An AI assistant for the work your firm doesn't bill for.
DeskIQ sets up Claude Code on your own computer, connects it to your inbox and calendar, and tunes it to how your practice actually runs: inbox triage, client follow-ups, scheduling, intake prep, reminders. On Workstation, every outbound message waits for your approval.
Built for small practices
DeskIQ works best when the owner is still close to the work and the firm is small enough that admin overflow lands on the people who bill.
- CPAs & bookkeepers
- Solo & small law firms (1-5 attorneys)
- Financial advisors & RIAs
- Consultants & fractional execs
- Teams of 1-10, on Mac today, Windows on request
The work that doesn't show up on an invoice.
In a small professional firm, the billable work is the easy part. It's everything around it that quietly eats the day: chasing documents, rescheduling, drafting the same three emails, prepping for the next call, remembering who you owe a reply. Hiring an admin is a real commitment. Another SaaS subscription is another login nobody uses. DeskIQ is the third option: someone sets up an assistant that does that work, tests it against your real habits, and leaves you running it.
CPAs & bookkeepers
Day-to-day support around the engagement, not just the books.
- Inbox triage and reply drafts for client questions
- Missing-document and signature follow-ups
- Engagement-letter and deadline reminders
- Post-tax-season catch-up and client check-ins
Solo & small law firms
Help with the routine correspondence and intake, with nothing auto-sent.
- New-client intake prep and conflict-check checklists
- First-draft correspondence and status updates
- Calendar and court-date reminders
- End-of-day summaries of what moved and what's owed
Advisors & consultants
Meeting prep and follow-through so nothing slips between sessions.
- Pre-meeting briefs pulled from email and notes
- Post-meeting recaps and action items
- Client follow-ups and recurring check-ins
- Research summaries and task capture from any channel
Why a set-up install, not another login.
Professional firms carry confidentiality obligations that most AI tools weren't designed around. DeskIQ is built so you decide what the assistant can reach and what it can send.
- Installed on your computer
- The assistant runs on your own computer, working from the accounts you already use. On Workstation and Agentbox, the AI provider (Anthropic, or OpenAI if you choose it) receives what the assistant reads, including email and Drive content it opens through a connector. For firms that handle client data, we recommend Claude's Team plan.
- Approval-based on Workstation
- It drafts; you approve. On Workstation and Private, nothing goes out without your sign-off, whether that's an email, a message, or a calendar invite. Agentbox sends only to the recipients set up at scoping.
- Set up by a person
- We sit with you, connect accounts, test the approval flow, and tune the workflows to your firm before we hand it over. It's not a self-serve trial.
- Yours to keep
- One-time setup fee. The Care Plan, required for the first six months, keeps model routing and integrations current, but the install stays yours whether or not you keep it.
Firms with confidentiality duties, such as attorneys and CPAs, can go a step further with DeskIQ Private. The AI model runs on a Mac mini you own, in your office. Client files are never sent to a cloud AI provider, and there is no cloud AI account or per-token bill.
What the first week looks like.
The goal isn't a demo. It's a working assistant handling real inbox, calendar, reminder, and follow-up work before the week is out.
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Discovery
We confirm your firm type, team size, existing tools, confidentiality requirements, and the workflows costing the most time. We tell you honestly whether DeskIQ is a fit.
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Install
We configure the assistant on your hardware: the messaging channel, model routing, account connections, and the first two or three workflows specific to your practice.
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Handoff
You learn how to approve drafts, ask for summaries, add reminders, and adjust the assistant's behavior. After that, the Care Plan keeps everything tuned.
Start with a short call.
Bring the workflow that's wasting the most time: email triage, follow-ups, scheduling, intake prep, reminders, or client communication. No slide deck, just a straight answer within one business day on whether DeskIQ is a fit for your firm.