The short version
- The Agentic Index covers 6 regulated professional practices today. Attorneys, doctors, real estate agents, financial advisors, accountants and CPAs, and insurance agents. Each page includes a compliance band describing the verification steps a practice owner should take before deploying any AI tool.
- New professions go up roughly one per week, on a Sunday schedule, prioritized by demand from the form on this page. The current queue through August 2026 includes dentists, veterinarians, chiropractors and physical therapists, optometrists, and tax preparers.
- A few cross-practice tools work for most professional services practices. Calendly handles client scheduling, Quo handles the business phone, and intake-and-CRM platforms similar to Clio handle structured client onboarding. These are the highest-value starting points for almost any specialty.
- Meanwhile, the right move is to verify vendor terms against your profession's compliance framework. That means signed agreements where required, such as a HIPAA Business Associate Agreement for healthcare or a written supervision and records framework for financial advice, plus SOC 2 reporting and breach-notification procedures from the vendor.
- To request your profession, fill out the form below. Tell us the specialty, your location, your practice size, the AI tool problem you would want solved, and your email. We add new pages based on demand and email you when yours goes live.
Find a local AI pro
Which AI tools work across most professional services practices?
A small set of tools shows up on most of our regulated-pro pages. If your profession is not on the directory yet, these are the highest-value starting points. Pricing reflects published vendor information as of May 2026. Verify each vendor's data-handling terms against your profession's confidentiality and compliance rules before purchase.
| Tool | Category | Use case | Starting price | Setup time | Key constraint |
|---|---|---|---|---|---|
| Calendly | Client scheduling | Self-serve consultation booking and intake-meeting calendar links | Free; paid from $12/mo | 1 week | Verify integration with your records system; confirm calendar data residency |
| Clio-style intake | Intake and matter or case management | Structured client onboarding, conflict checks, document collection. Clio for attorneys; analogous tools exist for healthcare, advisory, and accounting. | Varies by vendor | 4-8 weeks | Profession-specific. Confirm the vendor signs the agreement your regulator requires, such as a HIPAA BAA for healthcare. |
| Quo | Business phone with AI | Office phone, after-hours coverage, voicemail transcription, call summaries | $19/mo | 1-2 weeks | Confirm call recording and transcription consent under your state's rules; review vendor data-retention terms. |
A solo practitioner or small practice in almost any profession can begin with these three. Verify current pricing, data-handling terms, and required signed agreements directly with each vendor before purchase.
What practice owners actually ask when their profession is not on the directory yet
Direct answers to what owners ask. Use the form below to add your profession to the queue.
When will my profession be added to the directory?
It depends on demand. The Agentic Index adds roughly one new vertical per week on a Sunday schedule, and the queue is prioritized by how many practice owners request the same profession. If you are the third or fourth person asking for the same profession in a month, expect a page within 2 to 4 weeks. Single-request professions can take a few months. Either way, we email everyone who requested a profession when the page goes live.
What is the threshold to add a new profession?
There is no fixed number. The signal we look for is repeated, specific requests from practice owners describing real workflow problems, not generic curiosity. Three to five owners in the same profession asking for similar AI use cases is usually enough to move that profession to the top of the queue. Compliance complexity also matters: professions with heavy regulatory overhead, such as those touching HIPAA, fiduciary, FINRA, FTC, or Bar ethics rules, take longer because the compliance band on each page requires careful sourcing.
Can I still find a local AI consultant if my profession is not covered yet?
Yes. The local AI consultants in the directory work across professional services practices, not only the 6 regulated professions that have pages today. A consultant who has set up AI for a small law firm or a CPA office can usually do the same work for a dental practice, optometry office, veterinary clinic, engineering consultancy, or architecture studio. Practice size and confidentiality posture matter more than specialty. Use the find-a-pro form to be routed to a consultant in your county.
What makes a profession "regulated," and why does that matter for AI tools?
A regulated profession is one where state or federal licensure, professional ethics rules, or industry-specific privacy law governs what you can do with client information. Examples include the Bar rules for attorneys, HIPAA for healthcare, fiduciary duty and the SEC Marketing Rule for financial advisors, and Treasury Circular 230 plus Section 7216 for accountants. For AI tools, this matters in three ways. First, vendor data-handling policies must align with the profession's confidentiality requirements, including signed agreements where applicable. Second, certain AI outputs may require human review before being shared with a client. Third, advertising and marketing claims generated by AI must meet profession-specific rules. Always verify a vendor's terms against your profession's compliance framework before use.
What about specialized regulations like HIPAA, FINRA, or state Bar rules?
Every regulated profession page on The Agentic Index includes a compliance band describing the verification steps a practice owner should take before deploying an AI tool, including signed agreements such as HIPAA Business Associate Agreements, SOC 2 Type II reports, FDA clearances where applicable, and breach-notification procedures. The Agentic Index does not vet vendors and does not certify compliance. The compliance band is a checklist, not legal advice. For your specific profession, consult your licensing board, professional association, or outside counsel before adopting any AI tool that touches client data.
How often does The Agentic Index add new professions?
Roughly one new vertical per week, on a Sunday publishing schedule. The queue is ordered by demand. Across all categories that means about 4 to 5 new pages per month, with a mix of trades, regulated professions, and main-street businesses. The current scheduled queue through August 2026 includes dentists, veterinarians, chiropractors and physical therapists, optometrists, and tax preparers, among others. Submitting the form on this page adds your profession to the queue and emails you when the page goes live.
How do I get my profession added to the directory?
Fill out the short form below. We add new profession pages based on demand. The more requests we get for the same profession, the sooner it goes up. We will email you when your page is live.
Goes to The Agentic Index team. We never sell your contact info. By sending you agree to our Terms of Service.
Browse the 6 regulated professions we cover today
Even if your exact profession is not here yet, the closest neighbor page is usually close enough to give you a starting list of tools, pricing, setup time, and the compliance checks that matter most.
Or browse everything on the homepage, including the 17 trade pages and 5 main-street business pages.
How do I find a local AI pro for a profession you don't cover yet?
Tell us your area, your practice size, and your biggest workflow pain. We will route you to a local AI consultant in your county who works with regulated professional practices, no matter what specialty you run.
Listings are for informational purposes only. The Agentic Index does not endorse or certify any provider. Always verify credentials and compliance posture before engaging any service.
Sources
- List of 6 regulated professional practices currently covered by The Agentic Index, per homepage browse section.
- Vendor published pricing pages reviewed 2026-05-27 — calendly.com, getquo.com, clio.com.
- Scheduled vertical-expansion queue through August 2026 per internal publishing calendar.
- Compliance framework references: HHS HIPAA guidance at hhs.gov/hipaa; SEC Marketing Rule (Rule 206(4)-1); IRS Section 7216 for tax-preparer client information; state Bar advertising and confidentiality rules vary by jurisdiction.
Last reviewed: 2026-05-29. The Agentic Index does not provide legal, compliance, or business advice. Verify all claims, pricing, and vendor terms directly with each vendor and with your own counsel or compliance lead before adoption.