Your client has a question.It’s Thursday night.
The next call is in three weeks. The decision is taking shape tonight. Nothing in the standard stack sits between the two.
When the question arrives between meetings.
Can we pay this supplier early?
The service is continuous.
The channel is not.
A text. An email. A quick call. Clients have plenty of ways to reach your firm, and every one of them ends in a person’s calendar.
So the questions that arrive at eight forty two on a Thursday go somewhere else. There is a general assistant open in the next tab and it answers instantly, with no connection to the business’s bank, no knowledge of what your firm decided last quarter, and no accountability to anyone.
Your clients get answers.
Your firm sees what matters.
Give clients an AI controller assistant under your firm’s name. Routine questions have a place to go, and the conversation comes back to your team.
See supporting records
| Cash · latest morning update | $180,000 |
| Scheduled commitments, including payroll | −$50,000 |
| Supplier payment being considered | −$20,000 |
| Remaining cash | $110,000 |
| Agreed operating buffer | $100,000 |
Considering an early payment
The client asked about paying a $20k invoice early. The assistant showed the cash impact and the assumption about additional commitments.
Can you put your name on
what it tells your client?
Every answer traces to specific transactions. Open any one and see what it was built from.
And it refuses. When the data will not support an answer, it says so and routes the question to you rather than filling the gap. We publish how often that happens.
That is the number worth asking any tool in this space for, and the one nothing built to always have an answer can report.
What your firm sees.
Know where to follow up.
See open questions, caveats, and requests that need your judgment.
Make the next call count.
Bring the questions clients have already raised into the next check-in.
Understand recurring needs.
Notice repeated topics in the conversation history and explore where clients need more support.
Your firm still sees it.
A controller for
every client.
AgentLink is an AI controller for client work. It watches the bank and the ledger every day, keeps the forecast current, checks the plan against cash, and carries what was decided into the next call.
Handles questions.
Answers client questions between meetings, under your firm’s name.
Monitors cash.
Checks what moved through the bank against what was expected.
Maintains the forecast.
Keeps the short-term cash outlook current as new activity comes in.
Follows through.
Keeps decisions connected to deadlines, evidence, and outcomes.
Checks performance.
Tracks actuals against budgets and targets, bringing variances into view.
Prepares the brief.
Brings together changes, exceptions, and open decisions before your call.
You don’t adopt a new routine.
AgentLink fits into yours.
Keep your meetings, your tools, and the way you work with clients. AgentLink works behind the scenes and brings the context to you.
We help you connect.
Onboarding is free. Start with one client and connect the records and meeting context.
The monitoring runs.
Cash, targets, and decisions stay under watch without another daily dashboard check.
The work comes to you.
Briefs before conversations. Alerts and notifications when something needs attention.
The profession
deserves more room
to do its best work.
That trust was earned.
It comes from years of learning the books, asking the difficult questions, and understanding what the numbers mean for a business.
Doing more of this work should not mean finding more hours to reconstruct the story, or hiring someone to hold it. The constraint is the daily attention it takes to stay close to every client, on every client, at once.
It also happens to be the work still valued at what it costs to do well. That matters, in a profession where most partners at small firms are making seventy five thousand, maybe a hundred, for work that carries a licence and somebody’s business.
We built AgentLink to carry that daily attention, so your expertise has more room to make a difference. The relationship stays yours. So does the judgment.
One subscription.
Your whole client book.
The daily work and the morning brief belong together. They are included in the Partner plan.
Continuous context.
Across your clients.
- Morning briefs and meeting memory
- Daily cash checks and forecasts
- Budget tracking
- Client questions under your firm’s name
Partner pricing is volume based and scales with your client book. Book a call and we’ll price yours.
Book a call ↗Start with one client.
Read the brief for two weeks.
Then decide what it adds to your day.