Agents prepare the work. A person at the firm decides.
Four agents work the tasks on a matter. They read the firm's records and the law, draft, and propose. Nothing they propose changes a register, is sent to a client or runs a screening until someone at the firm approves it.
In pilot. The four agents are working matters at a pilot firm. The approval gate and the firm's log are in place on every account.
How it works. A task in, outputs for review out.
Give an agent a task
Press Do it on a task on the matter, or type what you need. The task's words pick the agent; you can pick another one.
It works from the file
The agent reads the matter, its registers, its documents and the law, then drafts and proposes. Before it asks for review, a check compares every name, number, date and citation with the records. What it cannot settle becomes a question for you.
You decide each output
Approve, edit or reject each draft, proposal and email, or send it to a colleague for review. Approving a draft locks that version. Approving an email marks it reviewed; it is not sent.
Four agents. Each reads everything. Each changes nothing.
Every agent reads the same things: the matter, the company's registers, the people, the documents and the law. They differ only in what they may propose, and a proposal is all any of them can make.
Drafts resolutions, consents, notices, letters and agreements from the records. Where two wordings are both defensible, it drafts the one it recommends and offers the others for you to pick.
Keeps the company's and the matter's records. It proposes register entries, share changes, directors and officers, deadlines and the matter's dates, and writes no documents.
Reads who has been verified and proposes what is missing: a request to the client for identity documents, or a screening.
Looks up the law and writes a short research note that cites only the sources it retrieved. A legal sentence without a source is taken out.
What's in place. And what is still in pilot.
Four agents on a matter's tasksIn pilot
The Drafter, the Records clerk, the KYC coordinator and the Researcher run on tasks at a pilot firm. Each run works in the background, and you can cancel it or run it again.
A check before anything reaches youIn pilot
The last step of every run is a fixed set of rules, not a second draft. Names, share classes and counts, certificate numbers and dates are compared with the records; a near miss is corrected to the record's spelling, and anything else becomes a question.
Emails stay draftsIn pilot
An agent can write an email for you to read. Approving it marks it reviewed. Agents have no way to send anything.
Every change waits as a proposalIn place
A change to a register or to the matter's records, a request to the client and a screening each wait as a proposal until someone at the firm approves it. Who approved, and when, is recorded. An agent has no way to approve a proposal.
Two people for register entries and screeningsIn place
An administrator approves these, and not the person who proposed them. A firm with a single administrator can approve its own only by typing a reason, which is logged on its own.
A log the firm can checkIn place
Each decision is written to a log kept for the firm, where every entry is chained to the one before it. The chain can be checked, so a change made after the fact shows.
What the firm controls.
Which actions are allowed
An administrator sets each kind of action to Ask or Never. Ask is the default for everything. An agent's proposal of a kind set to Never is refused.
Who approves
Any person at the firm can approve most proposals. Register entries and screenings need an administrator who did not propose them.
Which agent takes a task
The task's words suggest one; whoever starts the run can choose another, stop it, or run it again, as another agent if they like.
What leaves the firm
Nothing the agent does on its own. An agent cannot send an email. A request to a client is a proposal, and it goes only after someone at the firm approves it.
Questions
- Can an agent send an email or file something on its own?
- No. An agent can draft an email, and approving it marks it reviewed; the agent never sends it. A register entry, a request to the client or a screening is a proposal that waits until a person at the firm approves it.
- Does the person who approves have to be a lawyer?
- The firm decides who approves. Any person at the firm can approve most proposals; register entries and screenings need an administrator other than the person who proposed them. Who approved, and when, is recorded either way.
- What does an agent do when it doesn't know something?
- It asks. A fact it cannot find in the records becomes a question, sometimes with a suggested answer and where that answer came from. It does not fill the gap with a guess, and a date or name it cannot match to the records is raised for you to confirm.
- Can we let routine steps go through without a click?
- Not from an agent: every proposal an agent makes waits for a person. In the advisor, an administrator can let a short list of internal steps through, such as adding a to-do or a deadline. Anything that leaves the firm, a register entry and a screening always wait.
- Can we see afterwards what an agent did and who approved it?
- Yes. Each run keeps its outputs and the decision on each one, and every decision is written to the firm's log with who made it and when.
Drafts, research notes and proposals are prepared for review, not conclusions. Nothing on this page or in the product is legal advice; a lawyer reviews before anyone relies on it.
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