The AI journey starts here
Expert firms such as accountants, legal advisors, HR professionals and insurance brokers are evolving. Clients expect more, technology is advancing quickly, and scaling talent has become a growing challenge.
Many expert firms are exploring AI to help close that gap. But as the market fills with tools, they are left with scattered systems and no clear strategy for how AI should fit into everyday work. It is not just about what the tools can do, but how they work together and how they support the people using them.
From hundreds of conversations with expert firms, one thing is clear: they do not want more software. They want clarity, quality and control. That is why we are introducing the Ravical Inbox Agent, the starting point of your AI-first journey.
Key features of the Inbox Agent
- The Inbox Agent is deeply integrated into your organisation. It connects to your internal systems to bring in crucial client context.
- It uses your internal knowledge base and tone, so every response reflects how your firm works and communicates.
- And it operates within a robust test framework to ensure consistent, high-quality output you can trust.
Supplementing the Inbox Agent, the Weekly Quality Digests give firms a structured view of how communication is evolving across the organisation. They highlight trends such as volume handled, response times and week-over-week shifts, without going down to the level of individual emails.
Firms get a high-level understanding of how teams are engaging with clients, which questions come up most often and where communication may be slowing down. It’s a practical way to monitor service quality, track consistency and identify areas for improvement.
AI you can see, steer and trust
Many tools can now generate automatic email drafts. And we believe this will soon become the new standard. What matters more is how expert firms stay in control of the output and the process behind it.
This visibility is key. For many firms, the real risk in adopting AI is not in the output itself, but in what they cannot see. Ravical doesn’t operate as a black box. It shows how the agent reasons, where it has contributed, and where it has failed. This gives teams the confidence to deploy AI safely and responsibly, in line with their own standards, workflows and governance. From day one, the agent has been built with control mechanisms at its core: clear guardrails, configurable steering options and a continuous feedback loop with the human in the loop. Firms can refine how agents behave based on internal knowledge and expectations, staying in control while scaling their work.
What’s next?
The Inbox Agent is just the starting point. It introduces a broader Ravical platform designed to help expert firms manage, coordinate and work alongside AI agents in a way that remains transparent and fully under control. We begin in the inbox because it’s still where most client conversations take place. But communication doesn’t stop there. Calls, video meetings and instant messages all carry important context. Ravical is built to bring these threads together, so agents can understand the full picture and act with clarity.
The Inbox Agent drafts replies, understands context and connects with your existing tools. But its real value lies in what it enables. It marks your firm’s first step toward a new kind of workforce where people and AI agents collaborate in a structured and reliable way.
Becoming an AI-first firm helps teams scale faster, onboard more easily, access the knowledge they need and focus on the work they do best. Ravical provides the foundation to make that possible across your organisation.
To discover what the Inbox Agent could mean for your expert firm, feel free to request a demo of the Ravical platform, we look forward to your input.