Solo founders
Inbox and calendar assistant
Sorts your inbox every morning, drafts your replies and books the calls people ask you for.
The catalog
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Anything else
Describe the job in your own words. Our engineers work out how he would do it, and you see the price before you hire him.
Solo founders
Consultants, coaches, freelancers and creators. 9 Jameses.
Solo founders
Lead follow-up rep
Follows up with every coaching or consulting lead who went quiet, and keeps your Notion lead list current.
Solo founders
Invoice and payment chaser
Sends your client invoices from Stripe, nudges late payers politely and keeps QuickBooks matched.
Solo founders
New client onboarder
Sends your proposal and contract in DocuSign, then sets the client up in Notion and books a Zoom kickoff.
Solo founders
Testimonial collector
Asks every client for a few honest words when the work wraps up, offers nothing in return and files them.
Solo founders
Content repurposer
Turns each new YouTube video or Zoom recording into a LinkedIn post and an X thread in your voice.
Solo founders
Weekly newsletter writer
Drafts your weekly Substack or Kit issue from your notes and links, and schedules it after your OK.
Solo founders
Freelancer hiring helper
Reads every Upwork proposal, sorts them by your must-haves and books calls with the freelancers you pick.
Solo founders
Product support desk
Answers buyers of your course or ebook on Gumroad, resends downloads and asks you before any refund.
Tech startups
SaaS, apps and software teams. 9 Jameses.
Tech startups
Inbound lead responder
Answers every demo request and signup in HubSpot with a personal note and your Calendly link.
Tech startups
Outbound prospecting rep
Finds target accounts in Apollo that fit your ideal customer and drafts personal emails for your OK.
Tech startups
Support inbox rep
Answers customer questions in Intercom from your help docs, and passes bugs and billing to the right people.
Tech startups
Bug report triager
Turns bug reports in Zendesk into Linear issues with steps to reproduce, and tells the customer it is logged.
Tech startups
Failed payment chaser
Follows up on failed Stripe payments and plans set to cancel with a short note in your voice.
Tech startups
Weekly metrics reporter
Builds your Monday numbers from Stripe and HubSpot, writes them up in Notion and posts them in Slack.
Tech startups
Release notes writer
Writes release notes from last week's merged pull requests and drafts the LinkedIn and X posts.
Tech startups
Demo scheduler
Preps every booked demo with a brief for you, checks who showed up, and sends no-shows a way to rebook.
Tech startups
Eng hiring coordinator
Logs applicants for your engineering roles, books interviews with the ones you pick and chases feedback.
Home services
HVAC, plumbing, electrical, cleaning and landscaping. 9 Jameses.
Home services
New lead responder
Answers new Thumbtack and Angi leads with times you have open and books the estimate in Jobber.
Home services
Quote follow-up rep
Follows up on every open quote in Jobber or Housecall Pro so none of them go quiet.
Home services
Customer inbox keeper
Answers customer emails about arrival times, rescheduling and invoices using the real job details.
Home services
Late invoice chaser
Reminds customers about unpaid invoices with the pay link, politely, and tells you who paid.
Home services
Review manager
Asks every customer for a Google review after the job and answers new reviews in your voice.
Home services
Maintenance plan scheduler
Books the tune-ups and seasonal visits your plan members are due for, from ServiceTitan.
Home services
Before and after poster
Turns your crew's before and after photos into posts for Facebook, Instagram and your Google profile.
Home services
Crew hiring assistant
Sorts applicants for tech and crew jobs by your must-haves and books the interviews you choose.
Home services
Parts reorder clerk
Checks the parts your techs used this week and builds the reorder at your supply house.
Restaurants and cafés
Dining rooms, cafés, catering and takeout. 9 Jameses.
Restaurants and cafés
Review manager
Answers every Google, Yelp and OpenTable review in your voice and brings you the unhappy ones first.
Restaurants and cafés
Catering inquiry rep
Answers catering inquiries with a quote from your own menu and prices, then follows up until they decide.
Restaurants and cafés
Guest inbox keeper
Answers guest emails and Instagram messages about hours, menu, parking and lost items.
Restaurants and cafés
Large party booker
Handles requests for big tables: checks OpenTable, offers times and books the one the guest picks.
