Contacts and relationships
Keep people, family relationships, services, cases, and next actions organized in one searchable workspace.
Intelligent Virtual Assistant
Automate more.Manage Less.
IvaDesk brings clients, tasks, follow-ups, bookings, and approved AI work into one organized workspace.
Connect your everyday tools
What IvaDesk does
Less admin. A clearer day.
Bring the details together, keep track of the next step, and spend less time figuring out where you left off.
Daily priorities
See overdue work, today’s priorities, new intake, follow-ups, and missing information in one focused view.
Human-reviewed AI work
Prepare summaries, drafts, checklists, and file updates while important actions stay under human approval.
Structured intake
Organize new inquiries, identify the right contact, flag missing details, and keep unverified information separate.
Searchable case context
Find contacts, service cases, tasks, source references, and recent activity without rebuilding the client story.
Reviewed automations
Turn confirmed milestones into proposed tasks and follow-ups while every important change remains individually reviewed.
Your day, at a glance
Know where to start.
See what’s due, who needs a follow-up, and what’s waiting for you—all in one place.
Today’s workspace
A clear plan for the day.
Due today
4
Follow-ups
2
New intake
1
Waiting on info
3
Today’s work
- Prepare for a client call
- Review an intake checklist
- Plan tomorrow’s follow-ups
A little help from IVA
Prepare a checklist for tomorrow’s meeting.
Draft for your review1Spot the priorities before opening a file.
2Keep the next step close to the client.
3Ask IVA for help preparing the work.
A little less admin
More time for the people who count on you.
Walk into your next conversation prepared. IvaDesk keeps your notes, tasks, and follow-ups together, so you can pick up where you left off and give each person your full attention.
Remember the details that matter
Keep each client’s work together
Know who to follow up with
Stay ahead of appointments
Find the right notes and files
Review drafts before taking action
Connected workspace
Keep your tools. Bring the work together.
Start with the connections available today. Planned integrations are labelled below; setup and access may be required.
Available
Codex
Turns approved AI tasks into a reviewable work conversation for research, drafting, organization, and scoped file preparation.
Available now
Calendly
Gives clients and contacts a simple approved booking link while scheduling remains controlled in Calendly.
Reference links now
Google Drive
Keeps source documents in Drive and links the right folder to the right contact without duplicating sensitive files.
Planned
Will help identify important messages, documents, and replies for review—without sending automatically.
Planned
Calendar
Will bring appointments, deadlines, and follow-up dates into one daily view while you remain in control.
Future integration
Microsoft 365
A future connection for Outlook, calendar, and document workflows, subject to approved access and controls.
Future integration
Accounting tools
A future option for bringing approved operational summaries into the workspace without turning IvaDesk into the accounting source of truth.
Available
CRM imports
Review and import validated contact records in a controlled workflow, with duplicate checks and human approval.
Built around human control
Automation that shows its work.
Proposed AI changes stay separate from confirmed information until a person approves them.
Confirmed facts, AI proposals, source references, and warnings are clearly labelled.
Sensitive documents stay in approved source systems instead of being copied into every tool.
No autonomous emails, deletions, professional decisions, or binding actions.
A few helpful answers
Good questions.
Clear answers.
Wondering how IvaDesk fits your day?
Ask us a questionWhat can I organize in IvaDesk?
Keep contacts, service cases, intake, tasks, follow-ups, and bookings together. Your dashboard helps you see what needs attention next.
What does IVA help with?
IVA helps prepare summaries, drafts, checklists, and proposed tasks. You review the result before important changes or communications go ahead. Availability depends on your workspace setup.
Will IVA send messages or make decisions for me?
No. Important communications, changes, and professional decisions remain with you. AI work is prepared for review, not treated as an automatic approval.
Do I need to replace my existing tools?
No. You can keep source documents in your approved systems and use supported links and connections in IvaDesk. Check the connection status above to see what is available and what is planned.
Can I use IvaDesk on my phone?
Yes. The workspace adapts to smaller screens, so you can check priorities, contacts, and follow-ups away from your desk.
How do I get started?
Use Sign in to access your workspace. If you have questions about access, setup, or the right connections for your work, contact us and we’ll help with the next step.