AI Employee · Professional Services

Appoint your
first AI employee.

Every unanswered enquiry is a client choosing your competitor. Every hour on admin is an hour you're not billing. Your SmoothDay PA handles client communications, manages your diary, and keeps your compliance trail — while you focus entirely on fee-earning work.

Appoint Your PA See How It Works →
0
Dropped enquiries on their watch
6hrs
Admin saved per week, on average
100%
Audit trail maintained, always
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Live example
Mortgage Broker PA

Your PA would be configured for your profession and practice — this is just one example of what it looks like in use.

portal.smoothdaypa.co.uk
DH
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Your PA
online · handling enquiries
P
Morning Dan! New mortgage enquiry from Michael Chen — first-time buyer, seen your Trustpilot reviews. Shall I check your diary and book a discovery call this week?
08:14
DH
Yes — Wednesday or Thursday morning. Any update on the Harris remortgage docs?
08:17
P
Michael booked — Wednesday 10am, confirmation sent. Harris docs: three outstanding. I've chased Sarah Harris this morning — she'll upload by end of day.
08:18
DH
Perfect. Any compliance deadlines I should know about?
08:19
P
April 2026 — Dan Hargreaves
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10:00
Michael Chen — Discovery call
Booked by PA · First-time buyer
14:00
Harris remortgage — case review
Docs outstanding · PA chasing
16:30
Compliance review — Q2
PA: files prepared · FCA deadline 30 Apr
30 Apr
FCA data return deadline
PA reminder set · Auto-prep in progress
Today's Tasks 3 open
Book Michael Chen — discovery call Wed 10am Confirmed by PA · Client notified Done
Chase Harris remortgage — 3 docs outstanding PA chased Sarah Harris · Uploading today Done
New enquiry — Patel family BTL portfolio PA qualifying now · Risk profile check In progress
FCA Q2 compliance pack — due 30 Apr PA: documents prepared, awaiting sign-off Upcoming
Chat with your PA

If compliance, client care, and billing time matter to you, this is for you

SmoothDay PA works for any regulated or professional service business — configured around your specific obligations, standards, and clients.

Mortgage Brokers Financial Advisers Accountants Solicitors Estate Agents Insurance Brokers HR Consultants Bookkeepers Business Coaches
How It Works

One AI employee,
three ways to reach them

While you're in meetings and with clients, your PA is handling everything else — responding to enquiries, managing your calendar, and ensuring nothing slips through the cracks.

01
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WhatsApp — Your clients' first message
A prospective client messages at 9pm asking about your services. Your PA replies instantly — qualifies their needs, checks your availability, and books a discovery call. You see it all done when you start your morning.
Instant replies Needs qualification Discovery booking
02
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Client Portal — Your practice HQ
Every case, every communication, every document — organised in one secure place. Your diary, task list, compliance reminders, and full audit trail. Accessible from anywhere. Everything logged and retrievable.
Full audit trail Case management Compliance tracking
03
✉️
Email — Formal, compliant, always
Client correspondence drafted and sent in your name — with the level of formality, accuracy, and professionalism your regulator and clients expect. Full paper trail retained. Every communication logged.
Your name, your voice Compliant by default Full audit trail
What We Do

Everything your
new employee handles

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The services below are shown for a Mortgage Broker — as an example only.
Your SmoothDay PA is built entirely around your profession, your clients, and your regulatory obligations. It learns how you work, adapts as your practice grows, and handles exactly the tasks that matter most to you — not a generic template, not a one-size-fits-all solution.
01 / Client Enquiry & Onboarding
Enquiry Handling & Onboarding
First impressions matter. Your PA responds to every new enquiry instantly, qualifies their needs professionally, and books them in — before they move on to a competitor.
  • Instant WhatsApp and email enquiry responses
  • Discovery call scheduling and calendar management
  • Initial needs assessment and qualification
  • Welcome pack and document request
  • Case file creation and CRM updates
02 / Compliance & Documents
Compliance & Document Management
The paperwork that keeps you compliant — chased, filed, and logged. No more manually following up on outstanding documents or missing a deadline.
  • AML check reminders and document chasing
  • FCA / regulatory deadline tracking and alerts
  • Client file maintenance and document filing
  • Consent and declaration management
  • Full audit trail maintained in portal
03 / Client Communications
Client Communications
Professional, timely communications in your name — so every client feels informed and well looked after throughout their case.
  • Case progress updates and status messages
  • Appointment confirmations and reminders
  • Rate change and product availability alerts
  • Cancellation and rescheduling handling
  • Post-completion follow-ups and review requests
04 / Business Development
Business Development & Marketing
Stay front of mind with past clients and referral partners — without it eating into your fee-earning hours.
  • Referral partner communications and nurturing
  • Annual review scheduling and reminders
  • Client testimonial and review requests
  • LinkedIn content and scheduling
  • Email newsletters and market updates
Trust & Professional Standards

Built around your
regulatory obligations

Every SmoothDay PA for a professional services business is configured from the ground up to respect and reinforce the compliance frameworks you work within — not cut corners around them.

