Our Services

AI Agents Custom Built for Your Work

Each one is built to fit your workflows, ensure compliance, and deliver real results.

Here are the AI agents available. You can pick and choose what fits your needs, we only build what you want.

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Offline Private AI Systems

We build private AI systems that run only on your own computers, like your own offline ChatGPT that never uploads data online. Handle paperwork, find answers, and gain insights with complete control and no sharing of your data.

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Sales Teams

AI-powered sales automation that qualifies leads, books appointments, and nurtures prospects 24/7.

Voice AI Agents

→Our AI Agents don't just handle calls; they liberate your team from repetitive scripts by qualifying and booking appointments with natural, authentic flow
→They adapt to your brand's tone, ensuring every conversation feels trusted and personal, not robotic
→Final scripts and outreach strategies are always refined by your team, preserving the human spark in every conversation

SMS & Email AI Agents

→AI Agents conduct dynamic, two-way conversations with prospects, 24/7 with no burnout
→Your brand voice shines through, every message resonates, and every response feels familiar
→Your team remains in control, approving final workflows to ensure they're perfectly aligned with your values

AI SDR Agents

→These AI Agents never stop, automating outreach and qualification to fill your pipeline with warm, ready-to-close opportunities
→They relieve your team of cold-call fatigue, so they can focus on what humans do best: building relationships and closing deals
→Human oversight guarantees your SDR automations stay sharp, strategic, and compliant

AI Business Automations

→Free your team from low-value busywork. These AI Agents tackle repetitive workflows and handoffs, so your staff can shine
→Every workflow becomes faster, smarter, and more consistent, giving your team back valuable hours
→Human validation at key points ensures your business runs with precision and a personal touch

CRM AI Automations

→AI Agents tag, track, and update your pipeline in real time, turning follow-ups into natural progressions
→Integrated SMS and email triggers guide prospects smoothly through the journey, eliminating manual chasing
→You stay in the driver's seat, ensuring every move aligns with your unique process and client experience

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Private Medical Practices

Enhance patient experience with automated scheduling, follow-ups, and administrative tasks that free up your staff.

Dynamic Patient Follow-Up & Reactivation AI Agent

→AI Agents adapt messages to each patient's journey, never sending generic campaigns
→Patients feel seen, remembered, and cared for because your staff is free to focus on clinical excellence
→Every outreach is reviewed for compliance and patient safety, always

AI Summarizer & Data-Driven Treatment Planning Agent

→AI reads patient notes and preferences, creating clear, actionable insights for your team
→Your clinicians make faster, smarter decisions, never distracted by paperwork
→Final treatment plans are always crafted by your licensed professionals, maintaining the highest standard of care

Patient Inquiry AI Assistant for Inquiries & Pre-Sales

→Instantly answers general, non-clinical questions like downtime for filler or pricing basics
→Complex medical questions are handed off to your team for personal, expert responses
→Patients experience immediate, luxury-level service while you remain the trusted medical voice

AI-Powered Treatment Plan Optimizer Agent

→For advanced protocols, AI suggests tailored enhancements to treatment plans
→Patients feel your clinic is cutting-edge and personal, never cookie-cutter
→Licensed professionals always make the final decision, ensuring safety and satisfaction

Compliance & Consent Safety Net AI Agent

→AI tracks consents and flags missing items, no regulatory surprises, ever
→Summarizes in plain English so patients understand, building trust and transparency
→Final compliance oversight stays with your team, upholding your reputation and patient safety

Intelligent Content & Marketing Copy AI Agent

→AI drafts personalized, clinically accurate outreach that your staff simply approves
→Uses real patient data like 'three months since last Botox' while maintaining privacy
→Human review ensures every outreach is aligned with your values and brand voice

AI for Business Insights & Revenue Optimization Agent

→AI pinpoints missed revenue and patient trends so you can grow strategically
→Staff reviews final insights to ensure they're actionable, not just numbers
→Your clinic becomes not just successful but exceptional

AI-Powered Staff & Workflow Coordination Agent

→AI synchronizes CRM, EHR, and scheduling so no detail is missed
→Staff see exactly what matters next, keeping care consistent and thorough
→Final accountability remains with your clinical team, so trust and safety never waver

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Legal Firms

Streamline client intake, automate routine tasks, and focus your expertise on high-value legal work.

