Industry · Professional services

Governed assistants for document work and internal operations.

Agents summarize and flag documents in scope, run self-serve IT and helpdesk actions under approval, and stitch a single view across multiple systems — all boundary-enforced and audited.

How the governed layer helps

Control is the default here.

In a matter or document system, an associate asks to summarize a contract and flag non-standard clauses; the agent reads only this document, drafts a clause-risk summary with a provenance line, and gates any status change behind an approval.

Internal IT and helpdesk work runs the same way: read-only account checks are automatic, privileged actions like an access reset are approval-gated, and a fallback ticket is created only on failure.

For tenants that have registered multiple host apps, a coordinator routes to specialist agents that each read their own app through its own adapter — re-validating governance on every handoff — and unifies the result into one table without a data warehouse.

Every action an agent takes here runs through the same gate: least-privilege permissions, policy and an audit trail, with the sensitive steps held for human approval. The controls behind it are set out on the security and data-handling page.

Example agents & workflows

What it looks like in practice.

Illustrative examples of what a host would configure — tool ids and risk levels are the host’s to define. The primitives underneath are built and tested.

Example

Contract & document review

A clause-flag detail card with a provenance line naming the source document; boundary enforcement keeps other matters out of scope.

Example

Internal IT / helpdesk

The access reset stops at an approval; a ticket is auto-created only on failure and returned as a save-output card.

Example

Cross-system operations report

A single table stitched from CRM, ticketing, and finance — each read through its own governed adapter, with per-app permissions preserved.

See governed AI for Professional services & internal ops.

Book a demo and we’ll tailor the walkthrough to your sector — the governance model, the two-seam integration, and an example close to your systems.