Use cases

The newest AI, set up for how you work

We bring agents, voice, and computer use into your business, train you on them, write down the limits, and add what is new each month. Here is how that looks in ten lines of work.

Overview

The newest AI, set up for you and kept current monthly

We learn how you work, then set up agents, voice tools, and automations inside the tools you already use. You get training and written limits. Each month we check in and ship a drop with the newest tools that fit your business. Open the section that matches your work.

Realtors

Inquiry agents plus listing drafts from a walkthrough voice note.

See the workflows

Sales pros

Call capture into the CRM, account research agents, quote follow-up drafts.

See the workflows

Sales leaders

Pipeline review prep, team digests, and call review for coaching.

See the workflows

Local and service companies

Missed-call intake, voice notes to job summaries, quote follow-up drafts.

See the workflows

Construction companies

Bid and RFI tracking, change order drafts, COI chasing, daily logs, AR follow-up.

See the workflows

Home service businesses

Missed-call replies, quote follow-up, booking, review requests, rebooking.

See the workflows

Dentists

Recall and appointment reminder drafts, treatment plan follow up, intake summaries, review requests.

See the workflows

Jewelers

Repair status updates, estimate follow up, custom inquiry replies, pickup notes.

See the workflows

Doctors and medical practices

Reminder drafts, template based follow up, inquiry summaries, practice content. A person approves every message.

See the workflows

Lawyers and law firms

Consult follow up, intake summaries, document reminders, content drafts. An attorney approves every message.

See the workflows

Set up for you

We build it around your tools and your week.

Training included

You learn what it does and where its limits sit.

Monthly check-in and drop

Your setup takes on new agents and tools that apply.

Guardrails

Messages a client will see wait for your approval. Setups are written to avoid steering or targeting by protected class.

01 · Realtors

AI for realtors: the full page

Newest AI for listing work, set up around showings

You are at a showing. Replies and follow ups get drafted while you are out. Nothing a client sees goes out without your approval.

Where the time goes today

Inquiries wait while you are at a showing
Open house visitors and past clients go quiet
Listing copy gets written late at night
Call and text notes never reach the CRM

How a reply moves

You approve every send

Inquiry arrivesFrom your website or a portal, while you are out.
Matched to your listingUses only the property facts you supplied.
Reply draftedWording flagged for your Fair Housing read.
Waits for youNothing goes out on its own.
You approve and sendEdit, approve, move on.

Sample flow. Example only.

Sample run (example data)

Sample: inquiry from a listing page. Example data only.

Early client results · preliminary

Two weeks with an early realtor client

One early realtor client, 10/13 to 10/27/2026. These count work the setup prepared for the client to review. They set no expectation of time saved or of future results.

about210

contacts and 21 CRM views

Built from zero in one evening, 10/19. Early realtor client. Preliminary.

appointment briefs prepared

Showing and meeting prep notes, 10/16 to 10/27. Early realtor client. Preliminary.

lead reply drafts prepared

Replies to older leads, parked for the client’s approval. Not sent. File dated 10/14. Early realtor client. Preliminary.

10/1418lead reply drafts prepared, parked
10/161stappointment brief
10/19~210contact CRM built in one evening
10/2415appointment briefs so far
10/2720appointment briefs in total

In that review there was no case of a send to a client without approval, an appointment confirmed on its own, or a legal position taken.

Source: the client’s own two week bot review, 10/27/2026. Client not named. Results from one client over two weeks.

Workflows

6 workflows we set up for you

Inquiry agent

A first reply with two showing times, ready for your OK.

Showing scheduling

Open windows proposed from your calendar. Conflicts flagged.

Open house follow-up

A note for each visitor that names the home they saw.

Listing content from voice notes

Talk through the home. Get a description and captions.

Transaction coordinator agent

Inspection, appraisal, and closing dates tracked for you.

CRM upkeep by computer use

Calls logged and contact updates staged for your review.

