All systems nominal

12,408

tasks today

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Intake Agent

ID · Agent_12

On duty

Front office

Intake Agent.

Turns new-client intake from days of email tag into a four-minute flow. It screens every enquiry, collects the documents, runs conflict checks and hands partners a clean summary with a recommended next step.

4 min
4 min
4 min

avg. intake

+31%
+31%
+31%

matters opened

100%
100%
100%

conflict-checked

Rows of staff on headsets working at computers in an open-plan office

Cam 12 · Reception · Live

Agent_12 · drafting reply 3/38

Draft · 0.96 confidence

02:14:37

“Thanks, Ms. Ruiz — I’ve received your lease and ID. A partner will call you tomorrow at 11:00.”

Sent

Undo · 30s

Jobs it takes off your plate.

Jobs it takes off your plate.

Jobs it takes off your plate.

Trained on your past threads, macros and policies. New jobs are added as you approve them.

Enquiry screening

Enquiry screening

Screens every new enquiry for fit and urgency.

Clio · Gmail

Clio · Gmail

Document collection

Document collection

Requests and checks the documents you need.

DocuSign · Dropbox

DocuSign · Dropbox

Conflict checks

Conflict checks

Runs conflict checks against your client database.

Clio

Clio

Engagement letters

Engagement letters

Drafts engagement letters for partner sign-off.

PandaDoc · Clio

PandaDoc · Clio

Consult booking

Consult booking

Books the first consult with the right person.

Calendly

Calendly

Intake digest

Intake digest

Summarises every new matter for the partners.

Slack · Teams

Slack · Teams

41 seconds, six steps, zero clicks.

41 seconds, six steps, zero clicks.

41 seconds, six steps, zero clicks.

Every run is recorded step by step. Open any of them, see what the agent saw, and roll it back if you disagree.

Every run is recorded step by step. Open any of them, see what the agent saw, and roll it back if you disagree.

Run #48,211 · Inbox Agent“Can I move my cleaning to next week?”
Running…
Email receivedfrom m.chen@… via Front
14:02:01
—
Intent classifiedreschedule_appointment · 0.97
14:02:03
—
Calendar checkedDentrix · 3 open slots found
14:02:09
—
Reply draftedplaybook “Reschedules v3” · tone: warm
14:02:21
—
Appointment bookedTue 24 Sep · 10:30 · Dr. Alvarez
14:02:33
—
Reply + SMS sentconfirmation & calendar invite
14:02:42
—

Needs your approval

Finance Agent

Refund to M. Chen

$420.00

Duplicate charge detected on invoice #4471. Confidence 0.81 is below your 0.90 auto-approve threshold, so I paused.

Approve

Reject

Works inside your tools

G

Gmail

O

Outlook

S

Slack

H

HubSpot

S

Salesforce

Q

QuickBooks

X

Xero

S

Stripe

S

Shopify

Z

Zendesk

T

Twilio

G

Google Sheets

F

Front

I

Intercom

H

Help Scout

D

Dentrix

C

Calendly

N

Notion

Control panel with a glowing green power button and a mode switch

Put your operations on watch.

Free 30-minute ops audit. Leave with a ranked automation map and your ROI — whether you hire us or not.

Control panel with a glowing green power button and a mode switch

Put your operations on watch.

Free 30-minute ops audit. Leave with a ranked automation map and your ROI — whether you hire us or not.

The Night Report

One email a month on what agents actually did.

One email a month on what agents actually did.

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