Try all 3 agents free — no signup required

AI agents that run
your firm while you
run your business

Pre-built AI agents for consultants, agencies, and professional services. Client intake, proposals, and reports — automated in 5 minutes. Starting at $99/month.

Try It Free — No SignupSee the agents
SOC2-ready audit trails
Setup in under 5 minutes
Built for professional services
Proposal Agent — Live Demo

Sample call notes:

“Discovery call with Martinez & Associates (law firm, 15 attorneys). Pain: spending 8hrs/week on manual document review. Budget: $8-12K. Want AI-powered document analysis. Decision maker: Managing Partner Elena Martinez. Timeline: need pilot by June.”

Uses 1 of your 5 free trial runs

Your firm is leaking money

Every hour spent on admin is an hour not spent on billable work.

42%
of work hours
spent on tasks AI can automate today
$504K
per year wasted
for a 20-person firm at $60K avg salary
3.2 hrs
per proposal
that could take 18 minutes with AI

Three agents. Infinite leverage.

Each agent handles a specific workflow end-to-end. No configuration. No prompt engineering. Connect and go.

Intake Agent

$99/month

Never miss a lead again

Monitors your inbox 24/7. Qualifies leads in real-time. Sends personalized responses in under 2 minutes. Books discovery calls automatically.

  • 24/7 lead qualification
  • 2-minute response time
  • Intelligent scoring (budget, timeline, fit)
  • Auto-books discovery calls
  • Full conversation history
  • Human approval for high-value leads
Replaces $3,000/mo receptionist

Proposal Agent

$249/month

Discovery call to proposal in 18 minutes

Paste your discovery call notes. Get a custom proposal with scope, timeline, pricing, and case studies. Learns your firm's voice and pricing model.

  • Custom proposals from call notes
  • Learns your pricing model
  • Includes relevant case studies
  • Professional formatting
  • Pipeline tracking dashboard
  • Edit before sending
Saves 3+ hours per proposal

Report Agent

$149/month

Client reports on autopilot

Pulls data from your project tools. Generates professional weekly and monthly reports. Auto-sends on schedule or holds for your approval.

  • Auto-generated client reports
  • Custom templates per client
  • Scheduled delivery (weekly/monthly)
  • Data from CSV, API, or manual input
  • Professional PDF export
  • Approval workflow
Saves 5+ hours per week

See it in action

Paste call notes. Get a complete proposal. 30 seconds.

Your call notes

Discovery call with Martinez & Associates. 15-person law firm. Spending 8hrs/week on manual document review. Want AI-powered solution. Budget: $8-12K. Decision maker: Managing Partner Elena Martinez. Need pilot by June.

Proposal Agent output
Generated in 28s

## Executive Summary

AI-powered document review system for Martinez & Associates to reduce 8hrs/week of manual review...

## Scope of Work

Phase 1: Document analysis pipeline
Phase 2: Attorney review dashboard
Phase 3: Integration with case mgmt...

## Investment

$10,500 — includes setup, training, 90-day support

+ timeline, case studies, next steps...

Try it with your call notes

Free — no signup required

Before AgentDesk vs. After

Task
Without AgentDesk
With AgentDesk
Respond to new leads
6+ hours (business hours only)
Under 2 minutes, 24/7
Write a proposal
3-4 hours manual work
18 minutes with AI
Weekly client reports
5+ hours gathering data
Automatic, zero effort
Qualify a prospect
30-min phone call
Instant AI qualification
Follow up on leads
Forgotten or delayed
Automatic, on schedule

Live in 5 minutes. Not 5 months.

01

Connect your tools

Link your email, calendar, and project tools. Takes under 2 minutes.

02

Choose your agent

Pick the agent that matches your workflow. No configuration needed.

03

Agent goes to work

Your agent starts handling tasks immediately. You approve when needed.

04

Monitor and scale

Track performance on your dashboard. Add more agents as you grow.

Simple, transparent pricing

No setup fees. No contracts. Cancel anytime. Try all 3 agents free before you buy.

Starter

One agent for solo consultants

$99/month
  • 1 AI agent
  • 500 tasks/month
  • Email support
  • Basic dashboard
  • 7-day activity history
Start with Starter
Most Popular

Professional

All 3 agents for growing firms

$349/month
  • All 3 AI agents
  • 5,000 tasks/month
  • Priority support
  • Advanced dashboard
  • 30-day activity history
  • Custom agent training
  • API access
Go Professional

Agency

Unlimited for large teams

$799/month
  • Unlimited agents
  • Unlimited tasks
  • Dedicated support
  • White-label option
  • 90-day activity history
  • Custom integrations
  • Team management
  • SLA guarantee
Contact Sales

Frequently asked questions

Everything you need to know before getting started.

Do I need to sign up to try AgentDesk?
No. You get 5 free runs with no signup, no credit card, and no commitment. Just pick an agent, paste your data, and see the output in seconds.
What kind of data do I paste into the agents?
The Intake Agent takes incoming emails or form submissions. The Proposal Agent takes discovery call notes or meeting transcripts. The Report Agent takes project metrics, milestones, and status updates.
How is this different from ChatGPT?
ChatGPT is a general-purpose chatbot. AgentDesk agents are purpose-built for consulting workflows — they produce structured, professional output (proposals with scope, timeline, pricing) in a consistent format every time. No prompt engineering required.
Is my data secure?
Yes. Your data is processed via the Anthropic API (Claude) and is not used for model training. We don't store your input or output data beyond the current session. All connections are encrypted via TLS.
Can I cancel anytime?
Absolutely. All plans are month-to-month with no contracts and no cancellation fees. Cancel from your Stripe billing portal in one click.
How long does it take to get results?
Most agent runs complete in 15-30 seconds. The Proposal Agent, which generates the most detailed output (scope, timeline, pricing, case studies), typically takes 20-30 seconds.
What if the output isn't perfect?
The agents produce a strong first draft — typically 80-90% ready to send. Most users review and make minor tweaks before sending to clients. This still saves 3-4 hours per proposal compared to writing from scratch.
5 free runs — no credit card required

See it work in 30 seconds

Try all 3 agents right now with real data. No signup. No credit card. Just results.

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