Your operations,
run by AI.

Every proposal is 80% the same — firm overview, methodology, bios, case studies, pricing. The 20% custom work takes 2 hours. The 80% template work takes another 6.

Agent fix: consultant inputs scope and objectives → agent generates the 80% from the knowledge base → consultant customises the rest.

After every client meeting, notes sit unprocessed. Action items don't get distributed. Two weeks later: "what did we agree on?" is a real question.

Agent fix: meeting recorded → agent extracts actions and decisions → drafts follow-up → logs in project tool.

Great intro call. Said you'd send the case study. Three weeks later you haven't — and the deal went cold. Pipeline leaks at the follow-up stage.

Agent fix: logs the promise after every BD call, triggers follow-up at the right time, alerts the consultant if nothing was sent.

"We solved this two years ago" — but where's the document? Research and frameworks sit in personal drives nobody else can find. Every engagement reinvents the wheel.

Agent fix: the firm's knowledge base — searchable, always current, surfaces relevant prior work when you ask for it.

A single role generates 50–200 CVs. Someone reads them, scores against criteria, builds a shortlist. 4–8 hours per role — and strong candidates accept elsewhere while you're still screening.

Agent fix: screens CVs against defined criteria, scores and ranks candidates, flags the top 10–15 for recruiter review — first pass done in minutes.

Coordinating diaries between candidate, client, and recruiter for 5–6 rounds. Each loop takes 20–30 minutes of back-and-forth. 3–5 hours lost per placement.

Agent fix: sends scheduling links, tracks responses, books slots, sends confirmations — recruiter only reviews the confirmed calendar.

After placement, the relationship goes quiet. Six months later the client has moved on to someone else. Repeat business and referrals don't happen.

Agent fix: triggers check-in sequences at 30, 60, and 90 days — with the placed candidate and the client hiring manager.

Client emails with a new role. Recruiter parses the brief, writes the spec, posts to boards, updates the CRM. On a busy week with 5 new roles, this is half a day.

Agent fix: brief → job spec → board posting → CRM update, handled end-to-end.

Every month: email clients for bank statements, receipts, invoices. Clients are slow. Follow-ups are manual. Documents arrive piecemeal. Across 30 clients — 30–90 hours/month in chasing alone.

Agent fix: sends document requests, tracks outstanding items, sends escalating reminders — alerts the advisor only when human follow-up is needed.

Monthly reports are compiled by pulling data from Xero/QuickBooks, formatting it, adding commentary, distributing to each client. 1–2 hours per client, every cycle.

Agent fix: pulls data → generates report in firm template → drafts commentary → advisor reviews in 10 minutes → sends.

Multiple clients, multiple filing types — GST, income tax, payroll. Tracked in spreadsheets or memory. A missed deadline means a penalty, a damaged client relationship, a firm reputation at risk.

Agent fix: holds all client deadline data, triggers preparation workflows 2–4 weeks out, alerts advisor when action is required.

Before every client meeting: pull last period's numbers, review open items, recall past recommendations. Without a system, this is 30–45 minutes of prep per meeting.

Agent fix: generates a full meeting brief — last period summary, open actions, prior recommendations — ready 24 hours before.

30–60 incoming support tickets per day need to be read, categorised, prioritised, and routed. Manual triage is a full-time job — and wrong routing means SLA breaches.

Agent fix: reads incoming tickets, categorises and routes, auto-responds to client with ETA, escalates P1 incidents immediately.

Every client expects a monthly report: uptime, incidents, security alerts, open tickets. Compiled manually from RMM and PSA tools. For 20 clients: 20–40 hours every month.

Agent fix: pulls data from RMM/PSA, generates client-specific report, highlights anomalies, sends for review, distributes on schedule.

Software licenses, hardware warranties, client contracts — all renewing at different times. Tracked in a spreadsheet updated every few months. Renewals get missed until the invoice arrives.

Agent fix: holds all renewal dates, triggers preparation 60/30/14 days out, generates renewal summary, flags upcoming upsells.

New client onboarding: 25–40 steps across environment setup, tool deployment, security config. Tracked in spreadsheets. Steps get missed. Clients go live on incomplete setups.

Agent fix: manages the onboarding checklist, tracks completion, alerts technicians when their step is due, flags incomplete items before go-live.