An AI clerk that actually gets the work done.
Cedar Clerk is an outsourced AI employee for professional-services firms. It answers the calls, handles the intake, logs into the systems your team uses every day, and runs the repetitive work through to a finished result — around the clock, for a fraction of one hire. Your licensed staff reviews the outcome and makes the call.
Why “Cedar”?
The name spells out what a great clerk is — and it comes from the Cedar Office family of AI coworkers.
C·E·D·A·R
Competent · Efficient · Dependable · Accurate · Reliable. The five things you want in an employee — and the standard this one is built to.
A Cedar Office product
Cedar Office is an AI-office platform: a pool of AI coworkers you assemble into a working office, each with its own craft. Cedar Clerk is one of them.
Evergreen by design
The cedar is an evergreen — steady, rooted, always in season. That is the standard the clerk is held to: dependable, and always on.
One AI employee, built for the work professional-services firms repeat every day.
The same clerk is designed to take on the busywork across professional services — starting with insurance.
Insurance brokers
Answers intake, logs into the carrier portal, and runs the quote to a real, bindable number for your licensed broker to review. Working today on Mercury and Bamboo — home and auto.
Real-estate teams
The same clerk takes on transaction-coordination busywork — the paperwork, deadlines, and follow-ups that eat an agent’s day.
Accounting & CPA
Routine bookkeeping and client back-and-forth, handled — so licensed staff spend their time on judgment, not data entry.
How the clerk works.
It does the busywork end to end, and leaves a clean record for the person who is responsible.
The request comes in
Phone, email, text, or chat starts the intake. The clerk gathers exactly what’s needed before it touches any system.
The work gets done
It logs into the system your team uses and runs the task through to a finished, reviewable result — recording every page it touched and every field it filled.
Your staff signs off
Licensed staff review the outcome with screenshots and evidence, then make the business decision. Nothing binds without a human.
You bring the judgment. The clerk does the rest.
Your licensed staff are worth far more than data entry. Cedar Clerk takes the repetitive work off their desk so they spend their day on the calls that need a human.
- ✓Custom-fit to your business — your workflows, your rules, your systems.
- ✓Works inside the tools your team already uses, no rip-and-replace.
- ✓Your people stay in control — nothing final happens without their sign-off.
- ✓Around the clock, for about half the cost of one more hire.
Simple, predictable pricing.
A flat monthly fee — about half the all-in cost of the same human hire. Plans from $899/mo.
Day shift
$899/mo
Business-hours coverage. Calls, intake, and the daily workload while you’re open.
24/7
$1,299/mo
Never off the clock. Around-the-clock coverage at a fraction of one human hire.
On-prem
$1,499/mo
A dedicated machine in your office for strict data-residency needs. Plus a one-time setup.
Questions firms ask first.
Does it make the final decision or bind on its own?
No. The clerk does the work and returns a finished, reviewable result. Your licensed staff reviews it and makes the business decision. Nothing binds without a human.
What can it do today?
Insurance quoting is live — it runs Mercury and Bamboo home and auto quotes end to end, to a real number. Real-estate and accounting workflows run on the same Cedar Office platform.
How much does it cost?
A predictable monthly fee, about half the all-in cost of the equivalent human hire. Plans from $899/mo, with 24/7 and on-prem options.
Do you need our logins?
Access is set up under your control. A dashboard shows connection state and reconnect needs any time, and data is encrypted in transit and at rest on every plan.
See the clerk run a real workflow.
Email info@cedarclerk.com.