Role
Client Relations
Answers every inquiry the hour it arrives, remembers every preference, and keeps every client feeling like the only one.
An example shift
What a day actually looks like.
An illustration of the cadence this role can keep once it is built around your tools and written workflow. Your version follows the scope we agree with you.
The tools
Works inside what you already use.
Connected during the build. If your stack differs, we confirm what connects during scoping; nothing gets ripped out.
Where it fits
Industries that hire this role first.
Hotels and Resorts
Answers booking inquiries overnight, confirms tomorrow's arrivals, and flags the VIP note before the front desk clocks in.
Law Firms
Screens intake calls, assembles the conflict check, and keeps follow-up on every open matter on schedule.
Accounting Firms
Chases missing client documents, confirms filing deadlines, and keeps the engagement letter queue moving.
Mortgage and Lending
Follows up on stalled files, requests missing conditions, and updates every borrower at every milestone.
Real Estate Brokerages
Answers listing inquiries in minutes, books showings, and keeps the paperwork on every pending deal on track.
Medical and Dental Practices
Confirms tomorrow's appointments, fills cancellations from the waitlist, and runs recall reminders on time.
Financial Advisors
Preps every meeting brief, schedules annual reviews, and follows up on unsigned paperwork until it lands.
Event Venues and Catering
Answers date inquiries with real availability, sends the proposal same day, and confirms final counts before every event.
Every great team reaches ten. Hire the eleventh.
Your Client Relations AI Employee, built around your procedures and maintained by our team. From $850/mo plus a one-time setup fee.
Hire an AI Employee