Restaurants and cafés
Daily specials poster
Posts your daily specials on Instagram and Facebook with your photo and a short caption.
Restaurants and cafés
Shift hiring helper
Sorts applicants for server and cook jobs by your must-haves and books the interviews you choose.
Restaurants and cafés
Supplier order builder
Builds your weekly food and supply orders from your counts and pars, on your vendors' own sites.
Restaurants and cafés
Delivery charge disputer
Checks DoorDash error charges against your Toast tickets and drafts disputes where the ticket backs you.
Restaurants and cafés
Daily sales bookkeeper
Puts each day's Toast sales, tips and delivery payouts into QuickBooks and flags what does not match.
Accounting firms
Bookkeeping, tax and advisory practices. 9 Jameses.
Accounting firms
Document chaser
Chases clients for the documents you still need, through your TaxDome portal, until they are in.
Accounting firms
New client onboarder
Sends your engagement letter, chases the signature, sets the client up in Karbon and asks for documents.
Accounting firms
Client inbox keeper
Sorts client emails into Karbon, answers status and upload questions, and leaves tax questions to you.
Accounting firms
Late invoice chaser
Reminds clients about unpaid fees in QuickBooks or Xero, politely, and tells you who paid.
Accounting firms
Transaction categorizer
Categorizes clients' bank transactions by your rules and asks them about the ones he cannot place.
Accounting firms
Review request sender
Asks every client for a Google review when their work is done and answers new reviews in your voice.
Accounting firms
Client meeting booker
Books review meetings when a client's work is ready, with your Calendly link and a reminder the day before.
Accounting firms
Client newsletter writer
Writes your monthly client newsletter with key dates and firm news from your notes, and sends it in Mailchimp.
Accounting firms
Seasonal hiring helper
Sorts applicants for tax season roles by your must-haves, books the interviews you choose, sets up hires.
Real estate
Agents, teams and brokerages. 9 Jameses.
Real estate
New lead responder
Answers new Zillow and website leads in Follow Up Boss with real details on the home and sets a follow-up.
Real estate
Open house follow-up
Adds open house visitors to Follow Up Boss and thanks each one with homes like the one they toured.
Real estate
Deal inbox keeper
Answers emails from clients, lenders and other agents using what he knows of each deal.
Real estate
Commission tracker
Logs each closing's commission, split and fees, matches the deposit and keeps your year's numbers current.
Real estate
Review request sender
Asks every buyer and seller for a Zillow and Google review after closing, from Follow Up Boss.
Real estate
Showing scheduler
Requests showings for the homes your buyer picks, plans the order and sends the buyer the tour.
Real estate
Just listed marketer
Turns a new listing into a flyer, social posts and an email to your list, ready the day it goes live.
Real estate
Agent recruiting helper
Sorts agents who ask to join by your must-haves, books the meetings you choose and sends their paperwork.
Real estate
Transaction coordinator
Tracks every date and document from contract to closing and reminds the lender, title and agents in time.
Law firms
Solo practices and small firms. 9 Jameses.
Law firms
Client intake coordinator
Answers new inquiries, sends your intake form and sets each person up in Clio for your conflict check.
Law firms
Client email assistant
Files client emails to the right matter in Clio and drafts answers to status questions for your OK.
Law firms
Late bill chaser
Finds overdue bills in Clio and sends each client a polite reminder with a LawPay link, after your OK.
Law firms
Review manager
Asks every client for a Google review when their matter closes and drafts replies that keep cases private.
Law firms
Hearing reminder rep
Reminds clients of hearings, depositions and meetings on your Clio calendar, with the time and place.
Law firms
Social post writer
Turns your firm news and the topics you pick into weekly LinkedIn and Facebook posts.
Law firms
Hiring coordinator
Gathers applicants for your paralegal and staff openings and books interviews with the ones you pick.
Law firms
Client document chaser
Asks clients for the documents their matter needs, chases what is missing and files what comes in.
Law firms
New client onboarder
Sends your engagement letter when you take a case, opens the matter and requests the retainer.
Agencies
Marketing, creative and digital agencies. 9 Jameses.
Agencies
Proposal follow-up rep
Follows up on every proposal you sent until the client signs or says no, and keeps HubSpot current.
