Client onboarding and project status agent

The challenge

Partners at the firm were billing experts, yet roughly a tenth of their time leaked into logistics no client pays for: chasing onboarding paperwork, scheduling kickoff calls, writing weekly status emails and re-explaining where a project stood.

That leakage was invisible on any one day but brutal over a quarter. The most expensive people in the building spent hours each week on coordination a coordinator could do, while the actual analysis waited.

Clients felt it too: onboarding dragged, status updates were inconsistent, and blockers surfaced late because nobody owned the steady drumbeat of communication.

The solution

A Client Concierge agent now owns onboarding and status communication end to end, handing partners back their highest-value hours:

• Onboarding without the chase, the agent collects intake paperwork and required details through a guided flow on Email and Slack, validating each piece so nothing comes back incomplete.
• Kickoffs scheduled automatically, Google Calendar integration lets the agent find a slot that works across the team and the client and place a confirmed kickoff without the usual email tag.
• Weekly status, generated not written, the agent pulls from connected project tools via MCP custom tools, assembles a weekly status summary and sends it on schedule, so updates are consistent and partners stop drafting them.
• Blockers surfaced early, when project signals indicate a stall, Labels & Statuses flag it and the agent raises it proactively rather than letting it fester until the next call.
• Partner time protected, only genuine judgement calls reach a partner, routed through Hand-off Control with the full context attached.

The roughly 10% of partner time that used to leak into logistics went back into billable, high-value work, and clients got a steadier, more professional cadence.

What was deployed