Agents

Backup you and your team can count on.

AI assistants that work alongside your team, connected to the systems you already run.

How it works

Ask by email, ask by Teams, get answers. Your team messages the agent through the tools they already use. It handles what it can directly (lookups, summaries, drafts) and routes complex or specialized work to the right specialist, all without leaving the thread.

YOUR TEAM CORE OPS AGENT SPECIALIST AGENTS Attorney strategy · briefs · review Paralegal intake · filings · documents Receptionist scheduling · calls · intake CORE OPS AGENT 🔍 Case & matter lookup 👤 Client & contact lookup 📎 Document retrieval & review 📄 Summarize & extract from documents ✍ Drafts letters, memos & notes 🏛 Filevine · LeadDocket · Clio ANSWERED DIRECTLY $142K settled Mar 12. Disbursement pending. ROUTING TO SPECIALIST → Admin & IT M365 provisioning ANSWERED DIRECTLY 12 pages. Three key points extracted and summarized. CM Case Management Filevine · Claims F Finance & AP Invoices · Payments IT Admin & IT M365 · Provisioning + more ATTORNEY Reyes settlement — what's the status? RECEPTIONIST Jake starts Monday. Set him up in M365? PARALEGAL Summarize the Zhang deposition for me. ADMIN & IT M365 account created. Welcome email sent.
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