Professional Services Use case Agent · App

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Tracks every statutory date and starts the work before it is late.

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Otto Practice Assistant

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Chase the missing documents for every open engagement

The user wants outstanding client documents chased automatically… Read Knowledge 1

Eleven engagements are missing something. Drafting the chasers.

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Document Chase · Finds what is missing, asks for it, files it 6 steps

Trigger Weekly review
Code Diff the checklist
AI Draft the chaser
Branch Days overdue
over 14 Approval Partner escalation under 14 Agent Send reminder

Matters 6 records Fees in progress US$56,000 Add matter

Intake 2 US$10,100

Year-end accounts US$8,200

Airtable Otto Meyer

VAT registration US$1,900

Retool Ana Silva

In progress 1 US$14,500

Audit prep US$14,500

Supabase Otto Meyer

Review 2 US$25,400

Transfer pricing US$22,000

Vercel Ana Silva

Payroll setup US$3,400

Gusto Luca Ferri

Billed 1 US$6,000

Advisory retainer US$6,000

Shopify Luca Ferri

Proposal Playbook Published v1 History Archive Save draft Publish v2

Proposal Playbook

A collection of proposals submitted to various clients.

Reference Auto proposals/playbooks Tags — comma-separated labels

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Purpose & Philosophy

Every strategy we build connects the work to the people who actually see it. We are not generalists who happen to work here — we are the people who do the work.

The method is the same whoever the client is: research, structured planning, and real-time correction, with both the experience and the number it moves in mind.

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More for Professional Services

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Chase the documents you are missing Diffs each engagement against its checklist and asks the client for the gap. Onboard a new client without the back and forth Collects the details, opens the matter, and files the engagement letter. Create an invoice and get it paid Drafts the invoice from the finished job and sends it after your yes. Then it reminds on a schedule and marks the invoice paid only when the money has actually arrived.