The Billing Inquiries Agent explains time entries, offers standard payment plans and routes disputes with context, so attorneys stay on billable work.
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The Payroll Agent collects hours from every client, checks garnishments and deductions, and preps the run so your payroll specialist reviews and approves.
The Tax Notice Resolution Agent logs each IRS or state notice, pulls the return and payments, and drafts the response so the CPA reviews and decides.
The CRM Data Entry Agent writes structured meeting notes, updates household fields and opens follow-up tasks after every review, freeing the advisor.
The Review Scheduling Agent tracks each household's review cadence, books and confirms meetings and handles reschedules, so advisors skip the calendar.
The Billing Inquiries Agent answers invoice questions with time entry detail, offers standard payment plans and sends disputes to the right attorney.
The Appointment Scheduling Agent books each visit type into the right slot and asks the right questions up front, so the front desk stays with clients.