Stop Referral Bottlenecks—Start Helping Faster
Effortlessly refer clients to essential services when needs exceed your scope.
Manually tracking and coordinating referrals eats into your time and focus. You’re constantly switching between emails, notes, and databases—risking missed follow-ups and delayed care.
The hidden cost
What this is really costing you
Referring clients to the right services is critical but time-consuming. You juggle emails, documentation, and research to ensure each client gets the support they need. This repetitive admin work slows you down and can impact client outcomes.
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
If you keep handling referrals manually, you’ll lose valuable time, increase the risk of missed or delayed referrals, and limit the number of clients you can effectively support.
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.
Finding the Right Specialist
You ask your agent to identify local vision rehabilitation specialists for a client needing advanced care.
Referral Letter Creation
You ask your agent to draft a referral letter to a counseling service for a client with adjustment challenges.
Coordinating Multi-Service Referrals
You ask your agent to prepare and organize referrals to both an eye care provider and a general health clinic for a complex case.
Tracking Referral Outcomes
You ask your agent to summarize which clients have pending, completed, or overdue referrals.
How to hire your agent
Connect your tools
Link your document editors, provider databases, and communication platforms you already use in your daily workflow.
Tell your agent what you need
Example: 'Refer Maria Lopez to a local low vision rehabilitation center and draft a summary for her physician.'
Agent gets it done
The agent researches providers, drafts referral documents, and organizes everything for your approval and sending.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Automated Referral Drafting
The agent prepares personalized referral recommendations and draft communications for your review.
Service Provider Research
Quickly compiles a list of relevant eye care, health, or counseling providers based on client needs.
Documentation Prep
Generates and organizes referral notes and supporting documents for seamless handoff.
Follow-Up Tracking
Creates follow-up reminders and logs referral status so nothing falls through the cracks.
Client Communication Support
Drafts clear, professional messages to inform clients about their referrals.
AI Agent FAQ
Hire your AI agent
Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.
Free to join. No credit card required.