We build an agent for that one job. It finds, checks and drafts the work your team does by hand. Nothing reaches a customer, a candidate or a record until a person approves it.
The billing check runs live at a five-center behavioral health network. Every other agent is labelled by status below.
Pick a job to see a sample of the work it hands over. Names and numbers are invented; the format is real.
| Client | Day | Attendance log | System of record | Result |
|---|---|---|---|---|
| Client A | Mon | 3-hour group | Signed group note, same day | MatchedSame day, same session |
| Client B | Tue | 3-hour group | No note that day | Needs reviewPast the 24-hour note window |
| Client C | Wed | Not on the log | Signed group note | Missing from logConfirm attendance |
| Account | Why it fits | Source | Your CRM | Contact |
|---|---|---|---|---|
| Account A | Four locations, two in your states | State directory, read this week | Not in CRM | Operations director found |
| Account B | Three locations, opening a fourth | Company site, dated news post | Not in CRM | Needs reviewTwo possible contacts |
| Account C | Five locations | Industry list, read this week | Already a customer | Set aside, no paid lookup |
Brief: Company A, before Thursday's call
Still unknown Who decides on new systems. Which reporting tool they use today.
Each one started from a job we saw done by hand. The label says how far it has gone.
The job: someone compares two systems that should agree, line by line, before the numbers go out.
Live at a five-center behavioral health network. Read the case study
The job: a rep spends days building a call list, and it includes accounts already in your CRM.
In delivery for a B2B services company. Not yet live.
The job: before a meeting or a decision, someone digs through websites and filings, and nobody knows which facts were checked.
In use in our own business before prospect calls. Not yet run for a client.
Running in behavioral health and in our own business. In delivery for a B2B services company.
You give it rules, sources and access to your systems. It finds, checks and drafts. A person on your team decides.
This is how the records check agent behaves today. It never fills a gap with a guess.
Run receipt Sample · invented numbers, real fields
It checks fit and your CRM before any paid contact lookup. A person approves every account, and your team decides the outreach. The agent sends nothing.
Written down per agent before it runs, and changed only by you. These are the defaults for the records, list and research agents.
No new platform for your team to learn.
Before anything runs on its own, we measure the job as it is done today, then run the agent beside the person doing it.
Not claimed: hours saved, meetings booked or revenue. When an agent produces a measured result for a client, it will appear here with the date.
No. Nobody chats with it. It runs on a schedule or when you ask, does one job, and leaves its work in a place your team already uses: a review list, a sheet, your CRM or a document.
Not on its own. It can draft a message. A person reads it and sends it. That rule is written down before the agent runs.
The least it needs for the job. Reading your CRM or system of record is read-only by default. Anything that writes, or spends past an agreed cap, waits for approval.
Research and list agents show where every fact came from, and record checks give the reason for every exception, so a reviewer can check the work quickly. Corrections are reviewed, and once approved they become rules the agent follows next time.
What it produces is yours. Where it runs, who maintains it and what happens if we part ways are agreed in writing before the build.
Yes, with a BAA in place before any patient data is touched, and a qualified service organization agreement where 42 CFR Part 2 applies. Your privacy lead approves what it reads. This is not legal advice.
Bring one to a free 20-minute call. We will tell you whether an agent fits it, or whether a simpler fix would do.