FediPilotPractice operations from chat
Practice operations menu
A menu of practice tasks that prepares a chat request for you to send, so you can see what FediPilot can do in FEDIX.
The problem it solves
Users do not know what practice work the assistant can do.
How it works
- Open the practice operations menu.
- Choose a task.
- Review and send the prepared chat request.
What your practice gets
- Discover capabilities.
- Nothing runs until you send.
- Quicker to ask.
Questions accountants ask
Does the menu do the task itself?
No. It prepares a chat request for you to send.
Which tasks?
Existing FEDIX capabilities.
Can I edit the request?
Yes.
Related features
Features that work alongside practice operations menu.
Entity changes and correspondents
Handle a client's change of entity type and find who to write to.
Find everything a client has sent
One request sweeps email and folders to find a client's sources.
No endless retries
FediPilot limits its requests to FEDIX and stops retrying when connections keep dropping.
Remembers the client file notes
FediPilot recalls the client's FEDIX notes, and how current they are, while working.
FEDIX capabilities in chat
FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.
Keeps working if one connection fails
If the main FEDIX connection cannot authenticate, FediPilot falls back to your signed-in account for lookups such as clients, prefill, email, folders, notes and returns.
See it working in your practice.
Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.