Five agents. One rule: judgment stays human.
Each agent has a clear trigger, one bounded job, a human checkpoint, and a readable log. They share the same control model, but they do different work.
The Document Chasercheckpoint: staff · unclear or sensitive replies
Collects PBC items, tax documents, and statements without manual reminders from your staff.
The Intake Clerkcheckpoint: partner · letter + fee
Takes a new prospect from first inquiry to a drafted engagement that a partner approves.
The Reconciliation Prepcheckpoint: senior · exception queue
Matches routine transactions. Your senior reviews exceptions with the evidence attached.
The Deadline Sentinelno gate: read-only + reversible
Tracks filing dates, extensions, and client dependencies so your team can act early.
The Collections Nudgecheckpoint: partner · threshold, dispute, sensitive
Handles routine invoice follow-ups in your voice. You deal with the awkward cases.
Bring us your worst workflow.
The audit takes two weeks and costs $4,500. You will know what the workflow costs now, what a calibrated version would cost, and whether it is worth building.
Book the Profitable Line Audit