How each workflow runs

Inquiry agent. A portal or website inquiry arrives. An agent matches it to the listing, pulls the facts you supplied, and prepares a first reply with two showing times. You approve it before it goes.
Showing scheduling. The agent checks your calendar and proposes windows. Confirmations and reminder texts wait for your approval. Conflicts get flagged for you.
Open house follow-up. Give it the sign-in sheet. It prepares a short note for each visitor that mentions the home they saw and offers a next step.
Listing content from voice notes. Talk through a property on your phone after a walkthrough. The setup turns it into a listing description and captions. A language check flags phrases that describe who a home is for.
Transaction coordinator agent. You enter the inspection, appraisal, and closing dates. An agent tracks each deadline and prepares reminders for clients and vendors.
CRM upkeep by computer use. An agent works inside your CRM screens the way an assistant would, logging calls and preparing contact updates. You review the changes before they are saved.

A day, before and after

A sample day with your setup running

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

Before

7:30Scroll overnight inquiries on your phone. Reply to the easy ones.
9:00Showing. Two new leads wait.
12:30Type CRM notes from memory.
3:00Write the new listing description.
6:30Text open house visitors one by one.
10:00Write social posts.

After

7:30Overnight inquiries have replies prepared. Edit, approve, move on.
9:00Showing. New inquiries get replies prepared while you are out.
12:30Call notes arrive as CRM updates for your check.
3:00The listing description is ready for your edit.
6:30Open house notes are prepared per visitor. You approve the ones you like.
10:00Social posts wait in the queue.

What stays human

Pricing advice and market opinions
Negotiation, offers, and contract language
Approving anything a client will see
Calls and conversations with clients
Fair Housing judgment and your brokerage compliance rules

Language stays on the property facts you provide and the next step. Setups are written to avoid describing a neighborhood by who lives there or suggesting where someone should or should not live, and a person reviews what clients see. Federal Fair Housing law protects race, color, religion, sex, disability, familial status, and national origin. State and local law can add more classes. Your brokerage rules still apply.

Tools we confirm at intake

EmailText messagesCalendarCRMWebsite and portal inquiriesListing details you provideOpen house sign-insTransaction checklistsVoice notes

We confirm your exact tools during intake. If we cannot connect one, we tell you up front. For the thinking behind the first reply, read speed to lead.

Monthly check-in and monthly drop

Each month we check in with you and add agents and tools that fit listing work. An example drop: a newer agent that works through your transaction checklist, or a new method for turning walkthrough voice notes into listing content. Example only, since each drop depends on your business.

Set this up for your real estate business

Start your intake Realtor page

Free guides: open house sign in and prompt · inquiry reply sheet · all guides · email Carlos

Next 02 · Sales pros

02 · Sales pros

AI for sales pros and leaders: the full page

Newest AI on the work around your calls, CRM, and quotes

Selling happens on calls and in meetings. The paperwork around it happens after hours, if it happens. Agents take the first pass at each piece, and your setup picks up newer agents as they ship.

Where the time goes

Form fills sit while you are on calls.
Call notes get typed later, or not at all.
Quotes and proposals go quiet after the first send.
Follow-up depends on what you remember on Friday afternoon.

Sample view

3 items waiting

Recap email · Northwind call

ready

Nudge · quote sent Friday

needs edit

CRM note · discovery call

queued

Confirm · Thursday 2 pm

approved

Sample: review queue. Example data only.

Workflows

6 workflows we set up for you

Call capture into the CRM

Call transcripts and voice notes turn into the recap, the CRM field updates, and the agreed next step. You check them before anything is saved or sent.

Account research agent

Before each call an agent reads the account, recent news, and your earlier threads, then hands you a short page of context and open questions.

Inbound lead agent

A new form fill or message triggers an agent that researches the contact and prepares a reply with a question you specify and your calendar link. You sign off before it goes.

Follow-up sequences

Each step is prepared per contact and refers to what you discussed. Nothing goes out until you approve it, so a stale step stays in the queue.

Quote follow-up

After the interval you choose, the agent prepares a nudge that cites the quote and asks one easy question. You decide whether to send it.

Scheduling and no-show recovery

Confirmations and reminders are prepared for you. When someone misses a call, the agent prepares a reschedule offer.

A day, before and after

A sample day with your setup running

Before

8:00Check the inbox for new leads. Answer a few.
10:00Back-to-back calls.
1:00Scribble recap emails from handwritten notes.
3:30Try to remember which quotes are still open.
5:30Update the CRM in one rushed batch.

