An AI back office that handles the admin, and asks before anything goes out.
We set up AI agents that sort what comes in, draft replies, chase what is late, and keep clients updated. Anything that leaves your business waits for your OK until you trust it.
How it works
- 01
Map the work
We list every repeat task that eats your week and pick the two or three worth automating first.
- 02
Build the agents
Each agent does one job well, like sorting inquiries or chasing invoices, inside the tools you already use.
- 03
Keep you in charge
Drafts land in an approval queue on your phone. You tap approve, edit, or skip. We loosen the leash only when you say so.
- Inquiry sorting and draft replies
- Payment and retainer reminders
- Scheduled client status updates
- A morning brief on your phone
- An approval step on anything that leaves your business
- Plain English notes on how each agent works
- Agents that send money, sign documents, or delete records
- Professional, legal, or medical advice of any kind
- Tools we cannot get proper delegated access to
Starting point. Scoped after a free 30 minute call. Most start with one or two agents and a monthly care plan.
Questions people ask first.
Don't see yours? Ask it and you'll get a straight answer.
Ask a questionWhat if an agent gets something wrong?
Anything that leaves your business waits for your approval, so a bad draft never reaches a client. We review the first few weeks with you and tune the agent before giving it more freedom.
Which tools does it work with?
Email, calendars, spreadsheets, common CRMs, practice management tools, accounting tools, and texting. If something cannot connect safely, we tell you before you pay for anything.
Do you need my passwords?
No. We ask for delegated access or a user invite. When a tool does not support that, we use a one time secure link, never a password in an email.
Is my data used to train AI models?
We set up business accounts with providers whose terms keep your data out of model training, and we tell you which ones we use.
Often paired with
After hours assistant
Missed calls texted back, web inquiries answered, consults booked, and a 7:00 AM brief.
Learn moreAI implementation
Connected to your email, calendar, and files, so it answers with your facts.
Learn moreOperations
We map how work really moves and cut the steps that add nothing.
Learn moreWant to see if this fits?
A free 30 minute call. You leave with at least one useful idea, whether you hire us or not.