Management and business-strategy consultancies
Let your AI agent keep the analysis, client deliverables and implementation follow-through together.
Who this fitsFor consultancies delivering business-performance and operating-model engagements. Branding, management training, franchise support and software implementation have their own specialists.
An assignment you could hand over“Take the distribution client’s interviews and operating data through a complete turnaround proposal, a board presentation and a six-week implementation register. Resolve the evidence gaps with the workstream leads.”
- Client evidence and operating-model analysis
- Business cases and presentation delivery
- Implementation actions and client follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your client strategy delivery →
Industrial procurement service firms
Your AI agent follows client purchasing briefs through suppliers, specifications and delivery evidence.
Who this fitsFor service firms procuring industrial equipment and MRO supplies for clients. Consumer-product sourcing agencies, stocked distributors and logistics-design consultancies are separate buyers.
An assignment you could hand over“Run the plant’s 24-line MRO sourcing brief through comparable supplier offers, order coordination and receipt reporting. Resolve specification and freight gaps instead of just handing me a quote table.”
- RFQ and specification reconciliation
- Supplier quotations and order follow-through
- Receipt evidence and exception closure
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your industrial sourcing →
Grant-funded nonprofit organisations
Your AI agent connects funding calls, application evidence and the reports your funders need.
Who this fitsFor nonprofits running their own funded programmes. Membership associations and consultants writing procurement bids for clients have separate workflows.
An assignment you could hand over“Find suitable calls for our literacy programme, carry the two strongest applications through contributor inputs and submission, and set up the reporting calendar for our existing grants.”
- Funding-fit and eligibility research
- Applications and contributor coordination
- Programme evidence and funder reporting
$99.00/month, including $40.00 in Platform Credits. Before tax.
Meet your grant programme coordination →
Recruitment and staffing agencies
Your AI agent carries candidate coordination and employer follow-up across the whole placement pipeline.
Who this fitsFor agencies selling recruitment or staffing services to employers. This is an agency delivery workflow, distinct from job-seeker assistance or sales appointment setting.
An assignment you could hand over“Run the coordination for our twelve open requisitions this week. Reconcile candidate records, fill interview slots, follow up feedback and carry accepted offers through confirmed start arrangements.”
- Requisition and candidate evidence alignment
- Outreach and interview coordination
- Placement milestones and start follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your recruitment delivery →
Bookkeeping and accounting practices
Your AI agent keeps every client’s records, reconciliation exceptions and month-end deliverables together.
Who this fitsFor practices providing recurring client bookkeeping and accounts work. Accounting-software implementation and specialist freight or utility invoice audits have separate specialists.
An assignment you could hand over“Carry our 18 client month-ends through document chasing, reconciliation and report delivery. Investigate discrepancies, keep clients updated and show which periods are actually complete.”
- Client document collection and period alignment
- Reconciliation exceptions and client follow-up
- Month-end packs and delivery tracking
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your client month-end coordination →
Small law practices
Your AI agent follows research, document requests and working drafts across each client matter.
Who this fitsFor small legal-service practices managing their own client matters. Matter research and delivery are distinct from bid writing or transcription services.
An assignment you could hand over“Take the supplied commercial dispute file through a chronology, verified research pack, working response draft and client update. Chase missing exhibits and maintain the matter deadlines as the record changes.”
- Matter chronology and source-grounded research
- Working drafts and document coordination
- Deadline tracking and client-status delivery
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your matter research and delivery →
Independent insurance brokerages
Your AI agent follows the renewal book through client information, insurer terms and policy evidence.
Who this fitsFor independent brokerages managing their own policyholder book and renewals. Insurance marketing agencies serve a different buyer and workflow.
An assignment you could hand over“Carry the next 30 renewals through missing client information, insurer follow-up and complete renewal packs. Keep the book current through binding confirmations and issued documents.”
- Renewal information and policy-record reconciliation
- Client and insurer follow-through
- Issued-policy evidence and renewal reporting
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your broker renewal coordination →
Independent real-estate transaction coordination firms
Your AI agent keeps outsourced transaction coordination moving across the brokers you serve.
