What SI can take off your plate

Morning inbox triage into labeled queues

Each morning SI sorts the shared inbox into clear queues, flags what is urgent, and leaves draft replies for a person to review.

Follow-ups for quotes and estimates that went quiet

SI finds quotes and estimates with no reply after a set number of days and drafts a short, specific follow-up for each one.

Supplier invoices from email into draft bills

SI reads supplier invoices that arrive by email, creates draft bills in your accounting tool, and flags duplicates or missing details.

A one-page weekly snapshot for the owner

Every Monday, SI pulls the numbers you care about from your tools into a single page with short notes on what changed.

Reorder lists from sales pace

On a set schedule, SI turns recent usage or sales and stock on hand into a suggested reorder list grouped by supplier, for you to approve.

Abandoned-checkout follow-up drafts from your store records

SI lists checkouts that were started and not finished, and drafts a short follow-up from the actual cart, for you to send only if the customer is allowed to hear from you.

Replying to customers in English and Spanish

SI drafts a reply in the language the customer wrote in, English or Spanish, and leaves it for someone who can read that language to approve.

After-hours inquiry triage with clear "not legal advice" handling

Overnight calls and web forms are sorted into queues, with deadlines flagged and a short acknowledgment drafted from the firm's approved wording.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Appointment reminders and no-show reduction

SI drafts short confirm and reschedule reminders from the practice's own schedule and lists unconfirmed visits for staff each morning.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Lead and inquiry follow-up for agent or manager review

Inquiries from the website, portals and calls are collected into one list, with a first-reply draft from the business's own wording.

Admin and operations help for agents, landlords and small property managers. SI prepares drafts for the licensed agent or owner; they review and decide. SI does not lease, collect rent, screen or rank applicants.

Missed-call text-back and inquiry capture

A missed call gets the owner's pre-approved informational reply, and every number is logged on a callback list.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

Client document chasing

From the firm's checklist, SI keeps a per-client list of outstanding items and drafts reminders in the firm's voice.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.