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Professional ServicesFirst drafts in hours, every citation checked, professionals sign.

Contract review, audit workpapers and research memos, drafted in your firm's method for the professional who signs.

Built for work a professional signs.

Review and research that arrive ready to check.

Contract review, diligence, first-pass discovery and research memos, with citations verified and an attorney supervising every output.

  1. Step 1Document receivedContract Review Agent
  2. Step 2Playbook appliedContract Review Agent
  3. Step 3Deviations foundContract Review Agent
  4. Step 4Fallbacks proposedContract Review Agent
  5. A person decidesAttorney approvesSupervising attorney
  6. Step 6SentContract Review Agent

Workpapers that tie out before the senior opens them.

PBC tracking, sampling, tie-outs, provision workpapers and notice responses, prepared to your methodology and reviewed by the engagement team.

  1. Step 1Requests issuedPBC Tracker Agent
  2. Step 2Received and checkedPBC Tracker Agent
  3. Step 3Samples vouchedTie-Out Agent
  4. Step 4Exceptions evaluatedTie-Out Agent
  5. A person decidesSenior reviewsEngagement senior
  6. Step 6Routed to managerPBC Tracker Agent

More analysis from the same team.

Research briefs, evaluations and client deliverables built from your frameworks, with every figure traced to its source.

  1. Step 1Scope setEvaluation Workflow Agent
  2. Step 2ResearchResearch Brief Agent
  3. Step 3Evidence and data reviewEvaluation Workflow Agent
  4. Step 4Report assembledDeliverable Assembly Agent
  5. A person decidesActuary signsCredentialed actuary (FSA, MAAA)
  6. Step 6DeliveredDeliverable Assembly Agent

Why professional services teams are moving now.

Name the work your associates do twice.

We'll build the first agent with your practice leads.