Inbox triage, intake, scheduling, and follow-ups take hours that should be billable. Our agents take on that work and leave the decisions with your team.
Time at a firm rarely disappears in big blocks. It goes in small pieces: sorting the inbox, chasing a signature, rescheduling a meeting, remembering to follow up.
An agent works that queue through the day. It sorts what arrives, drafts routine responses for review, keeps intake moving, manages the calendar, and tracks follow-ups until they close. Your people approve anything that matters. When a firm has a heavier process, like assembling recurring client reports, we build a custom agent for it.
Reads and sorts incoming mail, drafts routine replies for approval, and flags the messages that need a professional’s attention.
Responds to inquiries quickly, qualifies them consistently, and runs the follow-up sequence through to a decision.
Books, confirms, reminds, and reschedules, and keeps availability visible across calendars.
Access is scoped to the narrowest set of systems that does the job, we do not train models on your client files, and you receive a written description of exactly what the agent can read before it runs.
Only if you decide it should. Everything starts as drafts for approval, and many firms keep that arrangement permanently. Most of the time savings come from the preparation rather than the sending.
That describes most of our clients. We handle the technical work. Your team reviews drafts and decides what goes out, which they already do today.
Tell us where your firm’s time goes and we will map one workflow, scope an agent, and show you the difference.
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