AI agents
AI agents built into the systems that run your business.
Agents that read, sort, draft and follow up inside your workflow, working on your data and your knowledge, with your people on the decisions that matter.
The basics
What an AI agent is.
An AI agent is software that does a defined job inside a workflow, using AI for the parts that need reading, reasoning or writing.
A chatbot waits for someone to ask it a question. An agent is triggered by what happens in your business: an email arrives, a form is submitted, a deadline gets close. It does its part of the work, updates the system and hands over to a person when a decision needs judgment.
Answers, then stops. Someone still does the work.
Does the work, updates the system, hands over.
How agents fit
Part of the system, not a separate tool.
We design agents as part of your custom system from the start, alongside the workflow, the data and the integrations. Each part does what it’s best at:
Holds the work: records, steps, approvals and reporting.
Move information in and out of the tools you keep.
Handle the steps that are always the same.
Handle the steps that need judgment.
Make the calls that matter.
An enquiry arrives by email and comes into your system.
Reads it, pulls out the details, checks whether the client exists and scores the fit.
Creates the record and assigns it to the right person.
Reviews the score and decides whether to quote.
Once the work is won, turns it into a job.
Drafts the project brief from the enquiry and the quote.
Sets up the project with tasks and dates.
Updates your CRM and accounting along the way.
Because agents live inside the system, they see the full record, act on it directly and follow the same permissions as everyone else.
Three ways
Three ways AI works in your system.
Agents we build and deploy.
Purpose-built agents sit at the points in your workflow that take judgment. Each one is designed around a specific job in your process, with clear steps and a clear handover to your team.
Bring your own AI.
Every system is MCP-enabled by default. Connect ChatGPT, Claude, Microsoft Copilot or Gemini and your team can ask questions and get work done in plain language, with exactly the same access they have in the system.
Your knowledge, built in.
Policies, templates, past work and how-to guides become context the agents use, so their output reflects how your business does things.
Use cases
What agents handle.
Document processing
Read invoices, contracts, forms and emails, and pull the details into the right record.
Learn moreClient communication
Draft replies and updates, send reminders and chase what’s missing.
Learn moreProposal and contract drafting
First drafts built from your templates, past work and the details of the job.
Learn moreReporting and dashboards
Pull numbers together across systems, summarise them and flag what needs attention.
Learn moreKnowledge management
Capture what matters from meetings, emails and documents, and answer questions from your own knowledge.
Learn moreOnboarding
Collect information and documents, set up records and keep new clients and staff moving.
Learn moreInvoice and finance workflows
Match, code and check invoices, and flag mismatches before they reach your accounting system.
Learn moreCompliance and audit trails
Check work against your rules and record who did what, and when.
Learn moreWorkflow automation
Move work to the next step, assign it and follow up when it stalls.
Learn moreBy industry
AI agents by industry.
Every industry has its own documents, deadlines and rules. See how agents work in yours.
Case study · Carbone Lawyers
Every enquiry captured, triaged and with the right person within minutes.
Carbone moved every enquiry, from the website, phone and referrals, into a single intake system that captures, triages and routes each one to the right person within minutes.
- 200%
Faster first response
- 100%
Of enquiries captured
- 15 hrs
Admin saved per week
Why built in
Why built in works better.
It has the full picture.
Agents see the record, the history and the next step, because they live in the system that holds them.
It acts, not just advises.
Agents update records, trigger the next step and hand work to the right person.
It improves with the system.
As your workflow changes, the agents change with it. Same team, same design.
It’s not locked to one model.
We use leading models from Anthropic, OpenAI and Google, and choose the right one for each job.
Governance
Supervised, secure and auditable.
People stay in control.
Anything uncertain goes to a person, and the decisions that matter need approval.
Only what the job needs.
Each agent reaches only the data and actions its job requires.
Every action logged.
You can see what each agent did, when and why, which suits regulated work like legal and accounting.
Your environment, your account.
Each client’s system runs in its own environment, in your required data location. AI usage runs on your own account, at cost, with no markup, and your data isn’t used to train models.
Monitored in production.
We watch every agent, with alerts if something fails or looks wrong.
Happy with the tools you have?
If your current platform works for you, we can add agents and integrations to it without a rebuild. Same design approach, same governance. If you later move to a custom system, we bring the agents across.
FAQ
Frequently asked questions
How is an agent different from ChatGPT or Copilot?
ChatGPT and Copilot are general assistants you prompt. An agent has a defined job in your workflow, starts on its own when something happens and acts directly in your system. With MCP, your team can still use ChatGPT, Claude, Copilot or Gemini with the system too.
Will agents replace our staff?
They take on the reading, sorting, drafting and chasing, so your people spend their time on the work that needs them. The decisions stay with your team.
What happens if an agent gets it wrong?
Agents work within set steps, and anything they’re unsure of goes to a person. Every action is logged, so it’s easy to see what happened and correct it.
Which AI models do you use?
Leading models from Anthropic, OpenAI and Google. We choose the right one for each job and can switch as better models arrive.
What does the AI cost to run?
Usage runs on your own AI account, at cost, with no markup from us. We’ll estimate it alongside your fixed price.
Is our data safe?
Your system runs in its own environment, in your required data location, on your own AI account. Your data isn’t used to train models.
Get started
See how agents could work in your workflow.
Free prototype in seven days. We'll map it and show you where agents fit, with no cost and no obligation.
We reply within one business day to confirm it's a good fit.
One hour with your team to see the process, the systems behind it and what you want to improve.
Seven days later, you click through a prototype of your workflow. We follow up with a fixed price for the full build.
Prefer to talk it through? Book a call.
Request your free prototype
Tell us the process. We'll confirm it's a fit on a short call.