AI agents
AI that knows your firm and does the work
We build it on your own documents and systems, connect it to your tools, and keep it improving.
Built forQopia FinancialJSI Systems
It works the whole task, start to finish
Point it at the client inbox. It reads each request, matches it to the right client and record, and prepares the next step, stopping where someone needs to decide.
It sees only what the task needs. What each assistant can see is in our tool register.
Most firms start here
The client file, always current
Calls, emails and meetings reach the right record on their own. See CRM updates.
Requests handled before anyone opens them
Read, matched to the right client and routed, with a reply ready if anything is missing. See client follow-ups.
Meeting prep, done before the meeting
History, recent emails and open items on one page before every client review. See reports and proposals.
Answers, with the source shown
From your own files, in the chat tool your team already uses. See team knowledge base.
What you get
Built for your firm
Your documents, clients and systems, starting where it pays back soonest.
Access you control
You decide what it sees, and when that widens.
Kept working
We watch it, fix it and keep improving it.
A record you can read
Every run says what it looked at and what it did.
Quietly done, and on the record
- The systemReads what comes in and checks it against your records
- The systemPrepares the next step inside your tools
- A personApproves anything a client will see
- The systemLogs what it looked at and what it did
Who it’s for
Where it fits, and where it doesn’t
It fits
- 15 to 200 people, with a task in mind
- Tools your team uses every day
- Someone on your side to own it
It doesn’t
- A chatbot for your public website
- Free rein across every system on day 1
- A platform to configure yourselves
Questions about AI agents
How is this different from ChatGPT or Claude?
Those are general assistants. This one is connected to your systems, built for a task in your firm, and kept running by us.
Can it act without anyone checking?
For low-risk steps, such as filing a note, yes. Anything a client sees, or that changes a record, waits for a person.
Which AI model do you build on?
Whichever fits the task and your data rules. We build so the model can be changed later.
What does it cost?
A monthly retainer. We don’t publish a figure, and the working session shows what the first task would take before you commit.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Keep reading
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.