We respect your privacy
We use cookies to keep you logged in and understand how you use Pocodot. You can customize your preferences or accept all. Cookie Policy
Run your business. From a chat.
Cole is the AI coworker for freelancers, independent professionals, and small studios. Client comms hub with one thread per client, proposal and SOW drafting, invoice and AR chase, project status updates, scheduling - across WhatsApp, Slack, email, and SMS. Your invoicing and time-tracking tools stay the system of record.
Cole - Pocodot
online
Cole, forwarded sub from Acme Manufacturing - need GL, Umbrella, WC quotes for 1/1.
9:14 AM
Got it. Routed to Maya (commercial) with a draft acknowledgement and a quote-checklist for the carriers. X-date 12/31 tracked.
9:14 AM
Just finished call w/ Rivera, $2M umbrella renewed. Log it.
11:48 AM
Logged. Note: Renewed $2M umbrella - Rivera Co. Drafted thank-you email + queued cert-on-file refresh for review.
11:49 AM
Sound familiar?
Teams in this space fight these every day. Cole was built to take them off your plate.
Client comms across too many channels
One client emails, another texts, a third uses WhatsApp, the fourth lives in Slack. You spend half your day switching apps instead of doing the work.
Invoice chase is awkward and late
You finish the work, send the invoice, and then... silence. Chasing payment feels uncomfortable, so you wait. Net-30 becomes net-60 becomes net-never.
Proposals written from scratch every time
Every new client means a new proposal, a new SOW, a new scope document - even though 80% of the language is the same as last time.
Scope creep has no paper trail
The client asks for 'one more thing' in a voice note. You say yes. Three months later, the project is twice the scope and nobody documented the change.
What Cole does for your team
Six superpowers, one chat thread.
Client comms hub
Every client gets a single Cole thread - whether they reach you via email, WhatsApp, SMS, or Slack. You see every conversation in one place and reply from wherever you are.
Proposal and SOW drafting
Cole drafts proposals and statements of work from your prior projects and a short brief. You adjust scope, timeline, and rate. No more blank-page starts.
Invoice and AR chase
Cole drafts the invoice from the agreed SOW, sends it when the milestone is done, and chases payment at 7/14/30 days in the client's preferred channel. Polite, persistent, and not you.
Project status updates
Every Friday, Cole sends each client a short status update: what delivered this week, what is in progress, what is next, and any blockers. You review once and approve the batch.
Scheduling
Cole proposes meeting times based on your calendar, confirms with the client, sends reminders, and follows up afterward with a summary and next steps.
Scope-change documentation
When a client asks for something outside the original SOW, Cole drafts the change-order note with the scope delta and revised timeline. You confirm it; both sides have the paper trail.
How it works
Forward your first client thread
Forward a client email, paste a WhatsApp thread, or drop a new inquiry into your Cole channel. He picks up the conversation and routes it to a single client thread.
Connect your inbox and calendar
Connect Google Workspace or Microsoft 365. Cole watches for client messages, meeting requests, and invoice reminders. Your invoicing and time-tracking tools stay where they are.
Delegate the rest from chat
Tell Cole to draft the proposal, send the invoice reminder, prep tomorrow's call, or write the Friday status update. Just ask in plain English from anywhere.
Built for the work you actually do
3x
faster proposal turnaround
vs. writing from scratch
6 hrs
reclaimed per week
comms + invoicing + scheduling
< 60 sec
to draft most client emails
ready to review and send
Workspace-isolated
your data, only yours
encrypted at rest, audit-logged
What does this save your team?
Defaults to a 1-person team at $75/hr fully-loaded cost. Slide to match your shop.
ROI calculator
- 6 hours saved per agent/week
- 73% less manual task routing
- 40% faster turnaround
- 24/7 availability - no sick days
- Zero hiring costs, benefits, or downtime
Based on Pocodot customer data + h/person/week reclaimed on client comms, call notes, and follow-up chase. Your mileage will vary by team mix.
What we will tell you about our security posture
Workspace-isolated data with row-level tenancy checks on every query. Encrypted at rest and in transit. Our SOC 2 audit is in progress and we publish status candidly - we will not claim a certification we have not earned. Enterprise identity federation is on the roadmap, not shipped. No protected-health-information coverage today, so we are not the right fit for benefits work that requires it.
Related reading
Deep dives, comparisons, and how-to guides for your industry.
Questions teams ask us
Ready to take the busywork off your team?
A 20-minute demo on a real workflow in your shop. No slide deck.