Delegation, with receipts.
AI teammates you can actually trust with real work. Every action budgeted, approved, and on the record. You set the lines. They work inside them.
Hire by name, not by seat.
Five specialists. Each owns one job, runs on a schedule you set, and works inside a budget you cap.
Tracks milestones, deadlines, and blockers across active engagements. Drafts the daily what's-at-risk digest.
Builds the weekly status reports and dashboards partners actually read. A clean draft lands Friday morning.
Turns briefs into starter decks, SOWs, and memos in your firm's voice, then waits for you to set the angle.
Watches utilization, slippage, and client sentiment. Flags risk early and routes it to the right person.
Activates at engagement wrap. Turns the full project trail into a case study and a lessons-learned doc.
Every agent gets the same four lines: a schedule, a budget, a tool allowlist, and a trust level you set.
Open a roleThree trust levels. You set the dial.
Every agent runs at exactly one level. You choose it per agent, and it moves both ways.
Supervised
Every action waits for you.
- Read the tools you connect
- Draft work for your review
- Propose actions, then hold
Approve-sends
Works freely inside. Asks before anything leaves.
- Run on its schedule without prompting
- Create and update records in your workspace
- Hold every outbound send for your approval
Autonomous
Earned the right to send.
- Run end to end, sends included
- Spend up to its budget cap, never past it
- Log every action to the record, same as ever
Autonomy is earned, not assumed. Start at Supervised. Raise the level when the work holds up. Lower it any time.
Start with one job. Keep the final say.
Give one agent one job
Pick the task that eats your week: the Friday report, the pipeline digest, the follow-up queue. Hire the agent that owns it, by name.
Set the lines: schedule, budget, tools, trust level
Four settings, set once. The agent works inside them. It cannot spend past its cap or touch a tool you have not allowed.
Approve its work until you don't need to
Every send waits for you at first. When the drafts stop needing your edits, raise the trust level. That is the whole adoption curve.
Claims you can check.
of actions logged. Every run, every tool call, every approval, every credit, timestamped in the audit log.
spent past your cap. Budgets are enforced before the call is made, not reported after.
trust levels, set per agent. From every-step review to earned autonomy. The dial moves both ways.
For context: MIT found 95 percent of corporate pilots deliver no measurable return, S&P Global found 42 percent of companies abandoned most of their initiatives in 2025, and McKinsey puts real bottom-line performers at 6 percent. The difference is not a better demo. It is control you can verify. See the research.
Agents that work in your system of record, not a sidecar chat.
CRM-native records
Agents read and write the companies, people, and deals your team already works in. The work lands where you look, not in another tab.
Persistent memory
Your formats, your rules, your exceptions, remembered across runs. Scoped to your workspace, never shared across accounts.
Multi-step workflows
One run can read, reconcile, draft, and file. Every step is logged, and every step counts against the budget.
Slack and webhook integrations
Agents post where your team talks and react to events in your stack. Outbound messages follow the trust level you set.
Fair questions.
The things you should ask before an agent touches real work.
What can an agent do without asking?
What happens when the budget runs out?
Can I see everything it did?
How is my data scoped?
What if it makes a mistake?
Hire your first agent.
Keep the final say.
One agent, one job, one budget. Free tier, no card. Every action on the record from the first run.
Hire your first agent