Industry Solutions

AI staff for professional services firms that can't afford to miss a lead, invoice, or deadline.

AI staff for regulated professional services — starting with law firms, financial advisory, and health insurance brokerage.

Active

Law Firms

24/7 intake, follow-up, billing, and matter coordination — designed around NYC Bar AI ethics opinions and IOLTA segregation.

ClioMyCaseLawPayMicrosoft 365
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Active

Financial Advisory

Prospect intake, annual review coordination, billing, and compliance reminders — built around FINRA and SEC regulatory expectations.

RedtailWealthboxOrioneMoney
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Active

Health Insurance Brokerage

AEP intake, enrollment follow-up, commission tracking, and CMS marketing compliance — with bilingual English/Spanish deployment.

SunfireHealthSherpaAgencyBlocRadius
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Coming Q3 2026

Accounting & CPA

Tax season intake, document collection automation, filing deadline tracking, and client billing — configured for QuickBooks, Xero, and practice management tools.

QuickBooksXeroTaxDomeKarbon
Coming Q4 2026

Healthcare Admin

Patient scheduling, insurance verification follow-up, billing cycle management, and compliance documentation — built for multi-provider practices.

AthenahealtheClinicalWorksQuickBooks

Ready to See It in Action?

Book a free 20-minute AI Operations Discovery Call. We'll walk through how the agent team maps to your workflow — intake to invoice.

Book a Discovery Call