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Singular
Advisory firms, funds and professional services

Fire the admin.
Keep the people.

Singular takes over your teams' recurring admin work (meeting notes, reporting, time entries, follow-ups) directly inside your tools. On your rules, approved by you, with a record of every operation.

Book a 30-minute callEstimate what admin costs you
  • One-week audit
  • First module live in three weeks
  • Fixed-price quote
Operations logVidal Advisory · Week 40
Example
operations run
42
awaiting approval
1
sent without approval
0
Operations for the period
TimeOperationStatus
Mon 08:00Incoming requests23 read, 6 qualified against your criteriaDone
Mon 11:40Steering committee minutes3 decisions, 4 actions assignedTo approve
Tue 09:15Proposal follow-ups5 messages, sent after approvalApproved
Thu 18:00Time entries11 h 40 recovered across 6 mattersDone
Fri 17:00Weekly reportingSent to the management committeeSent
Each operation shows its source, the rule applied and who approved it.

Singular plugs into the tools you already use.

OutlookGmailTeamsZoomExcelSharePointGoogle DriveHubSpotSalesforcePipedriveDocuSignNotionSlackPennylaneYour business software
Understanding Singular

What Singular changes, in practice.

Five questions every executive asks before handing over part of their teams' work. Here are the answers, one by one.

Admin never shows up on an org chart. It hides in calendars: half an hour here, an hour there, every day, for your best-paid people.

Where the hours go

Same tasks, two ways of doing them

Every week, the same tasks come back for several people. Today they cost hours of attention. With Singular, all that's left is a review.

TodayWith Singular
Meeting minutes
Take notes, write them up, proofread, send, copy the actions into the CRM.The minutes arrive ready, in your format. You review and approve.
Proposal follow-ups
Find who hasn't replied, write each message, log the follow-up.Follow-ups are prepared at the right time. You approve the send.
Monthly reporting
Export, paste into Excel, check the figures, format the deck.Reporting is consolidated against your template. Gaps are flagged.
Time entries
Rebuild the week from memory, on Friday evening.Time is recovered from calendars and emails. You confirm.

One set of minutes, from start to finish. Six steps executed, checked and logged. Only one is yours: review and approve.

A concrete example

Steering committee minutes

From the end of the meeting to the CRM update, nothing is re-keyed by hand. Doubts are flagged, never guessed.

Your only job: review and approve. Everything else is executed, checked and logged.
  1. 11:00
    Meeting endsThe recording or your notes reach Singular, with nothing for you to do.
  2. 11:04
    ReadingThe discussion is transcribed. Decisions, actions and deadlines are identified.
  3. 11:06
    DraftingThe minutes are written in your format, with your headings.
  4. 11:07
    CheckingAmounts and dates are checked against your documents. A doubt is flagged, never guessed.
  5. 11:40
    ApprovalYou review and approve from your inbox. Nothing goes out before.
  6. 11:41
    Sending and follow-upSent to attendees, actions created in the CRM, operation recorded in the log.

Built for teams of 20 to 500 people. Teams where the same tasks come back every week and where time is billed.

Right for you if
  • Your company has between 20 and 500 people.
  • The same tasks come back every week, for several people.
  • Your tools are in place (email, CRM, business software) but don't talk to each other.
  • Your teams' time is billed, or should go to your clients.
Less suited if
  • You're looking for a tool to configure yourself.
  • Your tasks change every time and follow no rules.
  • You want to replace your business software.

Not a chatbot, not another piece of software. Singular works inside your existing tools, on your rules, with a date and a fixed price.

Not a chatbot

You don't have to chat with an AI. Tasks run inside your tools, on your rules.

Not another piece of software

No new interface to force on your teams. Singular works in the email, calendar and CRM you already have.

Not a consulting engagement

No recommendations in slides. A module in production, a date, a fixed price.

Not a replacement for your teams

Singular takes over the tasks nobody chose. Decisions and client relationships stay with you.

Results are measured, before and after. A baseline at the audit, a report every month, and you decide on the numbers.

Monthly tracking
  1. 01
    BaselineDuring the audit, we measure the time spent on each targeted task. That's the reference point.
  2. 02
    Monthly trackingEvery month, a report: hours taken over, turnaround times, operations approved or corrected.
  3. 03
    DecisionYou judge on the numbers. A module that doesn't return the expected time is fixed or stopped.
Monthly reportVidal Advisory · October
Example
Hours taken overaudit baseline: 0 h
126 h
Average turnaround for minutesbefore: 2 days
38 min
Operations approved without correctionout of 312 operations
94%
Fictional company and figures · Report sent on the first Monday of the month
Sectors

Built for businesses where every hour counts.