After

8:00Lead replies wait in the queue. Approve or edit.
10:00Back-to-back calls. Voice notes go into the tool as you talk.
1:00Recap and CRM updates are ready for your review.
3:30A list of open quotes with follow-ups, ready to edit.
5:30CRM updates from the day’s calls wait for your check.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Discovery conversations and demos
Pricing and discount decisions
Deciding which accounts to pursue and which to drop
Approving anything a client will see
Relationships that took years to build

The setup stays inside the limits you write. A lead hears from you only after you approve the message.

Tools it connects to

EmailCalendarCRMCall notes and transcriptsText messagesWeb formsQuote and proposal documents

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Each month we check in and add what applies. An example drop: a newer research agent for account prep, or a new way to capture call details into the CRM. Example only, since each drop depends on your tools and your pipeline.

Set this up for your pipeline

Start your intake Quiet deal check Email Carlos Call (385) 527-4433

Next 03 · Sales leaders

03 · Sales leaders

AI for sales pros and leaders: the full page

Pipeline review prep from the CRM you already use

A forecast built on thin notes is a guess. Agents read open deals and prepare the review pack before you meet each rep. Monthly drops add newer inspection tools when they fit your team.

Where the time goes

Pipeline reviews run on stale CRM data.
Reps log activity in different ways, so the same field means different things.
Coaching moments sit unheard inside call recordings.
Weekly reporting takes a big piece of Friday.

Sample view

Review prep

Northwind · no activity in 14 days

stalled

Harbor Co · close date passed

check date

Pine Street · no next step logged

needs step

Alder Group · meeting booked

on track

Sample: pipeline review flags. Example data only.

Workflows

4 workflows we set up for you

Pipeline review prep

It reads open deals and flags missing next steps, passed close dates, and quiet accounts. You get an agenda for each rep before the meeting.

Weekly team digest

An agent prepares the weekly summary of activity, stalled deals, and open questions. You edit it and send it under your name.

Shared follow-up standards

You set the tone and template rules once. Each agent works inside those rules, and you can see how many items are waiting for approval.

Call review for coaching

From call transcripts you supply, an agent prepares a summary of questions asked, next steps agreed, and moments worth discussing in a one on one.

A day, before and after

A sample day with your setup running

Before

MonAsk each rep for a pipeline update by message.
WedOpen the CRM and find half the notes missing.
ThuBuild the review deck by hand.
FriWrite the weekly summary from memory and chat threads.

After

MonReview prep arrives with flags per deal.
WedGaps are listed per rep, so the questions are short.
ThuThe agenda is prepared. You adjust the order.
FriThe digest is ready for your edit and your send.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Forecast calls
Coaching conversations
Hiring, pay, and territory decisions
Deal strategy and escalations
Approving anything your team or clients will see

Call reviews go to you first. You choose what to share with a rep and when.

Tools it connects to

CRMCalendarCall transcriptsEmailTeam chatSpreadsheets and reports

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Each month we check in with you and add what applies. An example drop: a newer agent for pipeline inspection, or a new format for team digests. Example only, since each drop depends on your team and your CRM.

Set up pipeline review agents for your team

Start your intake Review prep sheet Email Carlos Call (385) 527-4433

Next 04 · Local services

04 · Local services

AI for local and home service owners: the full page

Missed-call intake and quote follow-up, set up for a service company

The owner is on a job site, the office is one person, and the phone rings anyway. Voicemails are transcribed and summarized so you can call back, and voice agents that talk to customers come only after the limits are written together. Your setup adds newer tools as they prove useful.

Where the time goes

Calls and forms that arrive after hours wait until the next day.
Estimate requests pile up in voicemail and text threads.
Quotes go out and nobody follows up.
Reviews pile up without a reply.

Sample view

After hours

$ voicemail: missed call 6:42 pm (sample)

✓ Transcribed and summarized: gutter repair

✓ Reply asks for address and a photo

✓ Two appointment windows suggested from your calendar

→ Held for your approval in the morning

Sample: missed call turned into a job summary. Example data only.

