The back office that runs itself.
I build AI agents that live inside your real accounts — email, documents, calendar, your CRM — and do the busywork your team drowns in. Not a chatbot you have to babysit. It's staff that works while you sleep.
Real estate · Legal · Healthcare · Founders & operators
Operations brief
Your practice, one screen.
Last refreshed
Aug 30, 2026 · 8:05 PM PT
Next scheduled check · Aug 31, 8:00 AM
Gmail
52 new messages evaluated
Documents
31-page packet parsed
Calendar & CRM
synced 2 min ago
Urgent queue · next 7 days
3 itemsOption period ends — response due
Title review: easements, payoff
Lender verification — docs pending
See the whole thing in sixty seconds.
A one-minute tour of the system — how it reads your documents, watches your deadlines, and briefs you every morning.
Your business runs on systems that don't talk.
Inbox
Leads, invoices, and client threads buried in 50+ messages a day. The one that actually matters looks exactly like the noise.
Conversations
Client calls, meetings, and the promises made in them live in your memory — until they quietly don't.
Documents
Deadlines, dollar amounts, and obligations sit inside 30-page PDFs nobody has time to read twice.
Follow-ups
Whatever you still remember at 9 PM — after a long day is already done deciding for you.
Every gap between those systems is a client answered second, a deadline discovered late, or revenue quietly left on the table.
This is not a chatbot.
A chatbot
- Answers only when you ask
- Knows nothing about your files or clients
- Forgets yesterday
- Types text — you do all the doing
An agent
- Works your actual accounts: email, files, calendar
- Reads documents, drafts replies, runs your tools
- Follows procedures you teach it once
- Runs on a schedule, unattended, every day
A chatbot is an intern you dictate to. An agent is staff.
One operating layer over your whole practice.
Five things I wire into the tools you already use. Pick one to start, or stack them into a single system that runs your back office end to end.
Document intelligence
Contracts, reports, and 30-page PDFs read, cross-checked, and turned into a dated action list — with a citation on every single line.
Personalized dashboards
One command desk for your whole operation: source health, an urgent queue ranked across every client and case, refreshed on a schedule.
Custom AI agents
Purpose-built staff — an intake agent, a research agent, a coordinator — each with its own skills, tone, and guardrails, handing work to each other.
Research on autopilot
Markets, comps, case law, clinical guidelines, competitors — gathered, verified against sources, and summarized before your first coffee.
Integration
Gmail, Drive, your CRM, e-sign, QuickBooks, Slack — wired together. Zapier and MCP bridge 8,000+ apps you already pay for.
Voice & daily briefings
Calls and meetings transcribed into records. Your whole day delivered as a 90-second spoken briefing, texted to your phone before you're at your desk.
Every one of these is running in production today — not a roadmap.
Pick where it hurts. I'll wire it.
The real estate system below is live today — everything in my demo deck is real output from it. The same playbook drops into any practice that runs on email, documents, and deadlines.
Real estate
Flagship — live systemA Zillow lead lands at 11:48 PM. By 7 AM it's qualified, matched against the MLS, and a reply is drafted for your approval.
- Speed-to-lead responder — qualified & logged in minutes
- Deadline watchdog on every contract & option period
- Daily voice briefing across your whole pipeline
Legal
A 90-page discovery bundle arrives. The agent returns a summary with every date, obligation, and citation — before your paralegal opens it.
- Intake triaged; matters opened from the first email
- Contracts & discovery summarized with pin-cites
- Statute-of-limitations & filing deadlines watched
Healthcare & clinics
Referrals and intake forms come in overnight. Each is parsed, filed to the right chart, and prior-auth paperwork is drafted for staff review.
- Referral & intake processing, filed automatically
- Prior-auth and forms drafted — never a diagnosis
- Appointment follow-ups & no-show recovery
Founders & operators
It's Friday and the investor update isn't written. The agent drafts it from your real metrics, CRM, and inbox — you edit and send.
- Investor updates & board decks drafted from live data
- Sales follow-ups written in your voice, 24/7
- Weekly reporting assembled while you sleep
Finance & bookkeeping
Statements, invoices, and receipts land in a shared folder. They're categorized, reconciled, and flagged — with exceptions surfaced to you.
- Invoice & receipt capture straight into the books
- Reconciliation with exceptions flagged, not buried
- Client-ready summaries drafted each month
Agencies & creators
A client brief becomes a project brief, a task list, and a first draft of deliverables — before the kickoff call is even booked.
- Briefs → scoped projects & task lists automatically
- Research, first drafts, and repurposing on tap
- Status roll-ups across every client account
Every practice is different. The system is built around yours — not the other way around.
Your sources in. Your decisions out.
Sources
every new message since the last run
Voice & meetings
calls and recordings, transcribed
Documents & files
contracts, reports, spreadsheets
The agent
Reads, verifies, drafts.
- Verifies every claim against a source
- Dedupes across runs — no double alerts
- Extracts deadlines, amounts, owners
- Drafts replies for your approval
- Runs itself on a schedule
Delivered to you
Live dashboard
the command desk
Voice briefing (MP3)
your day, spoken
SMS to your phone
headline + audio link
Searchable archive
every run logged
It runs morning and night, whether you're at your desk or not.
Teach it once. It's trained forever.
A skill is a written procedure — your intake questions, your tone, your checklist — that the agent loads the moment the situation calls for it. Say “always CC my assistant” once, and it becomes permanent procedure, not a preference it forgets by Friday.
Write the procedure in plain English
A one-page file: “When a new client emails, capture budget, timeline, and scope, then draft a reply in my voice.”
Drop it in the skills folder
That's the whole installation. No app store, no vendor, no code.
The agent applies it automatically
Every new task now follows your playbook — and your whole team's agents share the same file.
Skills I'd build for a practice like yours
Your best practices stop living in your head.
Built like it handles client data. Because it does.
Nothing invented
Every lead, deadline, and figure traces to a message, a transcript, or a document — or it doesn't appear.
Honest about absence
It reports “no new recordings” and “nothing found” rather than inventing something plausible.
Drafts, never auto-sends
Outbound email and texts stop at a draft for your approval. You stay the voice of your business.
Credentials stay on your machine
Your passwords and API keys live locally — not in my hands, not in a third-party app.
Every run leaves a log
What was checked, what was found, what was skipped — auditable after the fact.
The agent prepares. You decide.
The agent never
- Sends email or texts on its own
- Signs, pays, or moves money
- Publishes anything without your review
- Gives professional advice
You always
- Approve every outbound word
- Stay the professional of record
- Own the client relationship
- Hold the final decision
Let's audit your workflow.
01
Workflow audit
45 minutes. We map where your hours and your leads actually leak — no slides, no pitch.
02
Pilot
One automation, live on your real accounts, with guardrails on. You see it work before you commit.
03
Expand
Add skills, agents, and scheduled runs as the system earns your trust — one win at a time.
The tool costs $20 a month. The system is the hard part.
Installing a chatbot gets you a smart terminal you stop opening in March. Engineering the system — sources wired safely, verification, your skills, delivery to your phone — is the part you hire, and keep.
Bring one bad week. Leave with the plan to automate it.
Tell me the task that eats your week. I'll come back with exactly what an agent would take off your plate — and what it would cost to wire it. No pitch, no jargon.
Prefer email? rimalsage@gmail.com
Replies within 24 hours.