AI employee for professional services
AgentDesk is an AI agent that handles your client emails, follow-ups, document summaries, and reporting — 24 hours a day, 7 days a week. No sick days. No training. No management.
Built for
Tax season is chaos. AgentDesk handles client intake, deadline follow-ups, and document requests — so you focus on the numbers.
Client comms are the bottleneck. AgentDesk drafts responses, files updates, and sends reminders — without you in every loop.
Compliance deadlines don't wait. AgentDesk tracks every appointment, follows up on documents, and keeps your pipeline moving.
What it does
AgentDesk reads every inbound email, drafts responses for your review, flags urgent messages, and files everything in the right place — automatically.
Client went quiet after the first meeting? AgentDesk sends a personalized follow-up at the right time. No more leads falling through the cracks.
Client sends a 30-page contract. AgentDesk reads it, extracts the key terms, flags the clauses that need attention, and drafts a plain-language summary for you.
Most tools are built for you to operate. AgentDesk is built to operate itself. You tell it what good looks like — it figures out the rest. It doesn't have a UI to learn. It doesn't need your input to start working. It reads your emails, drafts your replies, tracks your deadlines, and reports back to you — every single day.
Think of it as hiring someone who already knows your business.
Professional. Accurate. Always available. That's what your clients experience — and they never need to know it.