What kind of work can an agent take on?
Repetitive work with clear inputs: sorting and filing email, entering invoices, assembling reports, preparing onboarding paperwork and drafting routine replies. If you can show five examples of the task, it's usually a good candidate.
What does it cost?
Most engagements are a one-time setup fee plus a monthly retainer. Builds & Advisory work is a fixed price. Either way, you get a fixed quote after a 20-minute call.
Where does my data go?
Agents work inside the accounts you already use. With Private Agents, your files and history stay on hardware you own. Only the text a step needs is sent to the AI model, over an encrypted connection.
What if the agent makes a mistake?
Anything consequential waits for your approval. Slips on routine steps are logged, reported to you and fixed in the workflow.
Do we need new software?
No. Agents work with your existing email, calendar, files and accounting tools.
Who will I work with?
Phil, directly, from the first call to the monthly check-ins.