What can the Copiafy AI Agent do for my practice?

It does the work around your clients, so you can spend your time with them. Ask in plain words:

• "Who needs my attention today?" Overdue follow-ups, unanswered messages and leads going cold, in one answer.

• "Prep me for my 2 pm with Maria." A one-page brief from her file: goals, what changed, open tasks and what to ask.

• "Reply to David: I'll have the numbers Friday." It reads the thread and drafts the reply for you to send.

• "Note that the Lees want to retire at 60 and set a review for March." Notes, follow-up dates, reviews and tasks, updated from one sentence.

• "Add Sam Ortiz as a lead from today's referral and follow up Tuesday." Your pipeline, kept moving.

Ask for the whole job and it shows you its plan first, then works through each step: "Prep my afternoon meetings and draft follow-ups for anyone I haven't answered."

How does it keep my clients' information private?

Copiafy replaces your clients' names, emails and phone numbers with codes before anything reaches the AI, and masks Social Security numbers. The real details are put back only inside Copiafy, where your client records already live.

You don't have to take our word for it. Every request appears on your Activity page, with which AI answered, which clients were involved and what was protected before sending.

Will it change my records on its own?

No. The agent can look things up in your files by itself. Before it saves, sends or changes anything, it shows you the change, with the current value next to the new one, and waits for your Confirm. You stay the professional of record; the agent does the legwork.

What does it cost?

The agent is included in every Copiafy plan, from $29 a month. You connect your own AI account in one click and choose the model you prefer, and your AI provider bills you directly for what you use. Copiafy adds no AI surcharge.

Here's what that's worth, as an estimate with your own numbers: if the agent saves you 30 minutes a working day, that's about 10 hours a month. At $150 an hour, that's $1,500 of your time. Hours saved × your hourly rate.