Delivering efficiency and empowering growth.
Go further with tailored solutions built for firms who value time, efficiency, and growth.
Our Services
Increase Your Efficiency Make your life easier.
Timesaving Integrations.
Imagine being able to auto-populate contracts or see when invoices are paid in your CRM. Game changer!
Helpful Automations.
Never forget to save an attachment or send a report. Use automations to never drop the ball again.
Lifechanging AI.
From generating meeting notes to extracting data from documents, artificial intelligence is here to lighten your load.
About RooksDM
Delivering Results with Microsoft Powered AI & Automation Solutions
Integrated with Tools Advisors Rely on Daily
Testimonials
Just a great experience all around.
All conversations stayed on track and never felt like we were being cross sold products that were irrelevant to our needs.
Excellent at helping streamline.
Rooks was able to understand the platform, narrow down what we were using and identify what features best suited our needs.
We ended up with really great tech.
Our processes and service offerings are far better and clearer to explain to our clients and prospects.
RESULTS GUARANTEED
At RooksDM, we offer a One Meeting Guarantee. If you don’t see the value in our services after one meeting, you can walk away no strings attached.
Case Studies See our work in action
Ready to get 1-hour of your day back?
Let’s chat to find the right technologies to save you time!