Keep billable people off admin

Agents handle intake, reporting and follow-up so your people do the work clients pay for.

What this fixes

Every hour on intake and reports is an hour not billed.

Billable time lost to admin
Every hour on intake and reports is an hour not billed.
Intake is inconsistent
Whoever answers decides how good the first impression is.
Reporting eats a day a month
Client reports get rebuilt by hand, every month.

More billable hoursLess admin, more work that earns

Consistent intakeThe same good first impression every time

Reports on autopilotDelivered, not built by hand

Can it handle several clients?

Yes. Knowledge and rules can be scoped per client or per service line.

Is client data separated?

Yes. Access is role-based and scoped, and data stays in your environment.

Can it be white labelled?

Yes. It can carry your brand for client-facing use.

Where do we start?

Usually intake and reporting, the two that eat the most billable time.

Internal agents that do a defined job end to end: intake, quoting, scheduling, data entry, research, reporting.

Your numbers pulled, cleaned and delivered on a schedule, with plain-language notes on what changed and why it matters.

The company brain: one place for policies, prices, process and answers, with sources so staff trust it.

The same approach, shaped to other trades.

Techs are under a sink or up a ladder. The caller hangs up and dials the next company.

One or two people manage the phone, the schedule, check-ins and insurance questions.

The firm that answers first and screens well wins the case.

Book a 20 minute call. We will ask about your calls, your leads and your admin, and tell you honestly what is worth doing first.