AI agents
AI agents that do the whole job
An AI agent is an assistant that does a whole job, start to finish, and asks a person only when it should. It reads, writes, checks and follows up, inside the email and systems you already use.
Closest real result
10–20 hoursback a week, from one agent
Our missing-documents agent at an insurance claims firm asks for what's missing, checks every reply and writes back with what's still needed. The client stays private.
Read how it was builtWhat you get
Routine jobs get done without someone watching over them.
Hours back
Your team stops chasing, re-typing and sorting the same things every day.
Done the same way every time
Every file gets the same checks, so small things stop slipping through.
People handle the exceptions
The agent flags anything unusual and hands it to the right person.
Faster follow-up
Requests and replies go out right away, not when someone gets to them.
How an agent works
This is the real agent we run for an insurance claims firm. Watch one file go down the line.
Real result · one insurance claims firm
Insurance claims: missing documents
Before, someone on the team did every one of these steps by hand.
- New claim (Your systems)
- Spots what's missing (AI does it)
- Emails the client (AI does it)
- Checks replies (AI does it)
- Team reviews (Your team checks)
- 10–20 hrsback every week, from one agent
- AI does it
- Your team checks
- Your systems
How we build yours
Pick the job
We choose one job your team repeats every day, with clear rules for what done looks like.
Write the rules
We turn your team's know-how into instructions: what to check, what to send, when to ask a person.
Test on real files
The agent works alongside your team on real cases. You review its work before it sends anything.
Go live, then run
Once it's right, it runs on its own. We watch it and adjust it as your firm changes.
What it looks like in your field
The first one is real, from our work at an insurance claims firm. The rest are example workflows: things we know how to build, with no numbers until your audit measures them.
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Insurance claims Real result
Missing-documents agent
More for claimsBeforeStaff emailed for missing documents one by one and checked every reply by hand.With AIThe agent asks for what's missing, checks what comes back and writes back with what's still needed. 10–20 hours back a week. -
Law firms
Sorting the shared inbox
More for law firmsBeforeA paralegal sorts the shared inbox every morning.With AIAn agent sorts new email by matter, drafts routine replies and flags anything urgent for the attorney. -
Accounting firms
Document chasing at tax time
More for accountingBeforeStaff send reminder after reminder for W-2s and statements.With AIAn agent sends each client a personal list, follows up and tells you who's still missing what. -
Medical offices
“Where's my referral?”
More for medical officesBeforeFront desk staff answer the same status questions all day.With AIAn agent answers status questions from your records and passes anything clinical to staff.
Which job should your first agent take on?
The audit finds it, prices it, and tells you what we'd skip. From $500.
Getting started
Every project starts with a paid audit, so you know exactly what you're buying before you buy it.
What you'll need
- A clear, repeated job with rules your team already follows
- Access to the email inbox or system where the work happens
- One person on your team who can review the agent's work while we test
Tools we often use: ChatGPT and Claude models, Microsoft 365 and Azure agents, Google Cloud agents, n8n and Windmill.
Price and timing
- Start withAI workflow audit, $500–$1,500
- Typical first project$2,000–$3,500
- After launch10% of your build cost per month, $500 minimum
Larger projects are quoted in your audit plan, often up to about $5,000. If your first project is $2,000 or more, your audit fee comes off the build price.
Price your auditStraight answers
Something else on your mind? Call (305) 807-7015.
What is an AI agent?
An AI agent is software that can read, decide and act on a routine job, like requesting missing documents, and ask a person when something falls outside its rules.
Will an AI agent send things without our approval?
Only if you want it to. We usually start with the agent drafting and your team approving, then let it send routine messages on its own once you trust it.
What happens when the agent isn't sure?
It stops and hands the item to a person, with a note on what it found. You decide where those hand-offs go.
How much does an AI agent cost?
A first agent typically costs $2,000 to $3,500 to build. Your audit plan prices it exactly before anything starts.
Find out where AI fits in your firm
Start with a free call, or go straight to the audit. Either way, you talk to the person who builds it.
Not sure yet?
Book a free 20-minute call
Tell us what's eating your team's time. We'll tell you honestly if AI can help. No pitch, no obligation.
Book a free callReady?
Book your AI workflow audit, from $500
1–2 weeks, ending in a written plan ranked by hours saved, with a price for each piece.
Book your audit
Today, every call and every audit is led by our founder, Aramis M. Figueroa. Or call (305) 807-7015.
Not ready yet? Get the free “Is your firm ready for AI?” checklist
A 10-question checklist you can fill in over coffee. It shows where your team's hours go and which work AI could take on first.
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