Meet Jerry, the agentic veterinary assistant you can give real work to

Every vet team has a list of jobs that sit waiting until the last appointment is done. The insurance claim that needs three months of invoices. The referral letter. The cash drawer that doesn't match the system at closing.

If you work in a practice, you know that list well, and you know it's a big part of why people leave late.

Let me explain what we've built to help.

Jerry is now an agentic veterinary assistant: an AI inside your practice management system that you ask for something in plain English, and that does the work using your practice's own records, then hands it back for your team to check and approve.

What "agentic" means for your practice

Until now, Jerry answered questions. You asked about a patient, and Jerry told you, with a link back to where the answer sits in the record.

Agentic Jerry does the job as well. Take insurance claims. You can ask Jerry to "do the insurance claim for Ruby's diabetes treatment, July to September," and it finds every treatment for that condition across those three months and puts them all onto one claim. If you've claimed for Ruby's diabetes before, Jerry marks the new claim as a continuation. Anything already on a claim is grayed out, so nothing gets claimed twice.

Jerry fills in the claim, and your team reviews it and sends it to the insurer.

That's one job. Here are some of the others Jerry can take on.

For vets

• Jerry writes a referral letter from the case notes and attaches the X-rays, bloodwork and reports.
• Once your last appointment is done, Jerry drafts a follow-up email for every pet you saw, with the right aftercare sheet attached.
• Jerry pulls every lab result for a pet into one list, including results buried in attached PDFs.
• Jerry emails tomorrow's clients what to bring, such as a urine sample or their puppy's vaccination card.

For the front desk

• Jerry finds yesterday's exams with no notes and sets a task for the vet who saw each one.
• Jerry lists tomorrow's post-op and sick-patient calls and adds each one as a task.
• Jerry finds claims that haven't moved in two weeks and drafts the chase email to the insurer.
• Jerry reads a new patient's records from their previous practice's PDF and builds the pet's record in Lupa.

For vet techs

• Jerry checks tomorrow's surgery list for missing consent forms and estimates, and drafts any that are missing.

For practice managers

• You tell Jerry who's on leave, and it blocks their schedule, lists the affected appointments and suggests a vet for each.
• Jerry compares the packing slip with the order, lists what didn't arrive and adds it to the next order.
• When the cash drawer doesn't match Lupa at closing, Jerry goes through the day's payments and shows you where the difference is likely to be.

And there are hundreds more tasks across the practice.

Many of these came from our own vets. When Pete Sarvari, our Head of AI, asked the team which jobs felt most manual, Dr Miteki Degawa sent back a list from her time in clinical practice. Pete had demos of most of them working 4 days later.

Your team stays in charge

Jerry works only inside Lupa, with your practice's own data. It prepares the work, and someone on your team approves it before anything is sent, saved or ordered.

We have a zero data retention policy with our AI providers, and our systems are audited under SOC 2. You can review our compliance record here. Whichever system you use, ask your provider for the same two things.

What this means for veterinary software

I think the way people use software is changing fundamentally. Getting a job done in a practice system has always meant clicking through screens and filling in fields. Now you can tell an agent what you need, and it works through those screens for you.

Admin is where vet teams need that help most, because it adds to burnout. Researchers at Cornell estimate burnout costs the US veterinary industry around $2 billion a year.

An agent needs two things to help with that workload: it has to see the whole record, and it has to be allowed to act inside the system. Jerry has both, because it's connected to all of your practice data inside Lupa. That's where the value for clinics comes from. An assistant that can read the invoices can build the claim.

Where we're going

We want your team to spend its day with patients and clients, and to get home on time, while the system handles the admin around them. Agentic Jerry is a big step towards that, and I'm excited about it. Pete's team keeps adding new jobs, and the best ideas keep coming from vets telling us which part of their day they'd happily hand over.

When you can use Jerry

Agentic Jerry rolls out to Lupa customers in December 2026.

You can see it at work before then. Pete will run a live demo and Q&A on Tuesday, December 1 at 1pm ET, and if you can't make it live, we'll send you the recording.

Want to see what Jerry could take off your team's plate? Watch Jerry at work, or join the live demo on December 1.