Workflows

6 workflows we set up for you

Missed-call intake

A missed call, form, or text is picked up by an agent that transcribes it and collects the address, the type of job, and a photo. A reply waits for your approval.

Voice notes to job summaries

Voicemail, voice notes, and texts are turned into a job summary the estimator can read.

Quote follow-up

At the interval you set, the agent prepares a check-in that refers to the quote. You choose which ones go out.

Booking and reminders

The agent suggests windows from your calendar, inside the limits you set. Confirmations and reminders wait for your approval.

Review requests and replies

After a finished job an agent prepares a review request for the customer. It also prepares replies to new reviews for you to edit.

Seasonal rebooking notes

For recurring work, an agent prepares a reminder when a customer is due for service again.

A day, before and after

A sample day with your setup running

Before

7:00Listen to voicemails in the truck.
11:00Reply to texts between jobs.
2:00Wonder if the roof quote ever got an answer.
5:30Type up estimate notes.
8:00Check reviews. Reply to none.

After

7:00Voicemails are transcribed. Replies wait for approval.
11:00Approve or edit the replies between jobs.
2:00Open quotes show up with follow-ups ready to edit.
5:30Estimate summaries are written for you to check.
8:00Review replies wait for your edit.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Pricing and estimates
Site visits and the work itself
Safety and licensing questions
Customer complaints and refunds
Approving anything a customer will see

Anything that sounds like a complaint, a safety concern, or a price question is flagged for you to answer.

Tools it connects to

Voicemail and call transcriptsText messagesEmailWeb formsCalendarCustomer list or job trackerReview sites

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Each month we check in and add what applies. An example drop: a voice agent tested under the limits you set, or an agent that reads job photos for estimate intake. Example only, since each drop depends on your company.

Step by step guides: How to answer a missed call and chase an open quote from the truck and How to reply to a custom ring inquiry before the shop closes.

Set this up for your company

Start your intake Missed call kit Email Carlos Call (385) 527-4433

Next 05 · Construction

05 · Construction

AI for home service and construction: the full page

Bids, RFIs, and paperwork chased by agents, set up around your jobs

General contractors, subs, remodelers, and specialty trades run on paper trails. The estimator is on a site walk, the PM is on a call, and the phone keeps ringing. Agents take the first pass at the chasing and the filing, and your setup picks up newer tools as they ship.

Where the time goes

Estimates go out and nobody follows up until the bid is lost.
RFIs and submittals sit in email with no one tracking the due dates.
Change order paperwork gets written after the work is done.
Certificates of insurance and vendor paperwork expire without a reminder.

Sample view

Waiting for review

Quote follow-up · kitchen remodel

ready

RFI 14 · response past due

needs you

COI request · electrical sub

queued

Daily log · Tuesday

approved

Sample: paperwork review queue. Example data only.

Workflows

9 workflows we set up for you

Estimating follow-up

After an estimate goes out, an agent prepares a check-in at the interval you set. It cites the scope and asks one easy question. You decide which ones go out.

Bid and quote chasing

An agent tracks open bids and sub quotes, flags the ones with no reply, and prepares a note to each sub or supplier for your edit.

RFI and submittal tracking

Log each RFI and submittal once. The agent watches due dates and prepares reminders to the architect, the owner, or your own team.

Change order paperwork

Notes from a site call or a text become a change order draft with the scope, the reason, and the parties. A person writes the amounts and approves the wording before anyone sees it.

Crew scheduling

The agent reads your calendar and job list and proposes a crew plan for the week. Crew texts and confirmations wait for your approval.

COI and vendor paperwork

An agent keeps a list of insurance certificates, licenses, and W-9s by vendor, notes expiration dates, and prepares requests when one is coming due.

Daily log summaries

Voice notes and photos from the field turn into a daily log draft. The superintendent edits it and files it.

Lead intake from calls and forms

Voicemails and form fills are transcribed and summarized, and a reply is prepared for your approval. Voice agents that talk to customers come only after the limits are written together. Form leads follow the same path.

AR follow-up

An agent reads your open receivables list and prepares reminders in your tone. It flags anything that touches a dispute so you handle it yourself.

