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Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk
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Skills Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk All agents
Agent library / Client service

Serve clients

Client service

Client requests arrive all day by email and phone. PitCrew logs each one, drafts the reply with the data attached, tracks money requests until the cash is ready and keeps an eye on RMDs and beneficiaries. Your team approves and sends.

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Example run with sample data

Agents in Client service

Choose an agent to see what it reads, what it produces and the rules it follows.

Client requests: money in, money outLogs each money request, proposes what to sell, and checks daily until the cash is ready.Approved by: The advisorClient inquiry responseDrafts answers to client and CPA questions with the data attached.Approved by: Client serviceClient follow-up email draftsDrafts follow-ups for documents, signatures and open requests waiting on a client.Approved by: Client service or the advisorBeneficiary reviewFinds accounts with missing or out-of-date beneficiaries and creates review tasks.Approved by: The advisorRMD trackingTracks every required minimum distribution and flags those not yet taken.Approved by: Operations and the advisorClient offboardingWorks the closing checklist when a client leaves, including the refund of any prepaid fee.Approved by: Billing and the advisor

Questions firms ask

Last updated: October 2026

What does Client service cover?

Client requests arrive all day by email and phone. PitCrew logs each one, drafts the reply with the data attached, tracks money requests until the cash is ready and keeps an eye on RMDs and beneficiaries. Your team approves and sends.

Does a person approve the work?

Yes. Each agent shows its work to the right person before anything is written to your systems or sent to a client. Every run is kept in your firm's private deployment.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

Other Skills

The rest of the agent library, in the order of a client's life with your firm.

Marketing and referralsReferrals, events, newslettersProspects and proposalsInquiries, fit checks, proposalsClient onboardingNew accounts, transfers, formsClient meetingsPrep, notes to tasks, follow-upPortfolio oversightDrift, cash, model changesBilling and feesFee checks against agreementsData and reportingMatching data, client and firm reportsCompliance and riskReviews, exams, security
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