Professional Services Use case Agent · App

Chase the documents you are missing

Diffs each engagement against its checklist and asks the client for the gap.

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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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