AI agents for professional services

Hire an AI agent for your
professional-services firm.
Hire an AI agent
for your professional
services firm.

Browse the roster. Find the job you need handled. Pick your industry. We deploy on infrastructure you control.

The agent roster

Choose the job before the technology.

Each agent has a clear role, concrete outputs, approved tools, scoped memory, and visible autonomy boundaries.

Compare all twelve agents
AnikaIntake Agent

I turn a new inquiry into a complete, review-ready client file.

Guided intake formsConflict-check routingEngagement letters
OrenDocument Agent

I turn dense documents into structured, traceable data.

OCR and parsingField extractionDocument classification
MartaMatter Agent

I keep every client matter moving and answer what changed.

Matter statusTask coordinationDocument tracking
EllisBilling Agent

I turn completed work into accurate revenue without chasing timesheets.

Time captureNarrative draftingPre-bill preparation
DariaDeadline Agent

I make important dates visible before they become urgent.

Date extractionCalendar syncTiered reminders
VeraVoice Agent

I answer, qualify, schedule, and hand off without making callers repeat themselves.

Inbound answeringQualificationScheduling
CoraContent Agent

I turn subject-matter expertise into publishable content in your voice.

Source researchOutline generationDrafting
SorenSales Agent

I keep the pipeline clean and every follow-up relevant.

Lead enrichmentCRM hygieneFollow-up drafting
MiloMeeting Agent

I turn conversations into decisions, owners, and follow-through.

Call attendanceStructured notesDecision capture
RheaResearch Agent

I turn open questions into sourced, decision-ready research.

Source discoveryEvidence comparisonMarket research
SilasSecurity Agent

I watch the agent estate for risky actions, access drift, and control failures.

Access monitoringPolicy checksAnomaly review
AxelAutomation Agent

I turn approved decisions into reliable multi-system execution.

Workflow orchestrationAPI executionData synchronization

Find. Configure. Deploy.

The shortest path from repetitive work to a controlled operator.

01

Find your agent

Select the role by the work that needs to move, not by a framework name.

02

Pick your industry

We adapt the workflow, integrations, terminology, approvals, and risk boundaries.

03

Deploy the system

We connect the environment, test decisions and tools, document ownership, and train operators.

Five-layer architecture

You can see exactly what the agent is allowed to do.

Useful autonomy starts with a visible operating model. Guardrails are not hidden in a prompt; they are part of the delivered system.

Read the security and operations model
01

Trigger

The event that starts work: a message, email, webhook, meeting, uploaded file, or deadline.

02

Reasoning

The model, logic, thresholds, and escalation rules used to decide the next approved step.

03

Tools

The systems and actions the agent may use: email, documents, CRM, calendars, databases, and internal APIs.

04

Memory

The context it may retain, where that context comes from, who it belongs to, and when it expires.

05

Guardrails

Approvals, forbidden actions, rate limits, audit trails, access boundaries, and kill controls.

Responsible autonomy

Control is part of the product.

Client-controlled infrastructure

Deployments can run in environments selected around the client’s security and ownership requirements. External providers and data flows remain explicit.

Explicit guardrails

Every action is classified as autonomous, approval-required, or forbidden, with logging and kill controls.

Compliance-aware design

We engineer for the obligations that matter without pretending a tool automatically guarantees compliance.

Production proof

Working agents, operating records, architecture artifacts, and handoff material—not a polished prototype with nowhere to go.

What production taught us

Agent quality is mostly operational discipline.

These are observations from building and operating agent systems—not customer testimonials.

AI Readiness Audit

Find the first agent worth deploying.

In one working session, we map the workflow, systems, approval boundaries, risks, and the most useful first deployment.

Workflow mapTop three opportunitiesRisk and approval mapIntegration inventory
Book the 60-minute audit