Research Agents for Professional Services: gather, summarize and cite what you need to know.
Research Agents set up for professional services, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- QuestionSomeone needs an answer from the data
- AgentSearch across sources
- In your toolsSummarize with citations
- DoneCompile briefings
THE PROBLEM IN PROFESSIONAL SERVICES
Teams in professional services lose hours and revenue to work that research agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR PROFESSIONAL SERVICES
- Search across sources
- Summarize with citations
- Compile briefings
- Monitor topics over time
- Extract structured data
- Deliver to your tools
WORKS WITH YOUR STACK
- HubSpot
- Calendly
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like HubSpot and Calendly, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: compliant.
What teams in professional services say
“The numbers sold it: we cover three times as many accounts with the same team, and the Monday report lands at 7am with every source cited. It paid for itself in six weeks. What I didn't expect was how much calmer the office feels.”
“We handed over logins on a Monday and the agent was handling client intake by the end of the week. Inside 60 days about 30 hours a week of copy-paste between systems is gone. For what it costs, it's the best money we spend.”
“Our analysts got back 12 hours a week each. That's the headline. What won my team over is how the research agent handles the odd cases: it hands them to a person with full notes instead of guessing.”