ClientAgent: Your Client Lifecycle Operating System

From client's first contact to their next appointment, powered by an AI Agent.

ClientAgent is an autonomous AI Agent.
You simply provide the client's name and what service they need. ClientAgent will then proceed to:

Register the Client and build their profile instantly.
Initiate the Process for the specific requested service.
Draft Documents (Quotes, Contracts, Checklists... any document) ready for sending.
Handle Bookings by checking your calendar availability automatically.
Issue a Ticket to get the job done and assign it to the appropriate team member.
Track Progress and finalize the job when completed.
Keep in touch and when it is time, remind the client to come back.

No more forms for you to fill out, ClientAgent does it for you.

Contact to Set Up

Industry / Professional	Common Tasks & Documents with ClientAgent
Auto Repair Shop	Service QuotesJob Work OrdersVehicle Inspection ChecklistsInvoices (with parts & labor)Automated "6-Month Oil Change" Reminders
Veterinary Clinic	New Patient Intake FormsVaccination RecordsTreatment Plans & EstimatesPost-Op Care InstructionsAnnual Check-up & Medication Reminders
Law Firm	Client Engagement LettersCase File ManagementRetainer AgreementsBillable Hours InvoicesAutomated Court Date & Deadline Reminders
Beauty Salon / Spa	Client Consultation Forms (allergies, preferences)Appointment ConfirmationsService InvoicesAftercare GuidesAutomated "Time for a Touch-Up" Reminders
Cleaning Services	Service AgreementsMonthly Retainer InvoicesVisit ChecklistsJob Completion Notes"Next Scheduled Cleaning" Reminders
General Contractor	Project Bids & EstimatesSub-contractor AgreementsChange OrdersPhased InvoicingFinal Walk-through Punch Lists
Real Estate Agent	Listing AgreementsOffer LettersShowing Feedback FormsClosing Checklists"Time to Renew Lease" Reminders
IT Consultant	Service Level Agreements (SLA)Project ProposalsMonthly Support InvoicesSystem Audit ReportsSoftware License Renewal Reminders
Personal Trainer	Client Intake & Goal SettingWorkout PlansSession Packages & InvoicingProgress Reports"Next Session" Reminders
Landscaping Services	Seasonal Service ContractsDesign ProposalsMaterial & Labor QuotesMonthly Maintenance Invoices"Time to Fertilize" Reminders

Screenshot of the ClientAgent integrated calendar with appointments and client names

STREAMLINE & ENGAGE

Fill Your Calendar & Keep Clients Engaged, Automatically

Streamline your schedule and ensure clients are always informed. ClientAgent automates bookings, confirmations, and intelligent reminders to reduce no-shows and build loyalty.

Smart Integrated Calendar: A single calendar that's fully synced with your client profiles. See your day, week, and month at a glance.
Share Your Calendar: Instantly share a booking link so clients can view your availability and select an open timeslot.
Automatic Confirmations: When a client books, ClientAgent instantly sends a confirmation email or SMS. No manual follow-up needed from you.
Automated Appointment Reminders: Dramatically reduce no-shows with smart SMS and email reminders sent automatically 24 hours before an appointment.
Client Lifecycle Reminders: This is how you build repeat business. Automatically remind clients about future needs: "Your car's annual inspection is due," or "It's time for Max's annual check-up."
Simple Campaigns: Send promotions, holiday greetings, or important updates to all your clients or specific groups.

An example of a professional invoice generated by ClientAgent, showing line items and a 'Pay Now' button

An example of a receipt generated by ClientAgent

GET PAID FASTER

From Quote to Receipt, All in One Place

Stop juggling different tools for billing. ClientAgent integrates invoicing directly into your client's workflow.

Quotes, Invoices & Receipts: Generate a professional quote, send it for approval, and convert it to an invoice in one click. Automatically issue receipts upon payment.
Recurring Billing: Perfect for retainers or subscription services (e.g., "Monthly Cleaning Contract"). Set it once and ClientAgent bills your client automatically.
Auto-Filed & Tracked: Just like documents, all invoices and receipts are automatically filed in the correct client's job folder. See at a glance what's paid and what's outstanding.

