Professional Services
AI Client Intake for Accounting & Tax Firms
Collects, checks and chases client documents, then files them to the right client folder; an edition of AI Client Intake adapted for…
Professional Services
AI Delivery Agent
Day-to-day delivery tasks, reassigning work, chasing overdue items and updating milestones, get done inside your approval rules.
Project managers spend much of their week on chores: chasing overdue tasks, updating milestones, nudging people about blockers. AI Delivery Agent does that work in your project tool and CRM, inside the approval rules you set. It flags milestones that slip or stall, and anything outside your rules goes to a named approver. Your team keeps every judgment call.
- Overdue tasks reassigned and blockers chased within your rules
- Risk flags when milestones slip or stall
- Anything outside your rules routed to a named approver
$5,900
20–30 working days
Optional maintenance $295/mo
What it is
AI Delivery Agent handles day-to-day project and engagement delivery execution, reassigning overdue tasks, updating milestone status and chasing blockers inside the approval rules you set, so delivery keeps moving without a person doing every step by hand. It also flags milestones that slip or stall across client projects.
Why businesses buy it
Delivery problems on client projects usually start small: a task nobody picked up, a blocker no one chased, a milestone status that is weeks out of date. By the time a partner notices, the client already has. AI Delivery Agent keeps the routine work moving every day, so your managers can focus on clients and quality. Because it acts in your systems, control matters, and the Scope Card sets the workflows, the systems and the approval rules in writing before you order.
Problems this solves
Overdue tasks sit untouched until a manager notices them in review
The agent reassigns overdue tasks inside the approval rules you set. Delivery keeps moving without a person checking every task list by hand each morning.
Milestone status in the project tool is weeks out of date
It updates milestone status as work progresses, with read and write access to up to two systems. Partners and clients see a current picture rather than last month's.
Blockers wait for days because nobody owns the chasing
The agent chases blockers through one agreed channel, following up to six workflows with your approval rules. Anything outside those rules is escalated to a person to decide.
Slipping milestones across client projects go unnoticed until too late
It flags milestones that slip or stall across your client projects. Delivery leads can step in early, while there is still room to recover the plan.
A good fit if
Team leads currently spend real time on the mechanics of delivery, reassigning an overdue task, chasing a blocker, updating a milestone, rather than the judgment calls only they can make.
You can describe your current delivery process, or record a short screen capture of it, along with your approval rules for who can authorize what.
You want routine delivery actions carried out inside rules you set, such as reassigning a task when someone is overloaded or nudging a blocked deliverable, not just a report about them.
You're comfortable with up to two connected systems with write access, up to six workflows, and one named approver for anything outside the rules.
Not the right fit if
You need engagement status tracked and summarized for your team, not delivery actions actually carried out. See AI Project Status Agent, which reports rather than acts.
You need a client-facing report on a set cadence, not internal delivery coordination. See AI Client Reporting.
You need scope drift against the SOW tracked specifically, not general delivery execution. See AI Scope Management.
You need more than six workflows or more than two connected systems. Add a note at checkout and we quote it, or start from our Custom AI enquiry form.
How it works
- We connect, with read and write access, to up to two of the systems you use to run delivery, such as your project management tool and your practice management or CRM system.
- You give us your delivery playbook, up to six workflows such as reassigning an overdue task, chasing a stalled deliverable, or updating a milestone once a review is signed off, plus your approval rules for each.
- Delivery Agent watches for the triggers you defined, a task past its due date, a deliverable stuck in review, a milestone ready to close, and acts inside your rules rather than waiting for someone to notice.
- Actions that fall inside your approval rules, such as reassigning a task to someone with capacity, are carried out directly and written back into your systems.
- Anything outside those rules, an unusual reassignment or a milestone slipping past an agreed threshold, is routed to the approver you named rather than actioned automatically.
- We run 50 documented test scenarios before launch, so the workflows are proven against situations that actually happen on your engagements before anything runs live.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake, or confirmation we can reuse what you gave us on an earlier order.
- Admin or API access to the systems it should act in, sandbox or test records if you have them.
- Your delivery playbook and approval rules, such as who can authorize a reassignment or a schedule change.
- 10 real sample conversations, tickets or emails showing how delivery issues come up today.
- The name of the approver for actions that fall outside your rules.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can sign off on the workflows and approval rules before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, delivery playbook and approval rules confirmed.
Weeks 1–2
The six delivery workflows built against your rules.
