Real specialists, AI-accelerated.
Dedicated specialist
Pro tier: priority queue with avg 1-hour response. Enterprise: dedicated specialist with direct line + Slack.
38-min avg resolution
For live cases (not background filings). Specialists trained on state SOS quirks + IRS notices + multi-state workflows.
Case tracking
Every interaction logged as a case with status (open, in queue, waiting, resolved). Audit trail forever in your vault.
BosAI handles routine
Deadline questions, status lookups, doc location: instant via BosAI. Specialists save bandwidth for edge cases.
Direct state outreach
Specialists call state SOS offices, dispute incorrect notices, expedite filings on your behalf. Works because we have established relationships.
Escalation path
Specialist → senior compliance counsel → outside counsel (if needed). One handoff thread, no starting over.
A clean handoff, in 4 steps.
Submit case via BOS
60-second case intake. Categorized + routed to right specialist.
BosAI offers immediate answer
For routine questions, BosAI replies with grounded answer + cites source. ~70% of cases resolved this way.
Specialist takes complex cases
Edge cases (state SOS issue, IRS notice, multi-jurisdiction) escalated to specialist. Avg 38-min resolution.
Resolution + vault save
Final answer + supporting docs filed in your vault. Linked to entity. Searchable forever.
One-time, or part of your BOS.
- Priority queue · ~1-hr response
- BosAI 200 queries/mo
- Case tracking
- Vault storage
- 5-entity portfolio
- Dedicated compliance specialist
- Direct line + Slack channel
- Unlimited BosAI
- Outside counsel escalation
- Quarterly compliance review
- Multi-entity portfolio
Common questions.
What's a "case"?
Any interaction requiring resolution. Routine (deadline question, status check) usually handled by BosAI in seconds. Complex (state oddity, IRS notice, structuring) handled by specialist.
What if my case is urgent?
Pro priority queue: ~1-hour response during business hours. Enterprise dedicated specialist: direct line + Slack with same-business-hour response.
Can you call the IRS for me?
Yes. We can place 3rd-party calls to IRS on your behalf with Power of Attorney (Form 2848) in place. Most useful for notice resolution.
How is concierge different from BosAI alone?
BosAI is text-based AI grounded in your data. Specialists are humans who can call state SOS, dispute notices, navigate edge cases, and apply judgment.
When do you escalate to outside counsel?
When the case requires legal opinion (entity restructuring, M&A structuring, contested IRS audit). We coordinate with attorney network at attorney rates.
Multi-entity portfolio: does each entity get its own specialist?
Enterprise: yes, you have one dedicated specialist for the portfolio. Pro: priority queue across the portfolio.
What's the case-resolution metric?
Average for live cases (specialist-handled) is 38 minutes. Excludes routine BosAI cases (under 30 seconds). Excludes filings + background work (T-14 autofile cadence).