Advisory firms, funds and professional services firms whose people are expensive and whose time should go to clients, not admin.

Strategy and management consulting

Your meetings summarized, the actions already logged.

After each meeting, Singular writes the minutes, records what was promised and prepares the next steps. Nothing gets lost between two committees.

  • Meeting minutesAvailable
  • Time-based billingOn request
  • Monthly client reportOn request
See the advisory page
Meeting minutesVidal Advisory
4actions added
Phase 2 launched in NovemberApproved
Send the revised proposalThursdayYou
Share accessMondayArpège
Example · fictional company and data
Prime real estate

Every serious buyer, called back within the hour.

Singular reads requests from portals and email, spots the buyers who match your criteria and prepares a personalized reply for each.

  • Request qualificationAvailable
  • Meeting preparationOn request
  • Proposal follow-upsAvailable
See the prime real estate page
Request qualificationBelvédère Estates
6qualified buyers
Californie · Mr Rossi€4.8MCallback 10 am
Croisette · Mrs Lefèvre€3.2MFinancing to check
Mougins · Mr Haddad€2.9MViewing Saturday
Example · fictional company and data
Executive search

The weekly client update, already written.

Singular pulls together the progress of each search (approaches, interviews, candidate feedback) and prepares each client's weekly update.

  • Matter trackingOn request
  • Proposal follow-upsAvailable
  • Monday morning briefOn request
See the executive search page
Matter trackingArcane Search
3finalists
Former CFO of a listed groupInterview Thursday
CFO of a scale-upInterview Friday
Finance and admin directorAwaiting reply
Example · fictional company and data
Corporate law firms

Your billable hours, never forgotten again.

Singular finds the time spent on each matter in your calendar, emails and calls, and prepares the entries. You approve in two minutes.

  • Time entriesOn request
  • Time-based billingOn request
  • Document collectionOn request
See the law firms page
Time entriesDelmas Law
11 h 40recovered this week
Share transfer3 h 20To approve
Commercial lease2 h 50To approve
Litigation1 h 30To clarify
Example · fictional company and data
Investment funds

Your portfolio reporting, ready in a morning.

Singular gathers each portfolio company's reporting, consolidates the KPIs against your template and prepares the investor letter. You review, you sign.

  • Investor reportingOn request
  • Meeting preparationOn request
  • Monthly client reportOn request
See the funds page
Investor reportingHalcyon Capital
14 / 14portfolio companies consolidated
Revenue+18%Consolidated
Cash€4.2MConsolidated
EBITDAgapTo confirm
Example · fictional company and data

Also for: Family offices and wealth management · Commercial real estate and property companies · Yachting and luxury services.

Approach

Four weeks, without changing tools.

A module runs one specific task end to end, the same way every time. Modules are rolled out one at a time, starting with the one that frees up the most time.

  1. 01

    A one-week audit

    We measure the time your teams spend on each recurring task and price what can be taken over. You receive a fixed-price quote.

  2. 02

    Three weeks to go live

    We connect Singular to your tools (email, calendar, CRM, business software, billing) and set it to your rules. Nothing to migrate, nothing to relearn.

  3. 03

    In production, under your control

    Modules run inside your tools. Anything going to a client waits for your approval, and every operation is recorded in the log.

Engagement planFixed price, agreed before we start
  1. Week 1
    AuditMap of hours by task, three costed projects, fixed-price quote.
  2. Weeks 2 to 4
    Go-liveFirst module in production, set to your rules, teams onboarded.
  3. Then
    OperationMonthly review, exportable log, new modules at the pace you choose.
Modules

One task per module, handled end to end.

Each module handles one specific task, the same way every time, on your rules. 3 are available right away; the others are built on request during go-live.

Proposal follow-ups

Available

Follows up at the right time, with the right message.

Request qualification

Available

Sorts requests and prepares replies.

Meeting minutes

Available

Summarizes the meeting and records commitments.

Meeting preparation

On request

The client file, ready before every meeting.

Time entries

On request

Recovers forgotten hours on every matter.

Document collection

On request

Requests and files missing documents.

Matter tracking

On request

Flags matters that have stalled.

Time-based billing

On request

From time entries to invoices, no re-keying.

Overdue payments

On request

Spots late payments and prepares reminders.

Investor reporting

On request

Consolidates the portfolio, drafts the letter.

Monday morning brief

On request

The week's figures on one page.

Monthly client report

On request

The month's summary, sent to every client.

A specific need
We design the module with your teams.
Under the hood

AI reads. Your rules calculate. You approve.