Agencies
Client request triager
Turns client requests from email and Slack into ClickUp tasks and tells the client it is in hand.
Agencies
Retainer invoice sender
Makes each client's monthly retainer invoice in QuickBooks and sends it once you say yes.
Agencies
Review request rep
Asks every client for a Google or Clutch review when a project wraps, with nothing offered in return.
Agencies
Client check-in scheduler
Books each client's monthly check-in, sends the agenda the day before and handles reschedules.
Agencies
Ad budget watcher
Checks client ads on Meta and Google every morning against the budgets you set and flags what is off.
Agencies
Hiring coordinator
Logs applicants and portfolios for your open roles and books calls with the designers and writers you pick.
Agencies
Client report builder
Builds each client's monthly report from Meta and Google Ads in your template and drafts the email.
Agencies
New client onboarder
When a deal is won, sends the contract, sets up ClickUp and a Slack channel and sends a kickoff link.
Recruiting and staffing
Recruiters, staffing and search firms. 9 Jameses.
Recruiting and staffing
Client outreach rep
Writes to hiring managers at the companies on your list and logs every reply in Bullhorn.
Recruiting and staffing
Candidate inbox assistant
Answers candidate emails about where they stand from your Bullhorn notes and logs every message.
Recruiting and staffing
Placement invoicer
Makes the fee invoice in QuickBooks when a placement starts and keeps an eye on it until it is paid.
Recruiting and staffing
Review request rep
Asks every placed candidate and client for a Google review and drafts replies to new ones.
Recruiting and staffing
Interview scheduler
Books client interviews for the candidates you submit, confirms both sides and handles reschedules.
Recruiting and staffing
Hot jobs newsletter writer
Turns your open job orders into a weekly email to your candidate list and a LinkedIn post.
Recruiting and staffing
Job posting coordinator
Posts each new job order on Indeed and LinkedIn and logs every applicant in Bullhorn for you to review.
Recruiting and staffing
Timesheet chaser
Chases your contractors for weekly hours and sends client managers their team's hours to approve.
Recruiting and staffing
Database cleaner
Finds duplicate and stale candidate records in Bullhorn and tidies them once you agree.
E-commerce
Online stores and direct-to-consumer brands. 9 Jameses.
E-commerce
Wholesale inquiry rep
Answers stores that ask about wholesale with your line sheet and terms, and follows up until they decide.
E-commerce
Customer support rep
Answers order status and product questions in Gorgias from Shopify and ShipStation, in your voice.
E-commerce
Chargeback responder
Builds the evidence for each Shopify chargeback from the order, tracking and messages, for your OK.
E-commerce
Review manager
Makes sure every buyer gets your review request, with no discount for it, and answers new reviews.
E-commerce
Email campaign writer
Writes your weekly Klaviyo email from new, restocked and sale items, and schedules it with your OK.
E-commerce
Ad budget watcher
Checks your Meta ads every morning against the budget you set and asks before changing anything.
E-commerce
Seasonal hiring coordinator
Gathers applicants for your peak season packing and support roles and sets up the people you hire.
E-commerce
Stock reorder rep
Watches stock in Shopify, drafts purchase orders to your suppliers and sends them once you say yes.
E-commerce
Returns desk
Handles return requests by your policy, from label to refund, and asks you before any money goes back.
Salons, spas and fitness
Hair, beauty, spas, gyms and studios. 9 Jameses.
Salons, spas and fitness
Inquiry follow-up rep
Answers price and booking questions from Instagram, your site and email, then books the time they pick.
Salons, spas and fitness
Front desk inbox
Answers client emails about prices, hours, packages and policies, and hands you the tricky ones.
Salons, spas and fitness
Failed payment chaser
Finds failed membership and package payments in Mindbody and asks each member to update their card.
Salons, spas and fitness
Review manager
Asks every client for a Google review after their visit and answers each review in your voice.
Salons, spas and fitness
Rebook reminder
Finds clients due for their next cut, color or facial who haven't booked, and sends them a link to rebook.
Salons, spas and fitness
Instructor sub finder
When an instructor can't teach, asks who can cover and puts the sub on the class in Mindbody.
Salons, spas and fitness
Instagram poster
Turns your before-and-after photos into Instagram posts and stories, and posts them once you say yes.