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The examples on this page reference a Mortgage Broker — this is illustrative only.
Whatever your regulated profession, your SmoothDay PA is configured to understand and operate within the specific compliance frameworks, codes of conduct, and client care standards that apply to your practice. Every business is different — and your PA will be too.

"Your PA knows where the compliance lines are. It doesn't just handle your admin — it handles it correctly."

— The SmoothDay PA Standard

Whether you're a mortgage broker working under FCA rules, a solicitor with SRA obligations, an accountant with HMRC duties, or any other regulated professional — your SmoothDay PA is configured to understand those boundaries and work firmly within them.

We don't believe a PA should ever put your professional standing at risk. Every communication sent on your behalf, every record kept, and every interaction logged is handled with the care, discretion, and compliance-awareness your clients deserve — and your regulator requires.

FCA Aware
GDPR Compliant
Fully Confidential
Full Audit Trail
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Regulatory Awareness Built In
Your PA is configured around your specific regulatory obligations. It knows what can and cannot be communicated, when disclosures are required, and how to ensure every interaction is documented correctly for audit purposes.
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Complete Audit Trail
Every message sent, every document filed, every task completed — logged, timestamped, and accessible in your portal. Demonstrating due diligence to your regulator has never been simpler or more reliable.
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Professional Tone, Always
Every communication goes out with the formality and precision your clients and regulators expect. No shortcuts, no informality, no risk to your professional standing — every interaction reflects the standards your clients have come to expect.
Built on 50 years of real
PA experience.

SmoothDay PA was founded by Jacqui Hughes, a PA and business support professional with over five decades of experience across a wide range of industries. Every PA we deploy — the responses it gives, the standards it holds, the compliance lines it keeps — reflects that knowledge. The intelligence is artificial. The judgement behind it isn't.

Jacqui Hughes, Founder of SmoothDay PA
"I built the PA I always wished I could give every client — one that never forgets, never drops the ball, and always knows exactly how things should be done."
Jacqui Hughes — Founder, SmoothDay PA
Why SmoothDay PA

The AI employee that pays
for itself on day one

One lost client pays for months of SmoothDay PA. But more than the money — it's the confidence of knowing your compliance is covered, your clients are cared for, and no enquiry ever goes unanswered.

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Zero Dropped Enquiries
A prospective client messages on a Monday evening. Your PA responds within minutes, qualifies their situation, and books a discovery call. By Tuesday morning, the job is done while you slept.
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Compliance Without the Stress
Deadlines tracked, documents chased, disclosures logged. Your PA keeps you on the right side of your regulator — quietly, automatically, and without you having to think about it.
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Fee-Earning Time Protected
Every hour your PA handles admin is an hour you're advising clients and billing. Stop doing work that doesn't need your expertise. Your PA takes the admin; you take the fees.
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Your Voice, Your Standards
All communications go out in your name, in your tone, at the level of professionalism your clients expect. They'll simply think you've got an exceptional support team behind you.
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Live Within Days
No long setup, no complex onboarding. Tell us your services, your compliance framework, and your processes — your PA is live and handling client enquiries within the week.
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Scales With Your Practice
Start with enquiry handling and diary management. Add document management, client communications, marketing and more as your practice grows — all within the same service.
Get Started

Appoint your first AI employee

Stop losing enquiries to slow response times. Stop letting admin eat your fee-earning hours. Your AI employee is ready — tell us about your practice and we'll have them configured and live within days.

Fill in the form and we'll be in touch to walk you through the portal, introduce you to your PA, and get everything set up around how your practice works.

  • No commitment required — just a conversation
  • Your PA configured around your compliance framework
  • Onboarding handled by our team — not a chatbot
  • Live and answering client enquiries within days
  • UK-based support throughout — a real person, not a queue
Tell us about your practice
Takes about 2 minutes — we'll do the rest
We'll be in touch within one working day.
✅

Thank you, !

We've received your interest registration and we'll be in touch within one working day to introduce ourselves and talk through how we can help your practice.

In the meantime, feel free to reach out to Pippa directly at pippa@smoothdaypa.co.uk

Live Demo

Talk to Pippa — right now

This is the real Pippa. The same AI that runs for our live clients, every day. Ask her what she does, ask her to draft you an email, ask how she'd handle a lead coming in at 11pm. She'll show you.

50 years of Jacqui's business experience — every instinct, every lesson, every standard — baked into every reply.

What can you do for me? Draft me an email to a client who hasn't paid What happens if a lead emails at midnight? How much does it cost?
Pippa
SmoothDay PA · live demo
P
Hi! I'm Pippa — your SmoothDay PA. I'm not a script — I'm the real thing.

Tell me your biggest admin headache, ask me to draft something, or just ask what I do. I'll show you exactly how this works. 👋