Calculations (fees, amounts, KPIs) follow your rules, identically every time. When a document is unreadable, Singular flags it instead of guessing.

What comes in
Emails and attachmentsCalendarCalls and video meetingsCRMPDF documentsSpreadsheets
What happens
AI reads the request and the documentsYour rules calculateYou approve, the log records
What goes out
Meeting minutesPrepared repliesReportsTime entriesInvoices readyFollow-ups sent

Why not a consumer AI tool? It doesn't do the same job.

Write, summarize, rephrase
ChatGPT, Claude, CopilotIts strength.
SingularIt uses it, but that's not its role.
Do the work inside your tools
ChatGPT, Claude, CopilotYou copy and paste the result.
SingularIt creates, sends, updates and files.
Calculations (fees, amounts, KPIs)
ChatGPT, Claude, CopilotThe result can change from one run to the next.
SingularYour rules, applied identically every time.
Knowing what was done
ChatGPT, Claude, CopilotUp to you to piece it together.
SingularA log, step by step.
The math

What your repetitive tasks cost you.

Enter your figures. The calculation runs in your browser; nothing is sent to us.

4 h
Minutes, reporting, time entries, follow-ups, searching for documents…
15 people
Partners and executives included.
100 €/h
Salary, payroll taxes and overheads, divided by hours worked. Indicative starting value, to adjust.
50 %
Conservative assumption: half. The audit measures the real figure.
Time spent per year2,820 hours
What this time costs you per year€282,000
Recoverable with Singular, per year€141,000

This is the basis of our quote: the audit measures the time that can really be recovered, and the price we propose must stay well below it.

Check it with an audit
Security and governance

You stay in control. Everything is logged.

These commitments are written into the contract. They are set before go-live, not after.

  • Signed processing agreementA data processing agreement (GDPR) is signed before any go-live.
  • Declared providersEvery provider we use, hosting and AI, is disclosed to you in writing, with the country of processing.
  • No trainingYour data is never used to train a model, neither by us nor by our providers.
  • Human approvalNothing goes to your clients without approval. You decide, module by module, what becomes automatic.
  • Complete logEvery operation is recorded: source, rule applied, result, approval. Exportable as PDF.
  • ReversibilityFull export at any time. Subscription cancellable monthly; you leave with your data and your settings.
LogTime-based billing · Lenoir & Partners
08:00Reading timesheets6 clients
08:01Calculation by client184 hours
08:02Invoices prepared6 invoices
08:02Check against contractsno discrepancy
09:40Approvalby Inès M.
09:40Sent6 invoices
Example · fictional dataPDF export
Photo of Julian Saillard
Your point of contact

Julian Saillard, founder of Singular

I design systems that take over companies' recurring admin work: meeting minutes, sales follow-up, reporting, data entry and reconciliation.

In advisory firms, funds and professional services firms, part of highly qualified teams' time goes into tasks nobody chose. Singular takes it over, on your rules and under your control.

I'm your single point of contact, from the audit to go-live.

  • A fixed price, agreed before we start
  • A go-live date, met
  • Nothing goes to your clients without your approval
LinkedIn
FAQ

Your questions,our answers.

Another question? Ask it during the 30-minute call.

Julian Saillard, founder of Singular, from the audit to go-live. A single point of contact, committed in writing to the price and the date.

Those marked "Available" are ready to deploy. The others are built on request during go-live, on your data and your rules, then maintained like the rest.

Four weeks in total: a one-week audit, then three weeks to put the first module live.

No. Singular works inside the tools they already use: email, calendar, CRM, business software. They approve what needs approving, with no new tool to learn.

Every provider we use (hosting and AI) is disclosed to you in writing, with the country where the data is processed, and we sign a data processing agreement. Your data is never used to train a model.

Before any go-live, we define with you what can be processed, by which provider and in which country. What must not leave your premises does not leave.

Document reading is AI-assisted: an unreadable or ambiguous document is flagged, never guessed. Calculations follow your rules, identically every time. And nothing goes to a client without approval unless you decide otherwise.

It's quoted, because every company has its own tools and rules. After the one-week audit, you receive a fixed-price quote: the go-live, then a monthly subscription covering hosting, maintenance and updates. You know exactly what you pay before we start.

Yes. The subscription can be cancelled every month, and you leave with all your data, your settings and the log.

Next step

Thirty minutes to find out whether Singular is useful for you.

A video call with Julian Saillard. We go through your recurring tasks and tell you frankly what can be taken over, and what can't.

Book a 30-minute call
Emailjulian@singular-agency.com