A day, before and after

A sample day with your setup running

Before

6:30Check voicemails in the truck. Reply to a few.
9:00Site walk. Two new bid requests wait.
12:00Dig through email for the RFI that was due last week.
3:00Write up a change order from memory.
5:30Wonder which sub quotes are still open.
8:00Type the daily log.

After

6:30Voicemails are transcribed. Replies wait for your approval.
9:00Site walk. New bid requests are logged with the details collected.
12:00Open RFIs and submittals show with due dates and reminders ready.
3:00The change order draft is ready for your check.
5:30A list of open sub quotes, with nudges ready to edit.
8:00The daily log draft waits for your edit.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Estimates, bids, and pricing
Contract terms and change order amounts
Safety, code, and licensing decisions
Disputes, claims, and lien questions
Approving anything an owner, sub, or vendor will see

The setup stays inside the limits you write. Anything that sounds like a dispute, a safety issue, or a price question is flagged for you. A person approves each document before it leaves your company.

Tools it connects to

EmailText messagesCalendarEstimating and project softwareSpreadsheetsVoicemail and call transcriptsWeb formsAccounting exportsField photos and voice notes

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Each month we check in and add what applies to your trade. An example drop: an agent that reads plan sets and drawings to pull items for a takeoff review, or a voice agent tested under the limits you set. Example only, since each drop depends on your company and your software.

Step by step guides: How to know which subcontractor certificates expire this month and How to answer a missed call and chase an open quote from the truck. Overview page: AI for home service and construction owners.

Set this up for your construction company

Start your intake COI tracker Email Carlos Call (385) 527-4433

Next 06 · Home services

06 · Home services

AI for home service and construction: the full page

Missed calls and quotes get a drafted next step, set up for the crew you run

Handyman, cleaning, landscaping, HVAC, plumbing, and similar trades work from a truck or a client home. The phone rings while your hands are busy. Agents prepare the first reply, the reminder, and the follow-up for your approval, and your setup adds newer tools as they prove useful.

Where the time goes

Missed calls and web forms wait until the evening.
Quotes go out and the customer never hears from you again.
No-shows and reschedules eat the day.
Past customers are due for service and nobody reminds them.

Sample view

After hours

$ voicemail: missed call 5:48 pm (sample)

✓ Transcribed: water heater not heating

✓ Reply asks for address and a photo of the unit

✓ Two visit windows suggested from your calendar

→ Held for your approval. Nothing sent yet

Sample: missed call turned into a booking request. Example data only.

Workflows

9 workflows we set up for you

Missed-call and form lead replies

Voicemails and form fills are transcribed and summarized, and a reply is prepared. You approve it before it goes. Voice agents that talk to customers come only after the limits are written together.

Quote follow-up

At the interval you set, the agent prepares a check-in that refers to the quote. You choose which ones go out.

Booking and reminders

The agent suggests windows from your calendar inside the limits you set. Confirmations and day-before reminders wait for your approval.

Review requests

After a finished job, an agent prepares a review request. It also prepares replies to new reviews for you to edit.

Rebooking and recurring service

For gutter cleaning, lawn care, filter changes, and other repeat work, an agent prepares a reminder when a customer is due again.

Crew dispatch notes

Job details, gate codes you choose to share, and customer notes are assembled into a short note for each crew lead the night before.

Voice notes to job summaries

Voicemails and notes you speak after a job become a clean job summary that the next visit can use.

Photo-based estimate intake

Customers send photos of the problem. An agent files them with the address and job type so the estimator has the full picture before the visit.

Invoice reminders

An agent reads your list of unpaid jobs and prepares friendly reminders in your tone. Anything with a complaint attached is flagged for you.

A day, before and after

A sample day with your setup running

Before

7:00Listen to voicemails in the truck.
10:30Text customers back between jobs.
1:00Wonder if the water heater quote ever got an answer.
4:30Write the next day crew notes by hand.
7:30Chase unpaid jobs from memory.

