Professional services

Built for Lawyers, Accountants, and Consultants

Your time is billed by the hour. Your agent handles intake, scheduling, and follow-up so every billable hour goes to client work, not admin.

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Before and after

What Changes When Your AI Team Goes to Work

Without AI agents

✕Spend unbillable time answering intake emails and scheduling
✕Lose potential clients who do not hear back quickly enough
✕Miss document deadlines because follow-up falls through
✕Send proposals that never get followed up systematically
✕Answer the same FAQ questions repeatedly after hours

With your AI team

✓Intake forms processed and routed automatically
✓Consultations booked without back-and-forth emails
✓Client follow-ups and document reminders sent on time
✓FAQ responses drafted and sent after hours
✓Proposal follow-ups triggered automatically by deadline

Agent workflows

What Your Roster Handles From Day One

These are pre-configured workflows available for your industry. Every workflow is live and working from day one on Pro and Premier plans. Core clients can configure them using our documentation.

Client intake and scheduling agent

Processes inbound inquiries, collects intake information, and books consultations directly into your calendar. New client onboarding handled automatically.

Document reminder agent

Tracks outstanding document requests and sends automated reminders to clients at the right intervals. Nothing falls through the cracks.

Proposal follow-up agent

Sends timed follow-up messages after every proposal based on your configured timeline. Closes more engagements without manual tracking.

No hidden fees. Ever.

The AI That Never Sends You a Bill for Thinking.

Every competitor charges per token. AgentRoster includes a local AI model on your server. One flat monthly rate. No API subscriptions. No surprises.

Want to use a frontier model?

Plug in your own API key any time. Your call, not ours.

Local AI model included

No external API calls. No data leaving your server. No subscription on top of your subscription.

$0 per-token fees

Flat rate means exactly that. Thousands of agent interactions and your bill does not move.

Frequently asked questions

Questions From Professional Services Businesses

Is this compliant with client confidentiality requirements?+

Your agents run on a local AI model installed on your own server. Client data never leaves your infrastructure and is never processed by third-party AI providers by default. For specific compliance questions we recommend discussing with your compliance advisor.

Can the agent handle different practice areas with different intake forms?+

Yes. On Pro and Premier plans we configure separate workflows for each intake type during onboarding. Each workflow routes differently based on the type of inquiry.

What if a client has a complex or sensitive inquiry?+

The intake agent collects information and routes based on rules you define. Complex or sensitive inquiries can be flagged for immediate personal follow-up from you. The agent handles the acknowledgment and triage; you handle the substance.

How does document tracking work?+

You configure what documents are required for each matter type and the timing for reminders. The agent monitors what has been received and sends reminders automatically. You get a summary of outstanding items.

Founding Member pricing — first 50 clients — locks in for life

Stop Doing Manually What Your AI Team Can Do Automatically.

Every day you wait is a day your competitors get there first.

Book a free discovery call Claim founding rate