AI Agents
Digital employees for your firm
An AI agent is a member of staff that runs on software. Give it a role, and it does the whole job: in your systems, to your standards, every hour of every day.
This week
- Invoices raised from completed work46
- Overdue accounts chased, in your tone31
- Payments matched in Xero58
- Collected€41,300
2 disputed invoices passed to you, with the history attached
What an AI agent is
It works like your best hire, with none of the limits
You decide the role, the rules and what it can do on its own. It works out how to get the job done, and brings in a person when a decision needs one.
Never clocks off
Evenings, weekends and bank holidays. Monday starts with no backlog.
Hundreds at once
A hundred clients to chase takes the same time as one.
Works in your systems
Email, diary, CRM, accounts and documents, the same tools your team uses.
Learns your firm
Your templates, your tone, your clients and the way you like things done.
Sees it through
It owns the outcome over days and weeks, not one task at a time.
Knows when to ask
Anything that needs judgement goes to the right person, with the background ready.
Your digital team
Roles your firm can fill today
Start with one. Each new digital employee joins the same systems and works alongside the others.
Sales
Business Development Executive
Digital employee · Works 24/7
Fills your diary with meetings from the clients you want, week after week.
Day to day
- Researches target firms and the people who make the decisions
- Writes outreach around each firm's own situation
- Follows up for weeks without letting a lead go cold
- Answers replies and new enquiries within minutes, day or night
- Books meetings into your diary and keeps the CRM current
- Sends you a pipeline report every Monday
Comes to you when
A prospect asks about pricing, or wants a proposal.Works in
Which role would you fill first?
Tell us on a free 30-minute call and we will show you how that digital employee would work in your firm.