AI-Powered Document Intake & Categorization Agent

→Instantly organizes client documents like contracts, pleadings, and discovery materials for rapid retrieval
→Intelligent tagging ensures everything is easy to find and audit-ready, saving your team time and stress
→Final document oversight remains with your legal professionals to maintain confidentiality and privilege

Transaction & Reconciliation Automation Agent

→AI matches financial transactions, retainer balances, and expense tracking so nothing slips through the cracks
→Flags unusual entries to protect against errors and compliance risks
→Final reconciliation is always human-verified to ensure rock-solid accuracy

AI-Enhanced Compliance & Audit Support Agent

→Monitors legal work and filings to align with your jurisdiction's ethical and regulatory standards
→Proactively flags missing documents or compliance red flags, so you stay ahead of potential audits
→Your team maintains final control to ensure everything meets the highest professional standards

Draft Preparation & Filing Agent

→Drafts initial versions of client letters, memos, and filings based on your past work and style
→Speeds up routine drafting so your attorneys can focus on strategy and client relationships
→Final review and sign-off always by your licensed professionals — because no AI replaces your legal judgment

Client Communication Automation Agent

→Sends secure, personalized updates to keep clients engaged and confident throughout the process
→AI drafts reminders and check-ins in your firm's voice, maintaining your personal touch
→Human review ensures every message is accurate and aligned with your client relationship strategy

Knowledge Management & Analytics Agent

→Surfaces insights from your past briefs, research, and client work to strengthen future cases
→AI organizes templates and best practices so your attorneys have everything at their fingertips
→Your team uses these insights to refine your practice and elevate your reputation

Custom AI Workflow Integrations & Orchestration Agent

→Integrates seamlessly with your case management and billing tools to automate handoffs and status tracking
→Keeps your team focused on high-value legal work, not repetitive admin
→Final workflow decisions and supervision always rest with your attorneys

Client Portals & Self-Service Agent

→Secure, AI-enhanced portals let clients upload documents, track progress, and find updates without constant emails
→Automated FAQs reduce repetitive questions while ensuring clients feel informed and supported
→Your team maintains final control over the portal experience, so it always reflects your firm's standard of care

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Accounting Firms

Automate client onboarding, streamline data collection, and deliver faster, more accurate financial services.

AI Document Intake & Summarization Agent

→Instantly labels, sorts, and summarizes client documents, giving your staff back hours
→No more missed items or repetitive data entry; your team finally breathes easy
→Final organization and compliance checks always remain with your professionals, safeguarding accuracy and trust

Compliance-Aware Reconciliation Agent

→Matches transactions across every channel, catching errors before they become headaches
→Reduces friction and protects your reputation. Your clients see your firm as the gold standard
→Final approvals stay in your team's hands, ensuring ultimate accuracy and peace of mind

Tax Support Copilot Agent (GPT-4o)

→Drafts deduction memos and client summaries in your firm's tone, instantly
→Answers routine tax questions, freeing your staff to focus on strategic advice
→Licensed professionals finalize all drafts to ensure bulletproof compliance and client trust

Client Q&A Copilot Agent

→AI Agents handle common questions in your firm's voice, no generic chatbots here
→Complex issues are automatically escalated to your human experts
→Your clients feel supported and valued at every touchpoint

Secure Approval Workflow Agent (Human in the Loop)

→AI drafts are pre-filled and routed to your team for final review, eliminating busywork and bottlenecks
→Signature flows and audit trails ensure your processes are compliant and confidence-inspiring
→Final sign-offs remain completely with your licensed professionals

Adaptive Compliance Tracker Agent

→AI monitors updates in IRS, state, and GAAP regulations so you're never caught off guard
→Final implementation is reviewed by your team, ensuring every move is strategic and compliant
→Your clients see a firm that's always ahead of the curve

Email & Reminder Automation Agent

→Reminds clients about missing documents or deadlines with warm, personalized nudges
→Consistent follow-ups that show you're proactive and professional
→Final messaging stays in your control, maintaining your brand's integrity

Smart Report Generator Agent

→Creates IRS and GAAP-ready documents from raw data, saving hours of reformatting
→Uses approved formatting and language templates for total accuracy
→Final reports are reviewed by your team to ensure they're as precise as they are impressive

Ready to Get Started?

Let's discuss your specific automation needs and design a solution that works for your business.

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