AI agents that run your business the way your best people would.
We learn your business and find your bottlenecks. Then we build your end-to-end agentic workflow, from the first click to the signed contract and everything after, so the business runs profitably, smoothly and efficiently.
We don't sell you a chatbot. We rebuild the workflow.
Every agent we build starts with how your business actually makes money, and where it leaks.
Learn the business
We sit with your team, your CRM, your phones and your numbers. We learn how a lead becomes revenue, and who touches it along the way.
- Unit economics
- Team roles and handoffs
- Systems and data
Find the bottlenecks
We measure where time, money and leads are lost: slow responses, manual follow-up, messy intake, reports nobody trusts.
- Speed-to-lead
- Drop-off by stage
- Hours lost to busywork
Build the agentic flow
We design and build agents that each own one job, connected to your tools and to each other, with humans approving what matters.
- Intake, follow-up, scheduling
- Docs, billing, reporting
- Ads optimized to revenue
Run and improve
We operate it with you. Every outcome is fed back into the system, so the agents and your ad spend get sharper every week.
- Weekly tuning
- Slack alerts and approvals
- Revenue-based scorecard
A car-accident lead at 9:47 PM. Signed by 10:31 AM.
Here's how a law firm's agentic workflow handles one lead, end to end. Each agent does one job, hands off to the next, and asks a human when it should.
Agent workflow
Agents for every part of the business.
Sample agents we build for law firms, plus the agents that fit any lead-driven business. Yours are designed around your bottlenecks.
24/7 intake agent
Answers calls, texts, chats and forms in seconds, day or night. Collects the facts of the case and never puts a caller on hold.
Case qualification and conflict check
Scores each case against your criteria, flags statute-of-limitations risk, runs the conflict check, and routes good cases to the right attorney.
Retainer chase agent
Sends the retainer for e-signature, follows up by text and email on a schedule, and alerts the team when a hot case stalls.
Client update agent
Keeps clients informed on case status, using the case management system, so the front desk isn't stuck answering "any update?" calls.
Medical records agent
Requests records and bills from providers, tracks what's missing, and files everything to the matter as it arrives.
Cost-per-signed-case agent
Watches spend by campaign, keyword and case type every day. It alerts you in Slack and moves budget, with your approval, toward what actually signs.
Speed-to-lead concierge
Replies to every lead in seconds, qualifies them, and books the appointment. See the live real estate demo →
Pipeline and budget agent
Connects ad spend to booked and closed revenue by market, and flags leaks and headroom before the monthly report would.
Nurture agent
Follows up with every lead that isn't ready yet, by text and email, at the right moment, and hands them back to sales when they're ready.
Offline conversion agent
Sends signed, scheduled and closed outcomes from your CRM back to Google, Meta and Microsoft, as hashed data only.
Lead quality agent
Catches spam, duplicates and bad-fit leads at the door, and tells the ad platforms which sources to avoid.
Reporting agent
Sends a plain-English summary of what happened and what to do next in Slack every morning, with numbers that match your CRM.
Scheduling agent
Books, reschedules and reminds by text, synced to your team's calendars, with no back-and-forth.
Document collection agent
Requests, chases, checks and files the documents a deal or case needs, and flags anything missing.
Billing and collections agent
Sends invoices, reminds clients politely, and alerts you when an account is overdue.
CRM hygiene agent
Fixes duplicates, missing fields and stale stages, so every other agent and every report works from clean data.
Internal ops assistant
Answers your team's questions from your playbooks, policies and past cases, right in Slack.
Review and referral agent
Asks happy clients for reviews and referrals at the right moment, and tracks who sent whom.
Agents that know when to ask a human.
Humans approve what matters
You decide which steps need a person: accepting a case, a budget change, a client message. Agents ask in Slack, and one tap approves.
Your data stays yours
Agents work inside your systems and accounts. Only hashed identifiers ever go to ad platforms.
Every action is logged
Each agent action is recorded and can be reviewed, so you always know what happened, when and why.
Industry guardrails
For law firms, agents never give legal advice and they follow your bar's advertising and intake rules. Other industries get their own rules, like HIPAA and fair housing.
AI agents, answered.
What is an agentic workflow?
It's a set of AI agents that each own one job, like intake, qualification, scheduling, documents or reporting. They're connected to your tools and to each other, so work moves from step to step without someone pushing it. People step in only where you want them to.
What can AI agents do for a law firm?
They answer and qualify every lead 24/7, run conflict checks, book consults, chase retainers and medical records, open matters in your case management system, keep clients updated, and send signed cases back to your ad platforms, so spend moves toward cases that sign.
How do you decide which agents to build?
We start by learning your business: how a lead becomes revenue, who touches it and where it stalls. Then we build the agents that remove the biggest bottlenecks first and add more from there.
Do the agents replace my staff?
No. They take over the repetitive work, like chasing, data entry and after-hours coverage, so your team spends its time on clients and decisions. Humans approve anything sensitive.
Which systems do you connect to?
Your CRM or case management system (Salesforce, HubSpot, Filevine, Clio, Litify and others), phones and text, calendars, e-signature, Slack, and the Google, Meta and Microsoft ad platforms.
Show us where it's stuck. We'll build what unsticks it.
In 30 minutes, we'll walk through how your business runs, find the biggest bottleneck, and sketch the agent workflow that fixes it.
Book a call →