Skip to content
By who you are

Built for firms that run on relationships.

We built this for the 1-20 person firm the AI giants ignored. Find your world below and see the jobs your AI employee handles first.

By who you are

Built for firms that run on relationships.

For the 1-20 person firm the AI giants ignored. Find your world and see the jobs it handles first.

A
Accounting & tax

Firms drowning in season. It drafts the client emails and keeps the back-and-forth from piling up.

See the fit →A
Agencies

Marketing, creative, and PR shops living in client calls. It runs the meetings and the follow-up.

See the fit →C
Consulting

Advisory and coaching firms billing for time. It takes the notes and the admin so you can think.

See the fit →F
Financial advisors

Wealth managers and RIAs. It captures every client conversation and never drops a follow-up.

See the fit →H
Home services

Owner-run shops. It answers every lead and books the job while you are on site.

See the fit →I
Insurance

Agencies running on renewals and service. It chases the follow-ups and remembers every policy.

See the fit →L
Law

Boutique and mid-size firms. It handles intake, scheduling, and the inbox, with you in control.

See the fit →M
Mortgage

Brokers and lenders. It keeps borrowers updated and the pipeline moving without the late nights.

See the fit →R
Real estate

Teams and brokerages where speed wins the deal. It answers leads on every channel, fast.

See the fit →S
Staffing

Recruiting agencies juggling candidates and clients. It keeps every thread moving.

See the fit →
A
Accounting & tax
Firms drowning in season. It drafts the client emails and keeps the back-and-forth from piling up.
A
Agencies
Marketing, creative, and PR shops living in client calls. It runs the meetings and the follow-up.
C
Consulting
Advisory and coaching firms billing for time. It takes the notes and the admin so you can think.
F
Financial advisors
Wealth managers and RIAs. It captures every client conversation and never drops a follow-up.
H
Home services
Owner-run shops. It answers every lead and books the job while you are on site.
I
Insurance
Agencies running on renewals and service. It chases the follow-ups and remembers every policy.
L
Law
Boutique and mid-size firms. It handles intake, scheduling, and the inbox, with you in control.
M
Mortgage
Brokers and lenders. It keeps borrowers updated and the pipeline moving without the late nights.
R
Real estate
Teams and brokerages where speed wins the deal. It answers leads on every channel, fast.
S
Staffing
Recruiting agencies juggling candidates and clients. It keeps every thread moving.
Or start by the job

Rather pick by what's eating your week?

Browse by the job your AI employee does, from meeting notes to follow-up to scheduling.

Browse by use case →
Or start by the job

Rather pick by what's eating your week?

Browse by use case →
Trusted by growing firms in agencies, advisory, staffing and more
Already putting an AI employee to work
DDRepsBear MapleD.C. RanieriSabre IntegratedWattsNextPanca BKAdria ManagementTaxaroo
8 hours a week backFollow-ups handled for DDReps
40+ calls written upNotes and next steps for Bear Maple
Replies already writtenDrafted in his voice for D.C. Ranieri

"It gives me back about 8 hours a week. The follow-ups go out without me, and I only step in when something needs a person."

BP
Brian Podnos
President, DDReps
Built for your world

See it on your kind of firm.

Start free with the email drafter, or book a walkthrough built around the work that repeats in your firm.

Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
Built for your world

See it on your kind of firm.

Start free, or book a walkthrough built around the work that repeats in your firm.

Get startedBook a demo
Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
Free email drafter
No card · start in minutes
Start free