Salons, spas and fitness
Hiring coordinator
Posts your stylist or instructor opening, sorts applicants by your must-haves and books interviews you pick.
Salons, spas and fitness
Product reorder clerk
Checks your retail and back bar stock each week and places the supply order once you say yes.
Construction
General contractors, remodelers and trades. 9 Jameses.
Construction
Bid follow-up rep
Follows up on every bid that hasn't been signed and tells you which clients are ready to move ahead.
Construction
Homeowner update writer
Writes each client a Friday update on their job from your daily logs and site photos.
Construction
Late payment chaser
Finds overdue invoices in QuickBooks and sends a polite reminder for each once you say yes.
Construction
Change order clerk
Turns extra work your crew flags into a priced change order, gets it signed and bills it.
Construction
Review manager
Asks every client for a Google review when a job closes out and answers each review in your voice.
Construction
Sub schedule confirmer
Sends each sub their dates for next week from your schedule and tells you who hasn't confirmed.
Construction
Project photo poster
Turns your best CompanyCam photos into before-and-after posts for Instagram, Facebook and Google.
Construction
Crew hiring coordinator
Posts your crew openings, sorts applicants by your must-haves and sets up interviews with your picks.
Construction
RFI and submittal chaser
Chases RFIs and submittals in Procore that are past due and tells you what's holding up work.
Property management
Residential and commercial property managers. 9 Jameses.
Property management
Rental inquiry responder
Answers every Zillow inquiry with the same facts and showing times, and books the showings people pick.
Property management
Tenant inbox
Answers tenant questions about rent, parking, trash and house rules, and passes notices and disputes to you.
Property management
Late rent reminder
Finds tenants with unpaid rent after the grace period and sends a friendly reminder through your portal.
Property management
Owner statement sender
Sends each property owner their monthly statement with a short note on repairs, vacancies and rent.
Property management
Review manager
Asks every new resident for a Google review and answers each review in your voice.
Property management
Inspection scheduler
Plans your routine unit inspections, sends tenants notice of entry and puts the route on your calendar.
Property management
Vacancy listing writer
Writes the listing when a unit opens up and posts it on Zillow and your site once you say yes.
Property management
Hiring coordinator
Posts your leasing or maintenance opening, sorts applicants by your must-haves and books interviews you pick.
Property management
Maintenance coordinator
Takes each maintenance request, sends your usual vendor once you say yes and keeps the tenant posted.
Logistics and trucking
Carriers, brokers and delivery fleets. 9 Jameses.
Logistics and trucking
Load board scout
Finds DAT loads that fit where your trucks will be empty and emails the brokers on the ones you pick.
Logistics and trucking
Track and trace inbox
Answers broker and shipper emails asking where a load is, using live truck locations from Samsara or Motive.
Logistics and trucking
Load invoicing clerk
Bills each load once it delivers, with the rate con, BOL and POD attached, to the broker or your factor.
Logistics and trucking
Detention pay chaser
Builds a detention claim from GPS times when a truck waits past free time, and sends it to the broker.
Logistics and trucking
Dock appointment booker
Books pickup and delivery appointments on shipper and receiver portals to fit your truck's ETA.
Logistics and trucking
Capacity post writer
Posts your open trucks and lanes each week on LinkedIn and emails them to your shipper and broker list.
Logistics and trucking
Driver hiring coordinator
Posts your driver openings, sorts applicants by your must-haves and books interviews with the ones you pick.
Logistics and trucking
Truck maintenance tracker
Watches mileage and fault codes in Samsara or Motive and books shop time for trucks that are due.
Logistics and trucking
Driver document tracker
Watches CDL, medical card and truck paperwork dates and reminds your drivers before anything expires.
Insurance agencies
Independent agencies and brokers. 9 Jameses.
Insurance agencies
New lead intake rep
Answers each new quote request, gathers what your agent needs to quote, and sets it up in EZLynx.
Insurance agencies
Renewal follow-up rep
Reaches every client 45 days before renewal, asks what changed and chases the forms the carrier needs.
Insurance agencies
Certificate request rep
Fills each certificate of insurance request from the policy in Applied Epic and sends it once you say yes.
Insurance agencies
Policy change intake
Gathers everything for a client's policy change, like a new car or driver, so your agent can submit it.