Who this fitsFor independent firms providing transaction coordination to multiple brokerages. Brokerage owners running their own in-house transaction team have a separate specialist.
An assignment you could hand over“Run this week’s 22 transaction files across our four brokerage clients. Reconcile amendments, chase missing documents, keep everyone updated and hand off the completed closing files.”
- Executed-contract and milestone reconciliation
- Document and counterparty coordination
- Closing evidence and brokerage handoff
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your transaction file coordination →
Real-estate investment acquisition firms
Your AI agent keeps property sourcing, diligence and acquisition follow-through connected to the actual evidence.
Who this fitsFor principal investment firms acquiring assets for their own portfolio. Brokerage sales, outsourced closing administration and ongoing property management have different specialists.
An assignment you could hand over“Take our five shortlisted properties through diligence, comparable underwriting scenarios and complete acquisition decision packs. Chase missing evidence and progress the selected assets through the agreed transaction steps.”
- Asset evidence and underwriting-input reconciliation
- Diligence and counterparty coordination
- Decision packs and acquisition follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your property acquisition coordination →
Business sale brokerages
Your AI agent follows qualified buyers, diligence requests and closing dependencies so sellers get clear, current answers.
Who this fitsSelling operating businesses rather than property
An assignment you could hand over“Carry our four active business sales through buyer qualification, diligence follow-up and this month's seller updates. Resolve missing information with the advisers.”
- Buyer qualification and sale-pack preparation
- Diligence requests and deal coordination
- Closing evidence and seller reporting
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your business sale coordination →
Commercial energy brokerages
Your AI agent reconciles consumption, compares supplier terms and follows each renewal through the switch evidence.
Who this fitsProcuring energy supply contracts rather than auditing bills
An assignment you could hand over“Run the renewals for our 30 commercial accounts: reconcile meter data, tender comparable offers, chase suppliers and carry accepted terms through switch confirmation.”
- Consumption and contract reconciliation
- Supplier tender and offer comparison
- Renewal completion and commission follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your energy procurement renewals →
Franchise brand headquarters
Your AI agent keeps unit reporting, support cases and network campaigns moving across the franchise estate.
Who this fitsFranchisor operating its network rather than consultancy advising it
An assignment you could hand over“Run this month's network support cycle across 25 units. Collect reports, resolve missing submissions, coordinate the seasonal campaign and close the recurring support issues.”
- Unit reporting and exception analysis
- Franchisee support and campaign coordination
- Network action closure and operating updates
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your franchise network support →
Independent tattoo and piercing studios
Your AI agent keeps artist briefs, deposits and session arrangements moving while you focus on the work at the chair.
Who this fitsBody-art studios rather than hair or nail services
An assignment you could hand over“Clear this week's booking backlog, match complete briefs to artist availability, recover missing deposits and send the right preparation and aftercare messages.”
- Enquiry briefs and artist scheduling
- Deposit and preparation follow-through
- Session records and aftercare communication
$99.00/month, including $40.00 in Platform Credits. Before tax.
Meet your tattoo and piercing studio coordination →
Independent personal training practices
Your AI agent handles session coordination, client check-ins and record-based reviews around your own coaching method.
Who this fitsIndividual trainer practices rather than gym facilities
An assignment you could hand over“Run the next four-week block for my 18 clients. Reconcile schedules, follow missed check-ins and prepare each block review from their actual session records.”
- Client goals and programme-record organisation
- Session scheduling and progress follow-through
- Block reviews and client retention
$99.00/month, including $40.00 in Platform Credits. Before tax.
Meet your personal training client coordination →
Property inventory clerks
Your AI agent connects access arrangements, dated condition evidence, report versions and party responses.
Who this fitsIndependent inspection-report vendor rather than managing tenancies
An assignment you could hand over“Run our 16 tenancy appointments through access coordination, inventory reports and check-out comparisons, then follow the outstanding party responses.”
- Appointment and inventory-source reconciliation
- Report assembly and party follow-through
- Check-out comparisons and evidence delivery
$99.00/month, including $40.00 in Platform Credits. Before tax.
Meet your property inventory coordination →
Executive coaching practices
Your AI agent keeps session preparation, client commitments and permitted sponsor updates moving between meetings.
