AI Support Agent

Your client asks a routine question at 7 p.m. You want the answer taken from material you already approved. A person at your firm still reviews anything legal or about money.

The agent sits with the written AI policy on AI governance. It does not replace your lawyer, your accountant, or your advisor.

For Trades & Contractors For Salons, Clinics & Studios

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Send your name and email. You hear back within one business day. This page has no published price.

The same question, a different firm.

Each scene is a question you already answer. The agent reads the note, the checklist, or the status you approved. It does not invent the file.

Law firms, the night before a filing. The client asks whether the filing went in. The agent reads the matter note you approved. It does not draft the pleading, and it does not touch privileged instructions.
Accounting practices, the week of the close. The client asks whether the return was filed. The agent reads the status you published. It does not invent a figure.
Your bookkeepers, the morning the package is due. The client asks for last month's package. The agent points at the file you already shared.
Your tax preparers, on a deadline night. The client asks which document is still missing. The agent lists the items you marked missing. It does not rewrite the notice.
Your financial advisors, the day before a review. The client asks when the meeting is. The agent reads the calendar note you approved.
Your wealth managers, before a family meeting. The family asks for the agenda. The agent sends the agenda you wrote. It does not summarize the trust.
Insurance agencies, on a renewal. The client asks whether the renewal was submitted. The agent reads the status on the file you updated.
Your mortgage brokers, while the file is in underwriting. The client asks which documents are still outstanding. The agent lists them from your checklist.
Your consultants, the week of a workshop. The client asks for the next date. The agent reads the date you posted.
Your architecture and engineering firms, the day a set goes out. The client asks whether the drawings were sent. The agent reads the transmittal you logged. It does not stamp a drawing.
Your HR consultancies, with a policy still in draft. The client asks for the status. The agent reports the status you set. It does not rewrite the letter.
Your property managers, after a work order. The owner asks whether the ticket was opened. The agent reads the ticket you created.

What you get, and what stays with you.

Answers from material you approve

Status, missing documents, meeting times, and files you already shared. You choose what the agent may read.

A person still reviews the hard parts

Anything legal, anything about money, and anything you have not approved stays with someone at your firm.

No published price on this page

Book a Discovery Call. We reply within one business day with scope. The written policy still lives on AI governance, and the paid first look is the AI Liability Assessment.

The agent does not give legal advice, does not move money, and does not post to a client file outside the rule you set.

Book a Discovery Call