Insurance agencies
Coverage review inviter
Invites clients who have one policy with you to book a coverage review with your agent.
Insurance agencies
Review request rep
Asks every new client for a Google review once their policy is issued, and drafts replies to new reviews.
Insurance agencies
Payment reminder rep
Reminds clients with a past-due premium to pay the carrier before the cancel date on the notice.
Insurance agencies
Hiring coordinator
Logs applicants for your CSR and producer roles, looks up their licenses, and books the ones you pick.
Insurance agencies
Loss run requester
Gets loss runs for commercial prospects: sends the signed letter to each prior carrier and chases it.
Auto repair shops
Repair shops, body shops and service centers. 9 Jameses.
Auto repair shops
Declined work follow-up
Follows up on repairs customers put off, with the price and the tech's photos, through your shop software.
Auto repair shops
Quote request responder
Answers Yelp and website quote requests with a price range from your own menu and books the car in.
Auto repair shops
Repair status updater
Keeps customers posted while their car is in the shop, and answers their emails asking when it is ready.
Auto repair shops
Fleet invoice chaser
Chases unpaid invoices from your fleet and charge accounts with a pay link, in a tone that fits how late.
Auto repair shops
Review manager
Asks every customer for a Google review after pickup and answers new Google and Yelp reviews in your voice.
Auto repair shops
Service reminder sender
Reminds customers when their car is due for service by miles or date, through your own shop software.
Auto repair shops
Finished work poster
Posts photos of finished repairs and body work on Instagram, Facebook and Google, with plates blurred.
Auto repair shops
Tech hiring coordinator
Logs applicants for your tech openings against your must-haves and books interviews with the ones you pick.
Auto repair shops
Parts order clerk
Orders the parts for each approved repair from your suppliers' sites once you OK the price and arrival.
Veterinary and pet care
Vets, groomers, boarding and daycare. 9 Jameses.
Veterinary and pet care
New client intake
Enters new clients from your website form into ezyVet, books the first visit and asks for old records.
Veterinary and pet care
Front desk inbox
Answers client messages about hours, prices and bookings, and passes every health question to your team.
Veterinary and pet care
Unpaid balance chaser
Sends clients with an open balance a kind reminder and a Square pay link, in a tone that fits how late.
Veterinary and pet care
Review manager
Asks every client for a Google review after a visit and answers reviews without a word about a pet's care.
Veterinary and pet care
Vaccine reminder sender
Finds pets due for vaccines and wellness visits in ezyVet and sends your reminders through PetDesk.
Veterinary and pet care
Booking request clerk
Books boarding and grooming requests in Gingr, keeps a waitlist when you are full and fills cancellations.
Veterinary and pet care
Happy pet poster
Posts photos of happy pets whose owners said yes on Instagram and Facebook, with captions in your voice.
Veterinary and pet care
Hiring coordinator
Logs applicants for vet tech, groomer and kennel roles and books interviews with the ones you pick.
Veterinary and pet care
Supply reorder clerk
Builds your weekly order of vaccines, food and supplies from ezyVet stock and places it once you say yes.
Hotels and vacation rentals
Small hotels, inns and short-term rental hosts. 9 Jameses.
Hotels and vacation rentals
Direct booking rep
Answers room inquiries from your site and email with real rates for their dates and your book-direct link.
Hotels and vacation rentals
Guest message rep
Answers guest questions in your Airbnb and Booking.com inboxes from your house manual, in your voice.
Hotels and vacation rentals
Check-in guide sender
Sends every guest their check-in guide 2 days before arrival: door code, Wi-Fi, parking and the way in.
Hotels and vacation rentals
Turnover scheduler
Lines up a cleaner for every check-out, flags tight same-day turnovers and keeps your restock list current.
Hotels and vacation rentals
Rate and calendar checker
Checks rates and open nights on Cloudbeds, Booking.com and Airbnb each morning, and fixes only what you OK.
Hotels and vacation rentals
Damage and refund desk
Brings you each damage report and refund ask with the photos and your policy, and files only what you OK.
Hotels and vacation rentals
Guest review manager
Answers every guest review on Airbnb, Booking.com and Google in your voice, and brings you the low ones first.
