AI Intake Coordinator
Turns new inquiries into ready-to-review intakes.
- Drafts a reply to each new inquiry
- Gathers the facts, parties and documents you need
- Suggests consultation times from your calendar in each draft
Hire AI staff by the role
Each AI staff member does one job on your own data. A named human Verifier checks anything that leaves your business, and you approve it before it goes.
Every role
One job at a time
AI Office Manager
Keeps the firm's day-to-day admin moving.
- Prepares a daily rundown of what's due and who owns it
- Flags calendar clashes and lines up follow-ups for your approval
- Finds files, emails and notes when your team asks
AI Receptionist
Keeps up with booking requests, reminders and follow-ups.
- Drafts replies to booking requests with open times
- Lines up reminders and confirmations for each appointment
- Prepares follow-ups after visits and missed appointments
AI Account Manager
Helps you keep ongoing clients informed between check-ins.
- Drafts a weekly update for each client
- Tracks open requests and what your team owes
- Prepares notes before each client meeting
AI Customer Service Rep
Takes the first pass at member and customer questions, using your own policies and guides.
- Drafts answers from your policies, guides and past replies
- Sorts incoming requests by topic and urgency
- Hands billing and refund requests to your team
Not sure which role to start with?
An AI Staff Health Check connects to where your work lives and names the three roles that would take the most work off your plate first.
Book an AI Staff Health Check