Client Question Agent
Answers client questions from their own project file, at any hour, and hands off to staff only when needed.
AI Agents / Client Service
Answers in seconds, grounded in the client’s own file.
Clients ask the same procedural questions throughout every engagement. Answering them eats staff time and adds nothing you can bill for.
This agent sits on every project and answers from that project’s actual status, tasks, and documents. Procedural questions get answered at any hour, and your team steps in only when a question needs a person.
Built For
- Firms that walk clients through long, multi-step transactions
- Teams buried in status and procedure questions
- Leaders who want better service without more staff
→ The Challenge
Investors asked the same procedural questions throughout every exchange, and answering them consumed staff time while adding nothing the firm could charge for.
What Goes Wrong Without It
- Same questions, every case. Procedural questions repeat on every engagement.
- Answers wait on staff. Clients wait hours or days for answers that could take seconds.
- Generic chatbots guess. A bot without the client’s file gives vague answers that create more questions.
How It Works
Proven Results
Built for a qualified intermediary handling 1031 tax-deferred exchanges.
65
Of client questions answered without staff
50
Fewer staff hours per exchange
100
More exchange volume handled
3
Notification channels
“Our clients get answers right away, and we can see every deadline on every exchange in one place.”
Ryan Smith, CEO, i1031
What It Connects To
The original build is embedded in a 1031 exchange platform. The same pattern works inside client portals, project tools, and CRMs.
Staff Step In When It Counts
The agent handles the routine questions. Your team handles the ones that need experience and judgment.
PUT IT TO WORK
The best client service answers the question before the client has to ask twice.
- Book Your Call
Pick a time that works for you on the calendar. - Share Your Top Questions
Tell us what clients ask most and where the answers live. - Get It Built
We ground the agent in your project data and set the handoff rules.