Simple, Powerful Pricing

ClientAgent is the essential AI assistant for your team. It's safe, secure, and centralizes your client management. For larger teams, contact us for a custom plan at sales@jon-ai.com.
For the next 48 hours only, we will throw in a free AI Training session for your team (worth $400/person) when you sign up for the Pro plan! Learn more about the training here.

Free

Test your workflows

$0

20 Credits

Try the system

Start for Free

Pro Most Popular

Your AI Assistant for Client Management.

$300

per user/per year

Access to ClientAgent
Client Lifecycle Management
Bookings & Integrated Calendar
Automated Reminders
Invoicing & Billing
Full Privacy & No Data Training
Phenomenal Support

Upgrade

Corporate AI Training for your Employees +
2 Years of ClientAgent - AI Agent for Clients

If you want to have an AI-enabled workforce, you must treat the AI rollout as a human capital initiative, not just a software procurement. You can buy all the AI licenses you want, but if your employees don't know how to use it properly, you won't see the productivity gains you expect.

Follow the link to learn more:

Online Corporate AI Training for your Employees - How to use AI in your Organization

Frequently Asked Questions

ClientAgent is a Client Lifecycle Operating System (OS) for skilled professionals and service businesses. It's an AI-powered platform that helps you manage the entire client journey, from booking and reminders to job tracking and invoicing, all in one place.

The AI automatically fills in Client forms, helps issue documents like contracts, request for quotes, purchase orders and more, from a simple sentence it can book appointments, send reminders, create invoices, and file everything in the right client's profile. It understands context, so you don't have to manually search for clients or folders.

It's for everyone in your team. Desk staff can use it to manage client bookings and send reminders. Service professionals can use it to track jobs and issue documents. Managers can use it to get a 360-degree view of every client and job in progress, HR can use it to manage employees and issue documents, and finance can use it to handle invoicing and payments.

You get a personal booking link that you can share with your clients via email, social media, or embed on your website. When clients click the link, they can use natural language to request an appointment (e.g., "I need a car service next Tuesday at 10 AM"). ClientAgent checks your calendar for availability, books the appointment, and sends an automatic confirmation to the client.

Just upload your price list and ClientAgent will automatically populate your inventory.

Absolutely. With a paid plan, you get a personalized onboarding session and free AI training for your team. AI is a transformative technology, and we want to ensure your team knows how to leverage it effectively. We use industry-standard encryption. Your client data and documents are yours alone and is never used to train AI models.

ClientAgent: Your Client Lifecycle Operating System

MANAGE CLIENTS, NOT JUST PAPERWORK

A 360-Degree View of Every Client

Built for Professionals Who Get the Job Done

STREAMLINE & ENGAGE

Fill Your Calendar & Keep Clients Engaged, Automatically

EMPOWER YOUR CLIENTS

Let Your Clients Book Themselves, 24/7

GET PAID FASTER

From Quote to Receipt, All in One Place

Simple, Powerful Pricing

Free

$0

Pro Most Popular

$300

Corporate AI Training for your Employees +
2 Years of ClientAgent - AI Agent for Clients

Frequently Asked Questions

Please contact sales@jon-ai.com to get ClientAgent.

ClientAgent: Your Client Lifecycle Operating System

MANAGE CLIENTS, NOT JUST PAPERWORK

A 360-Degree View of Every Client

Built for Professionals Who Get the Job Done

STREAMLINE & ENGAGE

Fill Your Calendar & Keep Clients Engaged, Automatically

EMPOWER YOUR CLIENTS

Let Your Clients Book Themselves, 24/7

GET PAID FASTER

From Quote to Receipt, All in One Place

Simple, Powerful Pricing

Free

$0

Pro Most Popular

$300

Corporate AI Training for your Employees + 2 Years of ClientAgent - AI Agent for Clients

Frequently Asked Questions

What is ClientAgent?

What the AI does?

Who is it for?

How does the 'Self Booking' work?

How do I add my products or services?

Do you Include Onboarding and Data Privacy?

Please contact sales@jon-ai.com to get ClientAgent.

Corporate AI Training for your Employees +
2 Years of ClientAgent - AI Agent for Clients