AI staff in the software you already run

In Actionstep, an agent can open matters with their parties, write file notes and chase documents. Solicitors keep every decision.

An agent can set queues, write notes and raise renewals in good time. Engineers fix and close their own tickets.

An agent can keep candidates, submissions, notes and appointments current in Bullhorn, so consultants are not typing after hours.

An agent can keep intake, contacts and chasing current on each matter. Conflicts, advice and key dates stay with solicitors.

Around ConnectWise PSA, an agent can sort tickets, chase time entries and draft service reports. Engineers fix; your dispatcher decides.

An AI agent can key orders, match supplier invoices and keep Dynamics 365 accounts current. Your people release and post.

Across your Practice Dashboard clients, an agent can explain bank transactions, chase receipts and follow up late invoices.

An agent can label and draft in Gmail, file into Drive and chase what is missing. Your people send.

In HaloPSA, an agent can sort tickets, answer status questions and draft review packs. Technicians fix and account managers advise.

An agent can log meetings, set next steps and answer enquiries. Your people own the forecast and the client.

An agent can chase fact-finds and letters of authority, book reviews and draft file notes. Advice is your adviser's alone.

An agent can log applications, book interviews and write up notes. Consultants decide who goes forward and speak to candidates.

Around LEAP, an AI agent can take down enquiries and chase ID evidence and unpaid bills. Solicitors and cashiers decide.

An agent can log applicants against the right job, attach CVs and catch duplicates, so Loxo stays worth searching.

In Teams, an agent can write up meetings, report in the channel, ask before acting and file to SharePoint.

An AI agent can sort the shared mailbox, keep the diary and draft replies for a named person to send.

An agent can chase receipts, pursue invoices still unpaid after reminders and propose categories for uncategorised bank lines.

Around Reapit, an agent can answer enquiries, chase pre-tenancy paperwork and watch certificate dates. Negotiators and property managers decide.

An AI agent can key and check orders, supplier invoices and new accounts in Sage 200. Ledger clerks approve postings.

An agent can log meetings, answer leads and raise stale opportunities in Salesforce. Salespeople own every deal and forecast.

In Slack, an agent can pick requests out of the scroll, chase in direct messages and post the digest.

An agent can log applicants, catch duplicates and keep stages true in Vincere. Consultants keep every decision and candidate conversation.

An agent can code what bank rules leave, chase unpaid invoices and prepare entries. Your bookkeeper approves and reconciles.