The things everybody asks us first.
What an agent actually is, what the morning brief is, how long it takes, what it costs, and what happens when it gets something wrong. Written the way we would answer it on the phone.
Not here? Just ask us.
The free half hour is the fastest way to get an answer about your business specifically. No commitment and no pitch, and we answer the form within a business day.
Software that does one job the way a good employee would. It reads, writes, looks things up, files things, and follows the rules you give it. The difference from a chatbot is that it does the work instead of telling you how to do it. Nobody has to learn a new app: it works inside the email, files and systems you already use. Most of our clients end up with a few agents, each doing one job well, rather than one that tries to do everything.
A short note that arrives before your day starts: what came in overnight, what is due, what is running late, what money moved, and the one thing worth doing first. It reads like a good assistant wrote it, because that is what it is doing. Clients tell us it is the piece they would keep if they had to give up everything else, because it replaces the nagging sense that something is being missed with a list you can act on in two minutes.
An automation is a fixed path: when this happens, do that, every time. Great for receipts, follow-ups and moving information between systems. An agent handles the jobs where judgment is involved: reading a document and deciding what matters, answering a question out of your files, writing a first draft. Most builds use both, and we pick whichever is the simpler answer for the job.
No, and most of our clients do not have one. We set it up, train your team on the few things they need to know, and support it from there. If your people can use email, they can use what we build. You are not handed a toolkit and wished luck.
The first working automation is usually live within a few weeks. A full build runs about twelve weeks. We scope the timeline with you before any build work begins, so nothing turns into a surprise halfway through.
We do not sell off a menu. The free intro call ends with a plain list: what is worth automating first, what it would take, and what it would hand back. Payback is exactly what that call answers, because we run the numbers against your own operation before you commit to anything.
We build into the tools your team already opens rather than asking anyone to switch. Practice management, document storage, accounting, CRM: we scope the connections up front so you see exactly what talks to what before any work starts. Nobody has to change how they work to make our part run.
It is built to say it is not sure and hand the item to a person, rather than guess. Answers come out of your own files, so if the answer is not in your archive the agent says so instead of inventing one. And before anything goes live we deliberately throw bad inputs and trick questions at it to make sure it stops rather than improvises.
Yes. What we build runs on a computer in your own office, on your own network, encrypted. Your files are not shipped off to an outside service and nobody else's system learns from them. For law firms this is what keeps attorney-client privilege intact and lines up with ABA Formal Opinion 512 and Rules 1.6 and 5.3.
Handoff includes two training sessions and written instructions in plain English. After that you have us for questions, updates and monitoring, and the dashboard keeps counting what the work saved. As you want more, we add it through the same steps. You are not passed to a helpdesk that has never seen your business.
Most consultants advise and leave. Most tools are generic and route your information through somebody else's servers. We build a working system that lives in your office, fits how you already work, and reports what it saved. We stay involved after launch because our work gets judged on what it produces for you, not on the deck we presented.
Not at all, and it usually helps: it means your people are not afraid of it. We look at what is in use, point out anywhere your information is leaving the building, and build the better version where it actually matters. We are not here to replace everything you have.
Bring your question to the call. It is free.
Half an hour with the people who would build it. We go through your week, tell you what is worth handing off and what it would cost, and answer whatever else is on your mind.