Stop Wasting Hours on Resource Referrals
Instantly refer clients to the right social or community resources without tedious manual searching.
Tracking down the right social service contacts eats up your day. You juggle databases, emails, and endless forms—while clients wait for answers. It’s exhausting, repetitive, and pulls you away from core counseling work.
The hidden cost
What this is really costing you
Referring clients to social or community resources means digging through multiple databases, verifying eligibility, and composing personalized recommendations. Each case is unique, and manual research takes time you don’t have. The process is slow, error-prone, and leaves clients waiting for critical support.
Time wasted
1.7 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,465/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Manual referrals mean slower client support, higher risk of missed resources, and less time for core counseling. Over time, this leads to client frustration, reduced impact, and burnout for you.
Return on investment
The math speaks for itself
Today — without agent
1.7 hrs/week
of manual work
With your AI agent
0.3 hrs/week
agent-handled
You save
$2,030/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Urgent Housing Assistance
You ask your agent to find the nearest housing support services for a client facing eviction, with eligibility details and contact info.
Food Security Referrals
You ask your agent to compile local food pantry options for a family in need, including hours and application steps.
Mental Health Resource List
You ask your agent to list accessible mental health services for a client, with a draft referral note ready to send.
Utility Assistance Programs
You ask your agent to identify utility bill support programs for a client struggling with payments, including links and requirements.
How to hire your agent
Connect your tools
Link your document management, case tracking, and research databases commonly used in credit counseling.
Tell your agent what you need
Type: 'Find local food assistance programs for a single parent with two children, and draft a referral note.'
Agent gets it done
Agent delivers a tailored list of resources, eligibility summaries, contact info, and a ready-to-send referral note.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Resource Matching
Finds the most relevant social or community resources based on your client’s needs and location.
Eligibility Summaries
Quickly summarizes eligibility criteria so you can ensure clients meet requirements before referring.
Personalized Referral Notes
Drafts clear, client-ready referral messages for you to send or share.
Contact Info Compilation
Pulls accurate, up-to-date contact details for agencies and services in one place.
Documentation Support
Helps you log referrals and notes for compliance and record-keeping.
AI Agent FAQ
Hire your AI agent
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