Prior work search
The firm's past work found and summarized
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Searches the knowledge base with the case's keywords and industry
Finds the past engagements, frameworks and experts relevant to a new case from the firm's document stores
Summarizes the matches with their permissions checked
Summarizes what each engagement did, what worked and who to call
Delivers the list with the contacts
Respects the client confidentiality walls so a team never sees a competitor's work
Works in
Box, SharePoint, MS Teams
Box, SharePoint, MS TeamsWhat it does
- Finds the past engagements, frameworks and experts relevant to a new case from the firm's document stores
- Summarizes what each engagement did, what worked and who to call
- Respects the client confidentiality walls so a team never sees a competitor's work
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.