Hotels and vacation rentals
Social post planner
Plans a week of Instagram and Facebook posts from your photos and what is on in town, and posts what you OK.
Hotels and vacation rentals
Housekeeping hiring helper
Logs housekeeper and front desk applicants against your must-haves and books interviews with your picks.
Events and weddings
Planners, venues, caterers and photographers. 9 Jameses.
Events and weddings
Inquiry responder
Answers every wedding and event inquiry with your open dates and the packages that fit, and books a tour.
Events and weddings
Proposal follow-up rep
Follows up on HoneyBook proposals that are not signed yet, in your voice, until the client books or says no.
Events and weddings
Payment reminder rep
Sends a friendly HoneyBook reminder before each installment is due, and a firmer one when it is late.
Events and weddings
Vendor coordinator
Confirms every vendor 2 weeks before each event: arrival time, final count, insurance and balance due.
Events and weddings
Day-of timeline builder
Builds each event's day-of timeline from the client's answers and vendor times, and shares it once you OK it.
Events and weddings
Attendee inbox rep
Answers ticket buyers' questions in your voice and sends attendees the know-before-you-go email on Eventbrite.
Events and weddings
Review request rep
Asks every client for a Google and The Knot review after their event, with nothing offered in return.
Events and weddings
Social post maker
Turns photos from events whose clients agreed to share into Instagram and Facebook posts made in Canva.
Events and weddings
Event staff hiring helper
Logs applicants for servers, bartenders and setup crew against your must-haves and books the ones you pick.
Nonprofits
Charities, foundations and community groups. 9 Jameses.
Nonprofits
Donor thank-you writer
Writes every Donorbox donor a personal thank-you in your voice, with their receipt, and logs it in Bloomerang.
Nonprofits
Lapsed donor follow-up rep
Finds donors in Bloomerang who gave last year but not this year, and writes each a personal note.
Nonprofits
Info inbox rep
Answers your info@ inbox from your own FAQ and passes program requests to the right person on your team.
Nonprofits
Gift bookkeeper
Records each week's gifts in QuickBooks by fund, matched to Donorbox and the Stripe payouts, checks too.
Nonprofits
Volunteer scheduler
Fills each week's volunteer shifts from your list and reminds everyone the day before.
Nonprofits
Newsletter writer
Writes your monthly Mailchimp newsletter from your team's stories and photos, and sends it after your OK.
Nonprofits
Volunteer onboarder
Takes each new volunteer from sign-up to orientation: your forms, your background check link and a date.
Nonprofits
Board pack builder
Builds your board pack from QuickBooks, the last minutes and program updates, and sends it a week ahead.
Nonprofits
Grant deadline tracker
Keeps every grant deadline in one place, chases your team for report pieces and drafts the report for your OK.
IT services
Managed service providers and IT consultants. 9 Jameses.
IT services
Ticket triager
Sorts every new ConnectWise ticket, answers the common ones from your runbook and routes the rest to a tech.
IT services
Quote follow-up rep
Follows up on every quote you sent from ConnectWise until the client signs or says no.
IT services
License and renewal tracker
Checks each client's Microsoft 365 seats against what you bill, and lists renewals due in the next 60 days.
IT services
CSAT follow-up rep
Reads every client survey after a ticket closes, answers each comment and opens a follow-up for low scores.
IT services
Onsite visit scheduler
Books the onsite visits your tickets need: finds a tech's open time, offers it to the client, schedules it.
IT services
Tech hiring coordinator
Logs applicants for your help desk and field tech roles and books interviews with the ones you pick.
IT services
Monthly client reporter
Builds each client's monthly IT report from Autotask and Microsoft 365, and drafts the email for your OK.
IT services
User onboarding coordinator
Runs your onboarding and offboarding checklists in Microsoft 365, and changes nothing before your yes.
IT services
RMM alert summarizer
Turns the pile of RMM alerts into one short Slack note by client, and drafts outage notices for your OK.
Medical practices
Early accessClinics, family practices and specialists. 9 Jameses.
Early access. Before James works with patient records, we sign a HIPAA business associate agreement with your practice. Book a call and we will tell you where it stands.
Medical practices Early access
New patient intake rep
Welcomes each new patient who books, checks you take their plan and chases their forms before the visit.
