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AI agents for professional services

More billable hours. Less admin between them.

Timesheets, WIP, engagement letters and retainers: the admin between the billable hours, fitted to how your firm works.

  • 27 agents
  • $12,500 fixed, each
  • Live in 3 to 6 weeks
Let’s build your agent See all 27
A week for professional services: five jobs, each handled by its agent. Timesheet and WIP check (Tessaly Foods · brand refresh) waits for the project lead.
12 tools Collapsed into one.For an agency that moved project status, staffing and billing into one place. Read the case study
Watch one work

Watch a project’s WIP checked before billing. The project lead sees the overrun before the client does.

Before every billing cycle it lists who hasn’t submitted time and chases them, then checks each entry against its project code, the rate and what’s left in the budget. Clean WIP goes to the prebill. Anything over budget or likely to be written off waits for the project lead.

The timesheet and WIP check workflow. In comes Tessaly Foods · Brand refresh. The agent works through: chases the missing timesheets, then matches time to codes and rates, then checks WIP against the fee and budget. When everything checks out, it ends at: prebill ready, time complete. When the against the fee check flags “Over budget”, it goes to the project lead, who is asked: Brand refresh is $14,200 over its fixed fee. Bill it as a change?

This is how it usually runs. Yours follows your own steps and approvals, set with the people who do the job.

8 hoursa week backExample: a 150-person firm that bills monthly See what’s included
The agents

27 agents for running the firm. Start with whatever stalls billing.

Every agent here is already built, and each one has a full page. Bring the one you want to a call.

Built for professional services

Your clients hear from you.

  • Nothing goes out unseen

    Proposals and updates are drafted for your team to send. Payment reminders go out on their own or wait for a click, client by client.

  • Budgets you can see every week

    Budget and utilization reports come from your own time and billing data.

  • Your approvals stay put

    Discounts, write-offs and scope changes still wait for the partner who owns them.

Questions

What people ask.

Will clients know an agent was involved?
Emails go from your team’s addresses. If your firm tells clients when AI is involved, we set that wording up too.
Which tools does it work with?
Your CRM, time tracking, billing and project tools. If one has no way to connect, that is quoted before we start.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
Can we start with more than one?
Yes. Three agents share most of the setup, so together they’re $30,000 instead of $37,500. Not sure which three? An AI Jumpstart maps it with you.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Where do your non-billable hours go?

Tell us, and we’ll show you the agent that gives the most of them back.

Let’s build your agentBrowse all agents
New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
See the service
Switchboard Agents$12,500 fixed · live in 3 to 6 weeks How it works Let’s build your agent