A practical extra pair of hands for repeat work

Important work keeps slipping between your inbox, files, and people.

We set up and manage an AI agent for one job your team repeats. It follows your rules. It works only with tools you pick. And it stops for a person any time a call needs judgment.

Book the free assessment Preview workflow fit See everyday examples

Here is what the handoff looks like

Work comes in

Email, form, file, or scheduled task

Agent prepares the work

Checks, gathers, organizes, and drafts

You approve important decisions

Nothing sensitive skips the right person

Done and recorded

The result goes back to the agreed business record

What is a managed AI agent?

Think of it like handing a good assistant a very clear checklist. The software reads the information you approve. It preps routine work. It keeps the record current.

It is not a person. It does not replace human judgment. We set it up, watch the agreed work, and help fix problems. Your team stays responsible for approvals and professional decisions.

One useful responsibility done consistently is the goal, not an all-knowing robot.

See what might fit your business

Pick work you already recognize.

Choose your industry to see three possible starting points, or browse common tasks. Every example is illustrative. Your pilot begins with one primary responsibility, not a bundle of everything on this page.

Common tasks we can discuss

These help spark ideas. Picking one here does not add it to your pilot.

Keeping everyday work moving

Working with documents and know-how

Preparing and following up

Checking records and recurring tasks

What kind of business do you run?

Routine legal-office tasks, while attorneys keep control of advice, privilege, and client decisions.

Choose one routine to explore

Example workflow

New matter intake check

Check a new request for required information before review.

Assess my workflow

What starts it: A new matter or engagement request enters the intake queue.
What it can use: Approved intake rules, service scope, conflict-check status, and assigned reviewer.
When a person steps in: A professional approves acceptance, scope, conflicts, advice, and any client-facing response.
What it prepares: A completeness summary and draft request for missing items.
Where it is recorded: The firm intake or practice-management record.
What the agent does: 1.Read the submitted fields and attached-file inventory.
2.Compare the intake against the approved completeness checklist.
3.Prepare missing-item questions and route exceptions.

How you could judge whether it helps

• Time to complete intake
• Missing-item loops
• Exceptions routed correctly

Decisions that stay with people

• Whether to accept the work
• Professional advice
• Final scope and pricing

From idea to a managed routine

Four clear steps. You are involved at every important point.

We learn the routine

A real person runs the Workflow Assessment. We look at the work, where your information lives, and who makes the big calls.

We draw the boundaries

Together we pick one clear job. We pick the tools it may use. And we pick the moments a person must step in.

We build and test it

We set up the agent and test it with you. We launch only once the handoffs and approval steps are clear.

You choose what happens next

We manage it for 14 days after launch. Then you take it over, or we keep running it. Nothing renews automatically.

Simple starting prices

Start small. Continue only if it makes sense.

Currently free

Free Workflow Assessment · Up to 60 minutes

A human review of one repeatable workflow. We look at fit, records, approval needs, and open questions. It is temporarily free while we work with early clients.

$350 one time

Managed Agent Pilot

For eligible workflows. Includes setup, launch, and 14 calendar days of management after launch. At the end, we can hand the agent setup over to your business. There is no automatic subscription.

From $500 a month

Optional ongoing management

Keep us managing the same agreed workflow after the pilot. Final pricing depends on the approved operating scope.

Keep it yourself or let us manage it.

After the pilot, we can hand the setup to your business. Your team can then run it alone. Would you rather not manage it? We can keep running it, from $500 per month. Nothing renews automatically.

One clear job for the first agent

Your first agent starts with one main job. We add new skills only when they fit that same role, the same systems, the same approval rules, and the same scope. Anything else needs its own assessment and its own price. That includes new jobs, new agents, new workflows, new systems, and new tool hookups.

You keep the important decisions

A named person approves every legal, financial, safety, contract, hiring, and pricing decision. The same goes for any other professional or sensitive call. The agent supports admin and operations work only.

You can see what happened

Your usual business app stays the official record. We can track work finished, items that got stuck, and how much review it took. We do not promise a guaranteed return.

More than one way to work together

The focused pilot is the front door. The rest of the firm is still here.

Need more than one managed workflow? Look at our broader implementation work. See the kinds of projects we build. Or read the guides behind how we work.

Case studies AI implementation services Read practical AI guides

A quick multiple-choice preview

Could one nagging routine be a good first workflow?

Book the free assessment Preview workflow fit instead