Medical practices Early access
Front desk inbox
Answers patient texts about hours, forms and bills in Weave, and passes anything clinical to your staff.
Medical practices Early access
Eligibility checker
Checks every patient's insurance the day before the visit and asks anyone whose plan ended for their new card.
Medical practices Early access
Review manager
Asks every patient for a Google review after their visit and replies without ever saying who is a patient.
Medical practices Early access
No-show rebooker
Checks tomorrow's patients got their Weave reminder and asks yesterday's no-shows to pick a new time.
Medical practices Early access
Annual visit recall
Finds patients due for their yearly visit with nothing booked and sends them a link to book through Weave.
Medical practices Early access
Hiring coordinator
Posts your front desk or medical assistant opening, logs applicants and books interviews with those you pick.
Medical practices Early access
Supply reorder clerk
Checks your exam room and front desk supply counts each week and places the order once you say yes.
Medical practices Early access
Referral coordinator
Sends your providers' referrals to the specialist's office with the paperwork it needs and tracks each one.
Dental practices
Early accessGeneral dentists, orthodontists and dental groups. 9 Jameses.
Early access. Before James works with patient records, we sign a HIPAA business associate agreement with your practice. Book a call and we will tell you where it stands.
Dental practices Early access
Treatment follow-up rep
Follows up through NexHealth with patients whose planned treatment isn't booked yet, and books their pick.
Dental practices Early access
Front desk inbox
Answers patient texts about times, forms and bills in Weave, and hands pain or care questions to your team.
Dental practices Early access
Insurance verifier
Verifies each patient's dental benefits before the visit and notes what's left for the year in Dentrix.
Dental practices Early access
Review manager
Asks every patient for a Google review through NexHealth and replies without ever confirming who is a patient.
Dental practices Early access
Hygiene recall rep
Finds patients due for a cleaning with nothing booked and sends them a link to book through NexHealth.
Dental practices Early access
Practice news poster
Turns your team photos, office news and community events into posts, with no patients in them.
Dental practices Early access
Hiring coordinator
Posts your hygienist, assistant or front desk opening, logs applicants and books the interviews you pick.
Dental practices Early access
Supply order clerk
Checks your operatory and sterilization supply counts each week and places the order once you say yes.
Dental practices Early access
New patient onboarder
When a new patient books, sends your forms through NexHealth, checks what comes back and readies their file.
Financial advisers
Early accessIndependent advisers, planners and wealth teams. 9 Jameses.
Early access. James writes to clients only once his messages are kept in your firm's archive, the way the SEC and FINRA require, and he never gives investment advice. Book a call and we will tell you where it stands.
Financial advisers Early access
Annual review coordinator
Books each household's annual review, then builds a prep pack from Wealthbox the day before.
Financial advisers Early access
Account paperwork chaser
Chases new account forms waiting in DocuSign until every signature is in, and logs each step in Redtail.
Financial advisers Early access
Call notes writer
Turns each client meeting into a Wealthbox note with tasks, and drafts the follow-up email for your OK.
Financial advisers Early access
RMD reminder rep
Reminds every client with this year's RMD still open, from your firm's email, and logs it in Redtail.
Financial advisers Early access
Firm newsletter writer
Writes your monthly firm newsletter: team news, client events and office dates, with no market views.
Financial advisers Early access
Prospect follow-up rep
Follows up with prospects after a first meeting and offers a second one, until they book or say no.
Financial advisers Early access
Client file chaser
Finds client files missing a signed form, an ID or an updated profile, and asks each client for it.
Financial advisers Early access
Service request logger
Logs client requests from your inbox as Wealthbox tasks for your team and tells each client it is in hand.
Financial advisers Early access
Hiring coordinator
Logs applicants for your client service and paraplanner roles and books calls with the ones you pick.
No James for that yet.Tell us the job in your own words, and our engineers build him for you. Describe the job
Every flow is a starting point
Each card is how he starts. On your call, our engineers shape every step around how you work: your tools, your rules, your words. Then he is yours.
Beyond the job, text him like a colleague
He keeps a memory of your business: your customers, your prices, your tone. Ask him anything on iMessage or the web, and he handles the small things in between.
Your next hire starts with a 15-minute call.
Pick the James. We build him for your business and bring him to work.