Professional services
More time for expert work
Consultancies, advisory firms and agencies handle briefs, documents and follow-ups across clients. Agents prepare and coordinate work with file-level permissions.
TASKS WE CAN EXPLORE
An agent for each part of the process.
Executive assistant
Proposed schedule and pending decisions.
See tasks and example ↗Operations & administrationDocument handler
Organized files and a missing-document report.
See tasks and example ↗Sales & business developmentProposal writer
Commercial draft with reviewable scope and terms.
See tasks and example ↗Finance & accountingAccounts payable
Pending payment list for authorization.
See tasks and example ↗Finance & accountingCollections follow-up
Follow-up plan with messages awaiting approval.
See tasks and example ↗Research & dataKnowledge researcher
Traceable answer and reference documents.
See tasks and example ↗ILLUSTRATIVE COORDINATION EXAMPLE
Multiple agents. One team.
A new assignment brings together documentation, a proposal and follow-up without mixing client information.
We define handoffs between agents, approvals and ownership of each exception. This example describes a possible configuration, not a guaranteed outcome.
Start with something concrete.
Together we choose a task already present in your operations. We review representative examples, available systems, permissions and quality criteria to propose an initial scope your team can evaluate.
How we design and supervise the work ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.