Answers from material you approve
Status, missing documents, meeting times, and files you already shared. You choose what the agent may read.
AI Support Agent
Your clients get answers at 7 p.m., from material you already approved.
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 works alongside the written AI policy you get with AI Governance. It does not replace your lawyer, your accountant, or your advisor.
Book My AI ConsultationWe scope the AI Support Agent after the $1,000 AI Liability Assessment.
The routine questions your clients already ask.
78% of people who use AI at work bring their own AI tools, and 80% at small and medium-sized companies do the same (Microsoft Work Trend Index, 2024).
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 reply to the tax 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 edit the draft policy.
- Your property managers, after a work order. The owner asks whether the ticket was opened. The agent reads the ticket you created.
- Client: Did my return get filed?
- Agent: Yes. Your firm marked it filed. Anything else I can help with?
Sample. The agent answers only from the status you published. A person at your firm still reviews anything legal or about money.
What you get, and what stays with you.
A person still reviews the hard parts
Anything legal, anything about money, and anything you have not approved stays with someone at your firm.
$2,000 build fee + $500/mo
The $2,000 build fee is credited in full against months 1–4. Within 30 days of your first invoice and first payment, our guarantee refunds the build fee and your first month in full. After 30 days, if you cancel before month 4, the part of the build fee not yet credited is not refunded.
Book My AI Consultation. The written policy still lives on AI governance.
Every monthly service has a 30-day money-back guarantee. If you are not happy, tell us within 30 days of your first invoice and first payment and we refund your entire first invoice. No questions asked. Full terms on /terms.
The agent does not give legal advice, does not move money, and does not post to a client file outside the rule you set.
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Send your name and email.
Common questions
Does it give legal or financial advice?
No. Anything legal, anything about money, and anything you have not approved stays with someone at your firm.
What does it cost?
$2,000 build fee + $500/mo. The build fee is credited in full against months 1–4. Within 30 days of your first invoice and first payment, our guarantee refunds the build fee and your first month in full. After 30 days, if you cancel before month 4, the part of the build fee not yet credited is not refunded.
Is there a money-back guarantee?
Every monthly service has a 30-day money-back guarantee. If you are not happy, tell us within 30 days of your first invoice and first payment and we refund your entire first invoice. No questions asked. Full terms on /terms.