Client Status Agent
Gives clients self-service access to their own records, even when the data lives in a legacy system.
AI Agents / Client Service
Stop answering “where does it stand?” by email.
When client data lives in an old system only staff can use, every status question becomes an email and every request gets typed in by hand.
This agent puts a modern self-service portal on top of your legacy system without touching it. Clients look up their own records, submit structured requests, and see deadlines coming.
Built For
- Firms running on legacy systems they cannot replace yet
- Service businesses fielding constant status emails
- Teams re-keying client requests by hand
→ The Challenge
Every client record lived in a 40-year-old FoxPro database. Clients emailed to ask where things stood, and staff typed every request in by hand.
What Goes Wrong Without It
- Data clients could not see. Every status question came in as an email a person had to look up.
- Requests typed by hand. Every notice request had to be keyed into the old system manually.
- Deadlines tracked manually. Filing windows differ by state and type, across thousands of open items.
How It Works
Proven Results
Built for a construction lien services firm running on a decades-old database.
60
Fewer inbound status requests
124
Notices made self-service
80
Less manual data entry
3
Tiers of secure access
“Our customers used to email us for every status update. Now they look it up themselves, and our team has time for the work that needs a person.”
Ethan Mercer, CEO, Caprenos
What It Connects To
The original build reads from FoxPro without changing it. The same pattern works on top of almost any legacy database or ERP.
No Migration Required
Your old system keeps running the business. The portal adds the modern layer, with zero risk to the data underneath.
PUT IT TO WORK
You do not have to replace an old system to give clients a modern experience.
- Book Your Call
Pick a time that works for you on the calendar. - Tell Us About Your System
Share what runs your business today and what clients ask for most. - Get It Built
We sync your data and launch the portal on top.
