// USE CASES
The workflow, in the profession’s language
Each card describes real work — never technology. What the agent does, what it does not, and what we measure.
01
Document collection
- Today
- Manual chase-ups, incomplete files, expert time lost on follow-up.
- With the agent
- The agent requests missing documents, follows up under your rules, logs every exchange.
- What it never does
- It does not validate the deed or decide legal completeness.
- What we measure
- Time to completeness and share of documents received without human chase-up.
02
Completeness checks
- Today
- Scattered checklists, misses, manual catch-up before signing.
- With the agent
- The agent applies the business checklist, flags gaps, prepares the file for the expert.
- What it never does
- It does not sign or clear a business exception without a human.
- What we measure
- Share of files complete at first expert pass.
03
Review preparation
- Today
- Expert hours on assembling and sorting before analysis.
- With the agent
- The agent assembles approved sources, prepares the pack, highlights gaps.
- What it never does
- It does not issue the professional opinion.
- What we measure
- Expert time before a useful first read.
04
Case instruction
- Today
- Scattered information, rekeying, longer cycles.
- With the agent
- The agent structures the file, fills allowed fields, flags inconsistencies.
- What it never does
- It does not decide the substance of the case.
- What we measure
- Instruction lead time and rekeying avoided.
05
KYC / AML
- Today
- Time-consuming collection and checks, risk of misses.
- With the agent
- The agent orchestrates collection, applies defined checks, logs every step.
- What it never does
- It does not decide client acceptance.
- What we measure
- KYC lead time and completeness of logged checks.
06
Client reporting
- Today
- Manual reporting, mixed formats, tight deadlines.
- With the agent
- The agent drafts from approved sources, to your template.
- What it never does
- It does not send without human validation.
- What we measure
- Time to prepare the report.
07
Meeting notes
- Today
- Scattered notes, late rewrite, lost context.
- With the agent
- The agent structures the note from validated inputs, to your outline.
- What it never does
- It does not commit the firm to the client.
- What we measure
- Time to deliver the note.
08
Document research
- Today
- Long search across approved corpora, results to verify.
- With the agent
- The agent queries approved sources, cites origins, prepares a synthesis.
- What it never does
- It does not replace judgment on legal or tax relevance.
- What we measure
- Time to a first sourced synthesis.
09
Recurring deliverables
- Today
- Repetitive production, fixed formats, period-end load.
- With the agent
- The agent prepares recurring deliverables on the firm’s calendar and templates.
- What it never does
- It does not publish without human review.
- What we measure
- Workload absorbed on recurring cycles.
// What it runs on
Your workflow is probably not exactly on this list — that is precisely what the first hour is for.
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// READY TO START
Show us the workflow costing you time.
In one hour, we frame repetitive work, data constraints and the gains to measure — with a partner, not a salesperson.