Custom AI Agents

Rachel9:12 AM

@Legal Agent What's the latest draft of the Acme MSA and who changed the indemnity clause?

Legal AgentApp9:12 AM

v7, saved yesterday. Mark T. capped indemnity at 12 months of fees. It was uncapped in v6.

Tom10:40 AM

@Legal Agent Which matters haven't billed time in 30 days?

Legal AgentApp10:40 AM

4 matters. The biggest is Globex v. Initech, last entry Sep 2.

Nina2:05 PM

@Legal Agent Do we have approved limitation of liability language for SaaS deals?

Legal AgentApp2:05 PM

Yes. Clause LL-SaaS-3, approved by the GC in June, with a variant for enterprise deals.

Erin9:05 AM

@Accounting Agent Has the Patel return been e-filed?

Accounting AgentApp9:05 AM

Yes. E-filed Oct 3, accepted by the IRS Oct 4.

Marcus9:48 AM

@Accounting Agent Does the Hendersons' K-1 change their QBI deduction?

Accounting AgentApp9:48 AM

Yes. The amended K-1 adds $48,200 of qualified business income, so the deduction goes up about $9,600. They stay under the wage limit.

Lena11:20 AM

@Accounting Agent Which clients are still missing documents?

Accounting AgentApp11:20 AM

14 clients. 6 haven't opened the portal request yet.

Jess8:40 AM

@Clinic Agent Which clients have authorizations expiring this month?

Clinic AgentApp8:40 AM

5 clients. 2 of them need a reassessment before the insurer will renew.

Dr. Patel11:15 AM

@Clinic Agent Did Liam's session notes from Tuesday get signed?

Clinic AgentApp11:15 AM

Not yet. His RBT submitted them Tuesday at 4:10 PM and they are waiting on the BCBA's signature. Billing for that session is on hold until then.

Marco3:05 PM

@Clinic Agent How many authorized hours did we deliver last week?

Clinic AgentApp3:05 PM

612 of 690, or 89%. Most of the gap is 3 cancellations at the Elm St clinic.

Ana9:20 AM

@Property Agent Which of our listings have had no showings in 14 days?

Property AgentApp9:20 AM

5 listings. The longest is 48 Oak St, 31 days on market, last price cut Sep 20.

Derek11:05 AM

@Property Agent Where is the Patel closing on Elm St?

Property AgentApp11:05 AM

Inspection signed off Oct 2 and the appraisal came in at contract price. Closing is Oct 21. The lender still needs the HOA certificate.

Kim2:30 PM

@Property Agent Which leases are up for renewal in November?

Property AgentApp2:30 PM

9 leases. 3 tenants haven't answered the renewal offer yet.

Alicia8:30 AM

@Clinic Agent Which patients are due for a follow-up this week?

Clinic AgentApp8:30 AM

11 patients. 3 of them don't have a visit booked yet.

Dr. Kim9:15 AM

@Clinic Agent What did Dr. Lee change in Maria R.'s meds last visit?

Clinic AgentApp9:15 AM

On Sep 30 Dr. Lee raised lisinopril from 10 mg to 20 mg and stopped ibuprofen. A follow-up lab is due Oct 14.

Sam11:02 AM

@Clinic Agent Did the Garcia claim get paid?

Clinic AgentApp11:02 AM

Denied Oct 2 for a missing modifier. Resubmitted Oct 3, still pending.

Ms. Rivera8:15 AM

@School Agent Which 9th graders are below 90% attendance this month?

School AgentApp8:15 AM

23 students. 9 of them were also below 90% last month.

Mr. Okafor10:30 AM

@School Agent What do we have to report to the state for chronic absenteeism?

School AgentApp10:30 AM

Every student who missed 10% or more of enrolled days, by school, grade and subgroup, in the spring submission. District policy also asks for a letter home.

Jen1:45 PM

@School Agent Can I share Jayden M.'s IEP with his outside tutor?

School AgentApp1:45 PM

Not without written consent from his parents, under FERPA. The consent form is in his IEP folder.