After

7:00Voicemails are transcribed. Replies wait for approval.
10:30Approve or edit the replies between jobs.
1:00Open quotes show with follow-ups ready to edit.
4:30Crew notes for tomorrow are assembled for your check.
7:30Invoice reminders wait for your approval.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Pricing and estimates
The work itself and the site visit
Safety, licensing, and warranty questions
Complaints, refunds, and disputes
Approving anything a customer will see

Anything that sounds like a complaint, a safety concern, or a price question is flagged for you to answer. Setups are written to avoid deciding who gets service based on protected classes under federal, state, and local law.

Tools it connects to

Voicemail and call transcriptsText messagesEmailWeb formsCalendarCustomer list or job trackerReview sitesAccounting exports

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Step by step guides: How to answer a missed call and chase an open quote from the truck and How to know which subcontractor certificates expire this month. Overview page: AI for home service and construction owners.

Set this up for your home service business

Start your intake Missed call kit Email Carlos Call (385) 527-4433

Next 07 · Dentists

07 · Dentists

Recall and treatment plan follow up, drafted for your front desk

The front desk is on the phone, the chairs are full, and the recall list keeps growing. Agents prepare the first draft of each reminder, follow up, and review request. A person at your office approves every one before it goes out, and your setup takes on newer tools as they prove useful.

Where the time goes

Patients who left a consult without booking wait for a call back.
Recall reminders go out in batches, or only when someone has a quiet hour.
New patient forms get read at the last minute.
Review requests rarely get asked.

Sample view

Waiting for review

Recall reminder · batch of drafts

ready

Consult follow up · crown consult

needs edit

Intake summary · new patient form

queued

Review request · Tuesday visits

approved

Sample: front desk review queue. Example data only.

Workflows

6 workflows we set up for you

Treatment plan follow up drafts

After a consult, an agent prepares a short note that refers to the visit type your team tags. A team member edits and approves it. Questions about cost or coverage are flagged for your staff to answer.

Recall reminder drafts

From a list your office exports, an agent prepares a reminder for each patient who is due. Your staff reviews the batch and approves what goes out.

Appointment reminder drafts

Confirmations and day before reminders are prepared from your calendar. They wait for approval, and conflicts are flagged for you.

New patient intake summaries

Forms and messages that your staff chooses to share become a one page summary for the front desk, with open questions listed. A person reads the original before relying on the summary.

Review request and reply drafts

After a visit your team marks complete, an agent prepares a review request. New reviews get a drafted reply that a person rewrites or discards.

Office content drafts

Newsletters, social posts, and answers to common questions are drafted from topics you pick. The dentist or office manager edits everything before it is posted.

A day, before and after

A sample day with your setup running

Before

7:45Check the voicemail and answer the easy ones.
10:00Phones ring while patients check in.
12:30Try to remember which consults never booked.
3:00Build a recall list by hand.
5:30Write the office newsletter from scratch.

After

7:45Voicemail summaries and reply drafts wait for approval.
10:00Reminder drafts are ready for a staff member to review.
12:30A list of open consults comes with follow up drafts to edit.
3:00Recall drafts arrive as a batch for review.
5:30A newsletter draft is ready for your edit.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Diagnosis and treatment advice
Anything a patient asks about their own care
Cost and coverage conversations
Approving every message and post
The conversation in the chair

Drafts only. A person on your team reads and approves every message before it goes out. LUR gives no clinical advice and makes no promises about patient information, so your office decides what is shared with any draft workflow.

Tools it connects to

EmailText messagesCalendarExported recall and appointment listsIntake formsReview sitesWebsite content

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Each month we check in with you and add what applies. An example drop: a newer way to summarize intake forms, or a better draft format for recall reminders. Example only, since each drop depends on your office.

Set this up for your dental office

Start your intake Email Carlos Call (385) 527-4433

Next 08 · Jewelers and watch repair

08 · Jewelers and watch repair

AI follow up for jewelers and watch repair shops: the full page

From take-in to pickup, drafted while you stay at the bench

Jewelers and watchmakers spend the day at the bench and the counter. Status questions and new inquiries arrive while your hands are busy. The setup drafts each reply and update in your words, and you approve it before it goes out.

Where the time goes

Custom design inquiries wait until the shop closes.
A consult ends, a quote goes out, and nobody follows up.
Customers call to ask if a repair is ready, and the call comes mid-job.
A part has been on order for weeks, and the customer has not heard why.

