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FOR FULL-SERVICE AGENCIES
One record for a client that currently lives in five systems.
A team of AI agents we build on your SOPs and run for you, on one shared record, inside the tools you already use.
AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
QA agent
Audit flow: welcome series
Onboarding agent
New client: Northwind
Reconciliation agent
CRM ↔ billing pass
4 agents · 2 humans on judgmentv.OPS-1.4
BEFORE / AFTER01
The tool sprawl full-service agencies live in.
YOUR STACK TODAY
A tool for every problem, a person to glue them together.
Separate PM per practice, multiple reporting tools, CRM, time, billing, comms
“The same client lives in five systems with no shared truth; roll-ups are manual and eat senior time.”
YOUR STACK TODAY
DISCONNECTEDa person, re-keying
6 tools, no shared record, the owner is the integration layer.
WITH INEVI
One shared record, inside the tools you already use.
The agent team absorbs the assembly work. Your people own the judgment calls. A named operator owns the operating metric we baselined together.
- Cross-channel roll-ups
- Unified client record
- Reporting
- Handoff and ownership tracking
AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
QA agent
Audit flow: welcome series
Onboarding agent
New client: Northwind
Reconciliation agent
CRM ↔ billing pass
4 agents · 2 humans on judgmentv.OPS-1.4
GET STARTED03
Run leaner and higher-margin, without hiring to do it.
Start with the discovery call. We will show you where your margin is leaking, then exactly how to fix it.
We onboard a limited number of teams each month, set by the number of named operators available to run them.