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AI Agent Development Services

AI agent development services means building software that takes action on behalf of your team. An agent reads emails, classifies documents, routes tasks, and drafts reports without waiting for a person to do it. I build these for professional services firms with 20-100 staff and deploy them on your existing tools in 4-6 weeks.

The problem

Why Firms Hire for This

Professional services firms hit the same ceiling: staff spend hours on repetitive work that follows clear rules, but nobody has time to systematize it.

01

Manual document processing

Client documents arrive via email, portal, and shared drives. Someone opens each one, figures out what it is, extracts the key data, and routes it to the right person. This takes 2-4 hours per client.

document inbox12 pending
Tax return - Morrison.pdfClassify manually
Invoice #4821.pdfEnter into Xero
Client letter - TanakaRoute to Sarah
Compliance form Q4Check and file
02

Repetitive client follow-ups

Status updates, missing-document reminders, and check-in emails get written from scratch every time. Senior staff spend Friday afternoons drafting messages instead of doing billable work.

Morrison & CoInvoice reminder
3 days late
Tanaka HoldingsDoc request follow-up
Sent 2x, no reply
Hartley GroupMeeting confirmation
Waiting since Monday
03

Task routing by tribal knowledge

Who handles what depends on who you ask. Routing rules live in people's heads, not in a system. When someone is out sick, work stalls or goes to the wrong person.

Tax queryAsk Sarah (she knows)Sarah is on leave
New client setupAsk James (he did it last)James forgot steps 4-7
Compliance issueAsk the partnerPartner is the bottleneck

What changes

What I Build

Each agent handles one specific workflow end-to-end. Built on your existing tools. No new platforms to buy.

doc processing agent
Tax return received0s
Classified: corp tax2s
Data extracted8s
Routed to Sarah M.1s

Document processing agents

Accept client documents via email, portal, or upload. Extract key data, classify by type, flag missing items, and route to the right person automatically.

comms agent
Invoice reminder sentMorrison & Co
sent
Status update draftedTanaka Holdings
review
Meeting confirmedHartley Group
sent

Client communication agents

Draft follow-up emails, status updates, and reminders based on project state and client history. Send when you approve, or on a schedule.

workflow agent
Client doc reviewSarah M.2h
Q4 reconciliationJames K.4h
Tax return prepAuto-assigned1h

Internal workflow agents

Route tasks based on explicit rules instead of tribal knowledge. Track deadlines, flag bottlenecks, and reassign when someone is unavailable.

reporting agent
Xero data pulleddone
Report formatteddone
Narrative drafteddone
Ready for reviewpending

Reporting agents

Pull data from your tools, format into client-ready or internal reports, and compare against benchmarks. Weekly or monthly, on schedule, without manual assembly.

How we'll work

One workflow. Four weeks. Measurable results.

Each sprint tackles one high-impact workflow from assessment to production. Then we move on to the next problem.

01Week 1

Find the highest-impact opportunity

I sit with your executives and map the current state of your operations. Every workflow gets scored for automation potential and ROI. We pick the one that moves the needle most.

02Weeks 2-3

Design and build

We figure out what the automation looks like. Sometimes it's a Claude Cowork plugin. Sometimes it's custom software. I build it on your existing tools. No new platforms to buy.

03Week 3-4

Go live and measure

The system goes into production. I set up tracking for hours saved, throughput, and error rates. Real numbers, not projections.

04Week 4

Train your team

Your people learn to use the new workflow. Documentation, walkthroughs, hands-on sessions. Adoption is where most AI projects die, so this part gets the same attention as the build.

Know which workflow to fix first?

Book a 30-minute call. We'll map your operations and find the highest-ROI automation.

Book intro call →

Example

What This Looks Like in Practice

A 45-person accounting firm in Singapore was spending 4 hours per client on document intake during tax season. Staff opened emails, downloaded attachments, classified documents, entered data into their system, and chased clients for missing items. I built a document intake agent over 5 weeks.

4 hrs → 20 min

Per-client intake time

The agent reads incoming emails, extracts and classifies documents, enters data, and flags what is missing. Staff review and approve instead of doing it from scratch.

92%

Classification accuracy

After two weeks of corrections, the agent correctly classified document types 92% of the time. The remaining 8% get flagged for human review.

11 hrs/week

Staff time recovered

Across the team, 11 hours per week moved from document processing to billable advisory work during peak season.

FAQ

Common questions about this service.

How quickly does a custom AI agent pay for itself?+
Most firms see payback within 6 weeks through recovered staff hours. The engagement covers workflow mapping, the build, team training, and measurement.
How long does it take to build and deploy an AI agent?+
4-6 weeks from kickoff to live. Week 1 is workflow mapping. Weeks 2-4 are the build. Weeks 5-6 are training your team and measuring results. Every agent includes a human-in-the-loop review step.
What tools and integrations do AI agents work with?+
Agents are built on your existing stack: Slack, Google Workspace, Notion, Xero, QuickBooks, Asana, HubSpot, and any tool with an API. No new platforms to buy. The agent connects to what your team already uses daily.
Can we request changes after the agent is deployed?+
Yes. Agents are built on prompts and integrations, not compiled code. Adjusting behavior, adding a new data source, or changing the output format is straightforward. Most adjustments take hours, not weeks.
What happens if the agent makes a mistake?+
Every agent includes a human-in-the-loop review step. The agent drafts, flags, or routes. A person reviews and approves before anything goes to a client or external system. Mistakes get caught before they matter.
Do we need a technical team to maintain the agent?+
No. The agent runs on your existing tools and is configured during the engagement. Your team interacts with it through email, Slack, or your project management tool. Training covers how to handle exceptions and adjust settings.

Tell me what eats your time.

30 minutes, no strings.