Sample view

Waiting for review

Custom inquiry · reply drafted

ready

Consult follow up · sent last week

needs edit

Pickup note · repair marked ready

queued

Post caption · new pieces

approved

Sample: shop review queue. Example data only.

Workflows

7 workflows we set up for you

Custom inquiry replies

A website form or message arrives. An agent prepares a reply that asks about the occasion and the style the customer has in mind, and offers visit times from your calendar. You approve it before it goes.

Consult and quote follow up

At the interval you choose, the agent prepares a check in that refers to the consult. You decide which ones go out.

Repair status and pickup notes

Tell the setup what is on the bench today. It drafts an update at each stage of the job, including a delay note before a promise date slips. You approve each one.

Estimate follow up

After an estimate goes out, the setup drafts a check-in at the interval you choose. The amount and dates come only from you.

Take-in notes from photos and voice notes

Describe the piece at take-in and add photos. The setup files a dated condition note on the job, including instructions like do not polish. You check every detail.

Occasion reminders

For birthdays and anniversaries that customers have told you about, an agent prepares a short note a few weeks ahead. You choose who receives one.

Review requests and replies

After a pickup, an agent prepares a review request. It also drafts replies to new reviews for you to edit.

A day, before and after

A sample day with your setup running

Before

9:30Read overnight messages on your phone.
11:00A customer waits at the counter while another message arrives.
2:00Wonder if the ring consult ever got an answer.
5:30Call customers about finished repairs.
9:00Write tonight's estimates and answer the day's email.

After

9:30Overnight messages have replies drafted. Edit and approve.
11:00Drafts wait while you stay with the customer in front of you.
2:00Open consults appear with follow ups ready to edit.
5:30Pickup notes are drafted for finished repairs.
9:00Estimate follow ups and status updates are waiting as drafts.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Pricing and quotes
Appraisals and value statements
Diagnosis and the work at the bench
Design conversations
Advice on gifts and occasions
Approving every message and post

Descriptions of metals and stones come from the facts you supply. A person checks each claim before a message or post goes out.

Tools it connects to

EmailText messagesCalendarWebsite formsPhotos and voice notesRepair tickets or a simple listPOS or repair software exportSocial accounts and review sites

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Each month we check in and add what applies. An example drop: an arrival note with condition photos for mail-in watches. Example only, since each drop depends on your shop.

Step by step guides: How to reply to a custom ring inquiry before the shop closes and How to follow up on every open ring consult without pestering anyone.

Set this up for your repair counter

Start your intake Consult sheet Inquiry reply sheet Email Carlos Call (385) 527-4433

Next 09 · Doctors

09 · Doctors

Reminders and practice content, drafted for a person to approve

A medical practice runs on a small team that answers phones, books visits, and writes the same notes every day. Agents prepare first drafts from templates your staff writes. A person on your team approves every message before it goes out. Nothing is sent on its own.

Where the time goes

Reminder messages get written one at a time.
Follow ups after a visit depend on whoever has a minute.
Referring offices wait for a reply.
The practice newsletter and website answers get written late, or not at all.

Sample view

Waiting for review

Appointment reminder · drafted

ready

Referral reply · drafted

needs edit

Inquiry summary · new request

queued

Newsletter draft · October

approved

Sample: practice review queue. Example data only.

Workflows

6 workflows we set up for you

Appointment reminder drafts

Reminder and confirmation messages are prepared from your calendar and the template wording your staff wrote. They wait for approval.

Visit follow up drafts

The agent fills in your approved template for general check in messages. It does not write medical advice. Anything that sounds clinical is flagged for a clinician.

Inquiry summaries

A new request that your staff chooses to forward becomes a short summary with open questions listed. A person reads the original message too.

Referral office replies

An agent prepares a reply to a referring office that confirms receipt and the next step your staff names. A person approves it.

Practice content drafts

Newsletters, website answers, and social posts are drafted from topics you choose. A clinician edits everything before it goes live.

Review request drafts

An agent prepares a review request template. A person decides who receives it. Replies to reviews are drafted for a person to rewrite or discard.

