and we do the engineering. What we build runs without technical oversight, and you get documentation and a handover session so your team knows exactly what was built.
Your choice: on your own servers, or on Australian-resident cloud (AWS Sydney). Either way it stays in Australia and is never used to train third-party models. For cloud builds we only connect the tools you already use.
Automation and AI agent projects land between $2,000 and $15,000 AUD inc. GST as a one-time, fixed-price build, paid 50% on scope sign-off and 50% at go-live through Xero. No retainer unless you want one. Custom software is quoted fixed after the call.
Live within 2 weeks of kickoff, or it's free. You get the ranked plan and fixed price within 48 hours of the call, and we agree the scope before any work starts.
Want the detail? See the full pricing breakdown or how we handle data sovereignty.
Book a 30-minute call
30-minute call with Lucky, our lead engineer. You leave with a ranked list of what to automate in your business and a fixed-price estimate within 48 hours. No obligation.
Prefer email? info@zatersio.com