Working AI agents, built for real work.
Managed agents for financial planning and legal practices: records of advice, client reports, fee recovery, matter analysis, contract review and dispute case rooms. Explore your vertical, then request a demo and we will walk you through it live, on your data if you want.
For financial planners
The paperwork after the meeting, done before you are back at your desk
Advisers WhatsApp a photo of their meeting notes and get back a compliant draft record of advice. Statements become one branded client report. Fee remittances are checked to the cent and shortfalls chased. Advisers approve everything; the admin does itself.
For legal practices
A junior that has read every page of every matter
Load a matter file and ask. The AI Paralegal builds chronologies, surfaces contradictions across affidavits and correspondence, and answers with pinpoint citations, so fee earners start from analysis instead of a reading pile.
For construction disputes
Your whole dispute file, cross-examined in seconds
Point it at a dispute folder: contracts, claims, correspondence. Get back a case room per dispute with net exposure, quantum breakdown, chronology and position strength, and ask questions across every case with citations to the source documents.
See it working on your business.
Tell us which agent interests you and we will set up a live demo within days, on your data if you want. Early access pricing for founding clients, no long contracts.