Who this is for

  • Finance brokers
  • Legal firms
  • Accounting firms
  • Consultants
  • Trades
  • Clinics

Clear takeaways

  • Always-on agents are now a real product, not a demo. They work in the background and come back to you before they send or spend.
  • UK availability is patchy. Check the plan and the country before you build a process around any new AI tool.
  • The firms that benefit first will be the ones whose apps, inboxes and client records are already connected and tidy.

Do this now

  1. List the 3 tasks in your business that most often get forgotten: invoices, document chasing, follow-up calls.
  2. Check which ChatGPT plan your team is on. In the UK, dots come with Business Premium, and Enterprise workspaces can switch on a beta.
  3. Pick one app where new work arrives and note what first draft you would want ready when it lands.
  4. Before connecting any agent to client data, write down what it may read, what it may send, and what always needs your sign-off.
  5. If you pay for Claude by usage, check your bill next month for the Sonnet 5.5 saving.

Sources