Most firms start with one of these and add more once they trust it:
- Inbox triage. The same kinds of message every day, read, routed, drafted, or filed without you reading them twice.
- Document handling. Invoices, contracts, signed forms, and records pulled from email, named to your standard, and filed in the right place.
- Intake and qualification. New inquiries turned into a clean, first-pass case record the same hour they arrive.
- Data entry between tools. The same fields copied across your CRM, scheduler, and billing, done for you.
- Managed operations. We monitor it 24/7, with a monthly review and a quarterly roadmap.
You stay in control of anything sensitive. The agent drafts and queues; a person approves. It's read-only by default and never quietly sends, deletes, or decides.