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The flagship · scoped per engagementOne front door to your AI team
A secure, enterprise-grade multi-agent workspace. One central Chief-of-Staff agent coordinates specialized AI agents across operations, finance, planning, research, knowledge, content, technology and your client-specific workflows — behind one simple interface.
One desk. One queue. Every specialist reads from the same record.
The Chief-of-Staff maintains context, routes tasks to the correct agent, combines results, manages approvals, and produces concise decision-ready outputs — without you managing dozens of independent assistants.
Seven dedicated agents. One orchestrator.
Each specialist is a bounded role with its own permissions and knowledge — coordinated, never autonomous.
Practice Operations & CFO
KPIs, pipelines and the cash view — maintained, source-linked, reported with receipts.
Personal Finance & Planning
Budgets, plans and reminders inside permission scopes you define.
Family & Personal Coordination
Schedules, logistics and prep — one less mental tab, private by default.
Research & Knowledge Management
Your documents indexed and searchable — answers with citations, not guesses.
Website & Content Operations
Content calendar and drafts ready; publishing always gated by your approval.
Asset & Vehicle Management
Maintenance cadences, logs and reminders for the assets that don't manage themselves.
Personal Technology & Google Workspace
Workspace administered inside your delegated scope — every external action approved.
Every consequential action requires explicit human approval
Sending messages, publishing content, purchasing, deleting files, moving money, modifying records — the agent proposes; you dispose. Try it:
The agent wants to act. Toggle an action and watch the gate:
What the platform does
src-okgate-passqueuedheld0 diffqueued- Cost controls, model routing, caching — predictable spend
- Confidence levels + source requirements on every answer
- Privacy boundaries and full auditability, by construction
ONE integrated service. ONE payment.
The client never purchases or subscribes to supporting tools or platforms separately — no add-on platforms, no separate tooling bills. One service, one invoice: all required tools, infrastructure, integrations and agent capabilities are included and scoped per engagement. Usage (voice minutes, SMS, AI inference) is metered and published in your rate card before go-live — nothing unpublished.
Data privacy is a top priority with zero compromise: strict privacy controls, isolated access per client and per project workspace, permission scopes, secure data handling, and governance safeguards keep client information confidential throughout.
Scope your Chief-of-Staff engagement
Scoped, priced and acceptance-tested per engagement — we define success criteria in writing before work begins. Chief-of-Staff engagements start at $7,500 setup, then a monthly plan scoped to the deployment.