Who this fitsOne-to-one executive engagements rather than corporate training courses
An assignment you could hand over“Coordinate the next month for my ten leadership clients: prepare session briefs, follow their agreed commitments and assemble the sponsor updates due this quarter.”
- Engagement goals and session preparation
- Commitment follow-through and scheduling
- Progress reviews and sponsor reporting
$99.00/month, including $40.00 in Platform Credits. Before tax.
Meet your executive coaching practice support →
Independent HR consultancies
Your AI agent carries client policy projects through source checks, stakeholder feedback and rollout follow-through.
Who this fitsEmployment operations advisory rather than business strategy
An assignment you could hand over“Take our three client handbook projects through source reconciliation, revised policy packs, stakeholder responses and rollout tracking. Resolve the contradictory legacy versions.”
- Client policy and evidence reconciliation
- Deliverable production and stakeholder coordination
- Rollout actions and client reporting
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your hr consulting engagement delivery →
Independent virtual assistant agencies
Your AI agent matches client requests to team capacity and follows work through verified delivery and account updates.
Who this fitsExecutive and back-office assistance rather than customer support queues
An assignment you could hand over“Run our weekly delivery cycle across 14 client accounts. Assign the work, resolve missing inputs with clients and assistants, and deliver the account updates with verified outcomes.”
- Client-request intake and workload reconciliation
- Assistant assignment and dependency follow-through
- Delivery checks and account reporting
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your virtual assistant agency delivery →
Software licence optimisation consultancies
Your AI agent reconciles entitlements and usage, follows renewal owners and verifies the changes that actually affect bills.
Who this fitsLicence contracts rather than cloud infrastructure spending
An assignment you could hand over“Take our client's six software renewals through entitlement reconciliation, usage analysis, owner follow-up and executed-change reporting. Resolve the duplicate licences before renewal.”
- Entitlement and usage reconciliation
- Renewal scenarios and owner coordination
- Executed changes and savings verification
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your software licence optimisation →
Carbon and life-cycle assessment consultancies
Your AI agent reconciles activity data, follows supplier inputs and keeps every assessment result linked to its method.
Who this fitsOne combined environmental-footprint consultancy buyer, rather than separate carbon and LCA pages; distinct from financial accounting and building energy audits
An assignment you could hand over“Take our client's product footprint and corporate inventory through data reconciliation, scenario calculations and a complete evidence pack. Resolve supplier gaps before the review deadline.”
- Activity-data and system-boundary reconciliation
- Calculation scenarios and contributor coordination
- Evidence packs and assessment reporting
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your carbon and life-cycle assessment delivery →
Commercial property valuation firms
Your AI agent reconciles leases and comparables, follows client queries and assembles a traceable valuation evidence file.
Who this fitsPaid valuation instructions rather than selling property
An assignment you could hand over“Carry our six commercial valuations through evidence reconciliation, comparable schedules, client queries and final file assembly. Resolve inconsistent lease and floor-area records.”
- Property evidence and comparable reconciliation
- Inspection inputs and client-query coordination
- Valuation-file assembly and delivery follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your commercial valuation engagement support →
Career coaching practices
Your AI agent keeps client materials, agreed applications and interview preparation moving around your coaching practice.
Who this fitsPaid candidate coaching rather than filling employer vacancies
An assignment you could hand over“Run the next fortnight for my 15 career clients: organise their target-role materials, follow agreed application actions and prepare interview packs for confirmed interviews.”
- Career evidence and application-material organisation
- Application milestones and client follow-through
- Interview preparation and progress reviews
$99.00/month, including $40.00 in Platform Credits. Before tax.
Meet your career coaching client support →
Product regulatory compliance consultancies
Your AI agent follows product variants, market requirements and supplier evidence into a complete, traceable dossier.
Who this fitsPrepare manufacturer compliance files rather than issuing certification
An assignment you could hand over“Take our client's three device variants through market-requirement mapping, supplier evidence chasing and the final dossier for two target markets.”
- Market-requirement and evidence reconciliation
- Testing dependencies and supplier coordination
- Dossier assembly and change follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your product compliance dossier coordination →
Privacy operations consultancies
Your AI agent keeps processing records, request cases and system-owner responses organised for each client.