Week 3
Project and practice management systems connected with read and write access.
Weeks 3–4
50 documented test scenarios completed.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,900 |
| Express | 15–25 working days | $6,800 |
| Rush | 10–20 working days | $7,650 |
What you receive at handover
- The AI Delivery Agent, configured and deployed in one channel
- Up to six workflows with your approval rules, such as reassigning tasks and chasing blockers
- Connections to up to two systems with read and write access, such as your project tool
- A test report covering 50 documented scenarios
- An admin guide, the recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can reduce the manual effort of keeping projects moving
- Helps milestones stay accurate in your project tool
- Makes slipping work visible before it affects the client
- Overdue tasks at week end
- Count overdue tasks in your project tool each Friday for a month before launch and a month after.
- Milestones delivered on date
- Compare planned and actual milestone dates for projects before and after launch.
- Days a blocker stays open
- Measure blocker open-to-close time from your project tool, before and after launch.
Before you start: Record weekly overdue task counts and the share of milestones met on date last quarter.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running AI Delivery Agent afterwards costs roughly $50–250/month (AI model usage + hosting), plus your existing CRM or project management plan, billed directly in your own accounts.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, updates, a health report and change hours each month for things such as a new trigger, an adjusted approval rule or a tweak to an existing workflow. It starts after the 30 days of support, bills monthly, and can be cancelled any month.
$295/mo (5% of the build price a month, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A project-management add-on bills per seat whether tasks get chased or not | A delivery lead spends real hours nudging tasks by hand | Ours is one fixed price, shown on this page before you buy |
| Scope | A project-management add-on gives you generic automation rules you build yourself | Scope depends on the delivery lead's time that week | Ours is written on the Scope Card before purchase |
| Actions | A project-management add-on mostly sends reminders, it does not reassign or update records | Depends on who is available to act | Ours reassigns tasks and updates records directly, inside your approval rules |
| Delivery | Sign-up is instant, wiring up real write-access workflows is not | Typically several weeks before work even begins | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Delivery Agent cost?
The one-time build price is shown in the price and delivery panel on this page, next to each delivery speed. It covers everything on the Scope Card: up to six workflows, read and write access to up to two systems, your approval rules and 50 test scenarios run before launch. Once your Scope Card is confirmed, the price is fixed.
How is AI Delivery Agent different from AI Project Status Agent?
Delivery Agent takes action: it reassigns overdue tasks, updates milestone status and chases blockers inside your approval rules, with write access to your systems. AI Project Status Agent only tracks and summarizes engagement status for your team to read, and it never reassigns work or writes changes back. One does delivery work, the other reports on it.
Does AI Delivery Agent act without anyone checking?
No. It only acts inside the approval rules you set, such as who can authorize a reassignment or how late a task must be before it escalates. Anything outside those rules is routed to the named approver rather than carried out automatically, so nothing unexpected gets written into your project or CRM system.
How much does AI Delivery Agent cost to run each month?
Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, plus whatever you already pay for your project management or CRM plan. You pay providers directly. The build itself is a one-time price, shown with each delivery speed in the price and delivery panel on this page.
How long does AI Delivery Agent take to launch?
The price and delivery panel on this page shows the time for each speed, counted from the day your intake is complete and access is verified. Most of the build goes into the write-access workflows, testing each one across 50 scenarios so the agent acts exactly within your approval rules before it touches live projects.
What access does AI Delivery Agent need to our systems?
It needs admin or API access, with both read and write permissions, to the up to two systems it should act in, such as your project management tool and your CRM. Sandbox or test records are welcome if you have them, and admin access and API keys are shared by adding our team as a user or creating a key you control, never by email.
Can I change AI Delivery Agent's approval rules later?
Yes. Adjusting an approval rule or tweaking an existing workflow fits inside the monthly change hours that come with maintenance. Adding a seventh workflow or a third connected system beyond what's in scope is a bigger change and gets a written Change Quote first.
Stop letting delivery slip while your team stays busy elsewhere.
Order AI Delivery Agent and overdue tasks, blockers and milestones get handled inside your rules on a fixed delivery date. The scope above is what you get, in writing, before you pay.
Works well with
Professional Services
AI Project Status Agent for Linear
Sends clients accurate project status updates, connected natively to Linear so it reads and updates issues, projects and cycles.
Professional Services
AI Project Status Agent for ClickUp
Sends clients accurate project status updates, connected natively to ClickUp so it reads and updates tasks, lists and comments.