Watches every thread
Reads every incoming client email. Knows who they are, what the thread is about, what’s being asked, and what’s been waiting and for how long.
Watches every client thread. Flags urgent ones. Drafts replies in your voice. Tracks every open loop until it’s closed. So the client who’s been waiting three days stops being the one you remember at 11pm.
Reads every incoming client email. Knows who they are, what the thread is about, what’s being asked, and what’s been waiting and for how long.
Urgent items get flagged immediately. Routine replies get drafted in your voice for one-click approval. Auto-acknowledgments go out if you enable them.
No thread goes stale. If a client waits past your threshold, the agent surfaces it. If you’re waiting on a client, it tracks that too. Nothing falls through.
Before the agent, he was losing threads. Not often, but enough. A client would ping with “following up on my question from last week” and he’d realize he never answered.
The agent watches every client thread. Tells him each morning which are waiting on him, for how long, and what’s being asked. Routine replies get drafted. Urgent items flagged. When he asks a client for something and they go quiet, it surfaces it five days later.
Three months in: zero lost threads. Clients stopped sending follow-up pings because he stopped needing them to.
Book a 15-minute call. We’ll ask about your client volume, your voice, and walk you through what an agent for your practice would look like.