Not a chatbot. A single agent that understands your transactions, works across email, meetings, chat and documents, and takes action — with your approval, never just chats.
In Greek myth, Athena was the goddess of wisdom, strategy and skilled craft. She was prized not for raw force but for sound judgement — the deity you wanted in the room when the stakes were high and the details mattered.
That is the standard we set for REXE's assistant. Athena is measured, grounded in the facts of your matter, and built to advise and act with care — counsel you can put in front of a regulator, not a clever talker. Wisdom, applied to property transactions.
Every answer is anchored in your live matter data — parties, documents, escrow, deadlines, AML status — not a generic language model guessing from training data.
Athena doesn't only answer. She can draft the deed, run the conflict check, create the task, advance the matter, file the SAR or book the settlement — and every action that changes data waits for your one-click approval first.
The same brain works inside the REXE web app, Outlook, Word, Microsoft Teams, and a Microsoft 365 Copilot agent — so practitioners meet Athena where they already work.
Role- and designation-gated, fully audited, company-scoped, and EU-resident — so a notary, an MLRO and a marketing manager each get exactly the assistant they're permitted to use.
Everything below has shipped and runs in production under one AI Studio front door — chat, workflows, the email assistant, file notes, custom agents, plus usage insights and a full audit trail.
Ask in plain language and get an answer that references your actual transaction data. Athena adapts to who is asking across Operations, Compliance, Marketing & BD, and Strategic expertise — each gated to the right roles.
Athena uses real backend tools to do work: draft a deed or letter, run a conflict-of-interest check, create and assign tasks, advance a matter stage, file a SAR/STR, or book a settlement. Anything that writes data is approval-gated.
Athena reads and reasons over your documents — ask questions across a matter, run freshness checks, extract fields, compare versions for conflicts, and run bulk operations across up to 100 documents with an optional AI synthesis exported to Word.
Inside Outlook and the web app, Athena auto-drafts replies in your tone, triages and categorises incoming mail, suggests follow-ups, and follows your custom instructions and per-firm knowledge base.
Athena joins your meetings on Microsoft Teams, Google Meet and Zoom, transcribes them, and produces minutes, action items, suggested tasks and risk flags — then lets you review and approve which tasks to create.
Turn calls, WhatsApp threads and meetings into clean, AI-generated file notes attached to the matter — capturing what was said and what to do next.
Every task is risk-scored and routed to one of five lanes: handle automatically, draft-for-approval, the human PA pool, a dedicated PA, or escalate to a fee-earner. Routing ships switched off and is enabled per firm.
Pre-built and role-specific automation templates, plus the ability to compile a workflow from a natural-language description — Athena turns "when X happens, do Y" into executable steps, with approval on anything that writes.
Admins can author tenant-private specialist agents without engineering — pick the tool subset, scope the knowledge base, set permissions. Opt-in practice-area packs (Property M&A, Real-Estate Tax, Investor-Immigration) ship out of the box.
Athena can answer questions about your partner directory and partners' product and rate offerings to support referrals and recommendations.
Earlier "named" bots were unified into a single Athena — so there's no agent-picker friction. The right expertise is chosen automatically and limited to the caller's permissions, across every surface.
Athena is designed for firms that can't take chances with client data or regulation.
Every data-changing action requires explicit approval; high-risk work (money, AML/KYC, signing) is always escalated to a qualified person and can never auto-fire.
What Athena can see and do is filtered by the caller's role and regulatory designation — only an MLRO can file a SAR, for example.
Every action is isolated to your organisation's data. Every run — prompts, tools used, tokens, outcomes — is recorded in the Audit trail and the AI-agents compliance register.
AI processing is logged in the records of processing activities (ROPA). Powered by Anthropic Claude and OpenAI, with Azure Speech for transcription and Recall.ai for meeting capture.
In active development and not yet available — shared so you know where Athena is heading.
From email to action item to completed task — Athena closes the loop. Book a walkthrough grounded in a transaction like yours.