All systems nominal
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.
avg. intake
matters opened
conflict-checked
Cam 12 · Reception · Live
Draft · 0.96 confidence
“Thanks, Ms. Ruiz — I’ve received your lease and ID. A partner will call you tomorrow at 11:00.”
Sent
Undo · 30s
Trained on your past threads, macros and policies. New jobs are added as you approve them.
Screens every new enquiry for fit and urgency.
Requests and checks the documents you need.
Runs conflict checks against your client database.
Drafts engagement letters for partner sign-off.
Books the first consult with the right person.
Summarises every new matter for the partners.
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




