We set up AI agent teams that take the busywork off your team, from intake and reports to emails in your voice.
Who it's for: Any business or team with work to hand off. We work with law firms, property managers, real estate and mortgage offices, insurance agencies and other regulated businesses, plus trades, professional services, retail and commercial companies. If your people spend hours on intake, follow-ups, reports or email, we can help.
For teams
We start with the work that takes your people the most time. Here are some of the things we set up.
A public web form plus a staff form for phone, walk-in and email inquiries. Each inquiry is sorted by your own rules, routed to the right person, and flagged for review when an answer is unclear. Out-of-scope requests get a referral draft.
Client emails, document requests and referral notes, written in your voice. You decide which ones wait in a queue for a person on your team to approve and send from your own address, and which go out on their own using wording your reviewer approved once.
We set up booking through your own scheduling and payment accounts. Clients pick a time, choose phone or video, and pay to hold the slot if you charge for consults. The calendar entry, confirmation and reminders follow.
Report builders set up for your own templates and data, in your branding, such as owner rental analyses. Your team supplies the inputs and owns the numbers, then reviews each finished report.
A regular one-page summary of the numbers you track, with a suggested fix for each problem it finds. Ready before your weekly meeting.
Brand guides, logos, a new or refreshed website, brochures and proposals that all look like your company.
Proposals, offer letters, guides and summaries set up as reusable templates in your branding. Your own counsel or HR approves the final wording of any legal or employment document.
Email sequences to owners, prospects or past clients, with opt-out handling. Every message stays a draft until a person sends it.
A short summary at the time you choose: what came in, what is scheduled, what is waiting on whom and what is overdue. Follow-up drafts are queued when they come due.
We look at how work moves through your office and set up AI agents to take on the repetitive steps. If it isn't listed here, ask. We scope other workflows on the call.
How it works
We learn how work moves through your office today: what comes in, who decides what, and the reports, templates and emails you already use. Then we pick the first workflows to set up.
We build your AI agent team on sample data only, whether that's intake, report builders, branding or other workflows. No live client data until our agreement, with its confidentiality terms, is signed.
Your reviewer signs off on all client-facing wording, reports and materials. Then we connect the tools the work needs, such as your mailbox, calendar, document storage and client records.
After a full test and your OK, we switch it on, whether that's a single report builder or a full AI agent team. You choose which client messages wait for approval and which go out on their own. From there we keep working with you, adjusting what's running and setting up the next workflows.
Our work
An AI agent team built for a California law firm: a public intake form with conflict check questions and a referral screen, rules that route each matter to the right attorney, a staff approval queue, pay-to-book consults with reminders, and a new website and brand guide.
An AI agent team built for a property management firm: owner rental analysis reports, a short-term rental performance scorecard with suggested fixes, branded proposals and marketing materials, and outreach drafts to prospective property owners.
First call
How work comes in and gets done today, who decides what, and the templates, scripts and emails you already use.
Which steps it could take on for your team, from intake and email to reports, branding and other workflows.
The steps from test mode to go-live, and what we would need from you: your people and rules, your wording and voice, and access to your tools.
We'll tell you honestly whether it's a fit and what a setup would look like.
Questions
Intake and screening, booking and payments, report builders, scorecards, branding and websites, document templates, outreach drafts and other workflow improvements. Every business is different, so we work out the right starting point with you on the first call.
Only what you choose. Any client-facing email, text or message can be held as a draft until a named person on your team approves and sends it. Messages you choose to automate, such as booking confirmations and reminders, use wording your reviewer approved once and then go out on their own.
Your company's mailbox, calendar and meeting tool, document storage, your customer or client records, your booking system, and payment links if you use them. Some systems only allow certain actions inside their own app, so we check what your plan supports early and set up a one-click step for your people where needed.
Nothing real is used until our agreement, with its confidentiality terms, is signed. Until then, everything runs in test mode on sample data. After that, your data stays in your company's approved systems. It is never shared with other clients, and we never ask for passwords in chat.
No. It routes those questions to a qualified person on your team, and your people make every decision on customers, clients and money.
Contact
We map how your team works today and show what an AI agent team would handle for you.
Book a call