AI Back Office

A small agent team for each client engagement

Three agents and a shared room, set up around that client's mail, calendar, files and meeting notes - so your people stay focused on judgment and relationships.

What's in a pod

Think of it as support capacity, not a replacement for your team.

A

Admin

Monitors email, calendar and Drive. Surfaces what needs attention and keeps deadlines straight.

As

Associate

Finds the right deck or file, drafts documents and follow-ups, and does first-pass research.

PM

Project Manager

Quality-checks work product, tracks commitments and coordinates the other agents.

D

Weekly Partner Digest

One short note per client: what moved, what's at risk, and what needs your decision.

The 30-day pilot

One live engagement. A clear baseline. A decision at the end. No long commitment.

Week 1

Diagnose

Map one engagement: where time goes, what gets dropped, what's confidential.

Week 2

Build

Configure the pod and write the operating playbook for that client.

Weeks 3-4

Run

The pod works alongside your team with human review. We compare against Week 1.

Day 30

Decide

Review together, then continue, expand or stop.

Rules that keep you comfortable

The written playbook is part of what you get. Every pod runs on it from day one.

  • Client data stays separate. Each client gets its own pod, room and permissions.
  • Private prep stays private. Internal notes and transcripts are kept off client shared drives.
  • A person approves every send. Agents draft. You or your team approve anything that goes out.
  • Client-quiet periods. During handoffs, outbound activity pauses so nothing reaches the client by surprise.
  • Clear roles. Each agent has a written lane and a list of what it may and may not do.
  • Weekly visibility. The partner digest shows what the pod did and what it's waiting on.

Ready when you are

On a short call we'll look at one engagement and tell you plainly whether a pilot makes sense - and what it would involve.

Talk with us about a pilot

Interested in learning more?

Let’s schedule a short conversation to see how we can work together.

Book a 30-minute call