Agents built around your work.
Illustrative examples, not client results.
Invoice intake assistant
Reads incoming invoices and prepares them for approval in your accounts system.
Human check: Nothing is paid without a named approver
Weekly site briefing
Sends each manager a short summary of what changed at their site.
Human check: Regional leads can adjust what each briefing covers
Session admin assistant
Handles reminders, follow-ups and invoices after each appointment.
Human check: Clinical content is never generated or sent automatically
Therapist compliance tracker
Tracks registrations, insurance and training renewals across a team.
Human check: Managers confirm each renewal with evidence
Knowledge assistant
Finds answers in your approved documents and shows where they came from.
Human check: Drafts are reviewed before they leave the business
Client questionnaire responder
Drafts answers to security and AI questionnaires from your agreed policies.
Human check: A named owner signs off every answer
Credit control assistant
Sends polite, timed payment reminders and tells you who needs a call.
Human check: Disputed or sensitive accounts are always handed to a person
Client onboarding checker
Collects documents from new clients and checks nothing is missing.
Human check: Identity and risk checks are approved by a named person
Expense claim checker
Checks claims against your expense policy before they reach a manager.
Human check: Managers approve every claim and can override any flag
Rota and demand planner
Suggests staffing levels from bookings, weather and past trading.
Human check: Site managers adjust and publish the final rota
Review and complaint triage
Reads reviews and complaints and routes them to the right team.
Human check: Replies are checked and sent by your team
Stock reorder assistant
Watches stock levels and prepares supplier orders before you run out.
Human check: A manager approves every order before it is sent
Referral intake assistant
Organises new referrals and makes sure each one is acknowledged quickly.
Human check: A clinician reviews every referral before any decision
Staff policy assistant
Answers staff questions using only your approved policies and procedures.
Human check: No clinical advice. Anything unclear goes to a manager
Proposal drafter
Starts new proposals from your best past work instead of a blank page.
Human check: A senior person shapes and signs off every proposal
Content repurposer
Turns one long piece into posts, summaries and newsletters.
Human check: An editor approves everything before it is published
Meeting actions tracker
Turns meeting notes into clear actions with owners and dates.
Human check: Attendees confirm actions before they are assigned
AI tool register assistant
Keeps a live record of which AI tools your teams use and why.
Human check: A named owner approves each new tool