A day, before and after

A sample day with your setup running

Before

7:30Check messages before the first patient.
10:00Phones ring through the morning.
12:30Write reminder messages by hand.
3:00Answer a referring office.
6:00Draft the newsletter after hours.

After

7:30Message summaries and reply drafts are waiting for review.
10:00Reminder drafts are ready for a staff member to approve.
12:30Template based messages are filled in for your check.
3:00A reply to the referring office is drafted.
6:00A newsletter draft is ready for a clinician to edit.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Medical judgment and advice
Every conversation with a patient about their care
Anything clinical in a message
Approving every message before it goes out
Decisions about what the setup may see

Drafts only. A person on your team reads and approves every message before it goes out. LUR gives no medical advice and makes no compliance claims. We make no promises about patient information, so your practice decides what, if anything, is shared with a draft workflow.

Tools it connects to

EmailText messagesCalendarTemplate wording your staff writesWebsite contentReview sites

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Each month we check in with you and add what applies. An example drop: a newer way to summarize inquiries, or a better layout for template based messages. Example only, since each drop depends on your practice.

Set this up for your practice

Start your intake Email Carlos Call (385) 527-4433

Next 10 · Lawyers

10 · Lawyers

Consult follow up and intake summaries, drafted for an attorney to approve

A law practice answers new inquiries, chases documents, and writes the same status notes again and again. Agents prepare first drafts. An attorney or staff member approves every message before it goes out. Nothing is sent on its own.

Where the time goes

New inquiries wait while the attorney is in court or a meeting.
Consults end and the follow up slips.
Clients owe documents and nobody has time to remind them.
Articles and newsletters never get written.

Sample view

Waiting for review

Consult follow up · drafted

ready

Document reminder · drafted

needs edit

Intake summary · new inquiry

queued

Article draft · local topic

approved

Sample: attorney review queue. Example data only.

Workflows

6 workflows we set up for you

Consult follow up drafts

After a consult, an agent prepares a short thank you and a next step you name. An attorney edits and approves it. It states no opinion about the matter.

Intake summaries

An inquiry form or message that your staff chooses to share becomes a one page summary with open questions listed. A person reads the original before anyone relies on it.

Consult reminder drafts

Reminders for scheduled consults are prepared from your calendar. They wait for approval.

Document reminder drafts

You list the documents a client still owes. The agent prepares a polite reminder for a staff member to approve.

Status update drafts

From notes an attorney supplies, an agent prepares a plain language update for the client. The attorney rewrites it as needed and sends it personally.

Content drafts

Articles, newsletters, and answers to common questions are drafted from topics you pick. An attorney edits everything before it is published.

A day, before and after

A sample day with your setup running

Before

8:00Read new inquiries between calls.
10:30In a meeting while messages pile up.
1:00Remember which consults need a follow up.
3:30Remind clients about missing documents.
7:00Write a status note from memory.

After

8:00Inquiry summaries and reply drafts are waiting for review.
10:30Drafts wait in the queue until you are free.
1:00A list of open consults comes with follow ups to edit.
3:30Document reminders are drafted for staff to approve.
7:00A status note draft is ready for your rewrite.

Sample day. Example only. It is not a customer result and sets no expectation of time saved.

What stays human

Legal advice and case strategy
Whether to take on a matter
Engagement terms
Approving every message before it goes out
The relationship with each client

Drafts only. An attorney or staff member approves every message before it goes out. The workflows give no legal advice. LUR makes no claims about professional conduct rules, advertising rules, or confidentiality, so your firm decides what the setup may see and what it may say.

Tools it connects to

EmailCalendarText messagesIntake formsDocument lists you keepWebsite content

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Monthly check-in and monthly drop

Each month we check in with you and add what applies. An example drop: a newer way to summarize intake messages, or a better draft format for client updates. Example only, since each drop depends on your practice.

Set this up for your law practice

Start your intake Email Carlos Call (385) 527-4433

Tell me where
your week gets stuck.

Start the intake. We set it up around how you work and show you how to adjust it. Each month we add what is new.

Start your intake Email Carlos Call (385) 527-4433

Built around your work · Updated monthly