Every day the agent works out who needs attention. It looks at filing deadlines, recent calls and emails, and what each client has asked about, then ranks the list. Your partner opens one screen and sees the clients to contact today, with the reason beside each name. Because it logs calls and emails as they happen, notes no longer depend on someone finding time at the end of the day. When someone is away, a colleague can pick up the thread.
A typical week might show clients whose year-end is close, those who have not been contacted for a while and those who asked about something outside the current engagement. The agent suggests the next step for each, and your team approves it before anything goes out. The aim is that no client is forgotten, not that every client is messaged.
The agent can point out patterns in client data, such as a year-end approaching or a business that has grown. It suggests the conversation. It does not send the pitch on its own, and any message to a client waits for approval.
If you already use a practice management tool, the agent works with it, as the page above says. It is less useful where client records are thin, because there is little to learn from, so a short clean-up of contact and deadline data is worth doing first. Track whether deadlines are caught earlier, how many flagged opportunities become conversations, and how much time your team no longer spends updating records by hand.
No. The agent works with the system you have. We only add aicrmz where you have nothing suitable.