Who this fitsPrivacy operations rather than management-system certification
An assignment you could hand over“Run this month's privacy operations for our five clients: update processing records, coordinate open request cases and assemble the evidence for their service reviews.”
- Processing-record and policy reconciliation
- Request deadlines and contributor coordination
- Case evidence and operational reporting
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your privacy operations delivery →
Software escrow service providers
Your AI agent follows deposit obligations, missing components and verification results into clear beneficiary updates.
Who this fitsContinuity escrow rather than live application hosting
An assignment you could hand over“Run the quarterly review of our 40 escrow agreements. Chase overdue deposits, coordinate verification gaps and issue beneficiary reports with current evidence.”
- Agreement and deposit-obligation reconciliation
- Depositor follow-up and verification coordination
- Beneficiary reporting and release-case records
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your software escrow account operations →
Independent patent search firms
Your AI agent builds reproducible search trails, checks patent-family references and follows missing source material.
Who this fitsTechnical patent research vendors rather than legal representation
An assignment you could hand over“Carry our four mechanical search briefs through classification mapping, patent-family research, citation checks and source-linked client reports.”
- Search-scope and classification mapping
- Patent literature research and evidence coordination
- Search reports and citation verification
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your patent search delivery →
Independent economic research firms
Your AI agent reconciles data vintages, builds source-linked exhibits and coordinates the work behind client briefings.
Who this fitsEconomic datasets and forecasts rather than competitor tracking
An assignment you could hand over“Take our regional outlook through data updates, exhibit production, contributor responses and the final client briefing. Resolve conflicting vintages before publication.”
- Source-data and methodology reconciliation
- Analysis exhibits and contributor coordination
- Publication evidence and client follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your economic research publication support →
Independent examination centres
Your AI agent coordinates entries, adjustments, rooms and invigilators, then reconciles attendance and script custody.
Who this fitsAdminister examinations rather than own the qualification
An assignment you could hand over“Coordinate next month's 14 exam sittings from entry checks through rooming, invigilators, candidate messages and script dispatch reconciliation.”
- Candidate entries and sitting reconciliation
- Room invigilator and adjustment coordination
- Attendance script custody and results follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your examination centre operations →
Sports representation agencies
Your AI agent keeps athlete commitments, commercial rights and counterparty follow-through aligned across the roster.
Who this fitsAthlete representation rather than digital creators
An assignment you could hand over“Manage our roster's next quarter of sponsor commitments, appearances and renewals. Resolve conflicts, chase counterparty inputs and deliver a complete athlete-by-athlete obligations report.”
- Athlete commitments and opportunity reconciliation
- Brand club and event coordination
- Contract milestones and payment follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your sports representation operations →
Independent funeral service businesses
Your AI agent coordinates the practical arrangements with sensitive language and each family's recorded wishes in view.
Who this fitsFuneral service operator; sensitive bereavement and personal records
An assignment you could hand over“Coordinate the next week's six services, reconcile supplier confirmations and documents, and prepare each family's final arrangement pack and follow-up schedule.”
- Family instructions and arrangement reconciliation
- Venue celebrant and supplier coordination
- Service records and family follow-through
$149.00/month, including $60.00 in Platform Credits. Before tax.
Meet your funeral arrangement coordination →
Pet cremation service businesses
Your AI agent keeps case identity, provider records and the owner's return arrangements connected at every step.
Who this fitsAftercare operator rather than live-animal care
An assignment you could hand over“Coordinate our current pet cases from collection records through provider confirmations, memorial orders and return arrangements. Resolve incomplete identification and contact details.”
- Collection instructions and identification reconciliation
- Provider scheduling and owner communication
- Cremation evidence and return follow-through
$99.00/month, including $40.00 in Platform Credits. Before tax.
Meet your pet cremation case coordination →Each agent uses the regular Teams workspace. The specialism prepares its starting instructions and reporting; you can change them, connect your tools and ask it to take on other work. One specialist is prepared at launch. Examples describe possible assignments with the relevant records and access, not guaranteed results or delivery times. Current terms and availability are confirmed before payment.