Run agents?
Control agents.

Agentic use cases

• Review onboarding documentsChecks identity and entity documents against your CDD requirements, runs sanctions screening and writes the KYC summary. An analyst approves.
• Answer client requestsReads the client's accounts and open cases and drafts the reply to a servicing request. It never moves money or changes an account.
• Draft SAR narrativesPulls the alert history and transactions for a case and drafts the SAR narrative. An investigator edits it and files.

Agentic use cases

• Assemble prior authorizationsPulls the notes, orders and imaging a payer asks for into one authorization packet. A clinician reviews it and submits.
• Draft visit notesDrafts a visit note from the encounter and the chart, in the department's template. The clinician edits it and signs it.
• Verify eligibility before the visitChecks coverage for the next day's appointments overnight. Anything that needs a call before the visit goes to the patient access channel.

Agentic use cases

• Check new matters for conflictsSearches Intapp and past matters in iManage for parties that conflict with a proposed engagement. It reports. It never clears a conflict.
• Extract clauses from contractsPulls parties, dates, renewal and change-of-control terms from the contracts in a matter workspace. Only in matters the requester is staffed on.
• Draft redlines against the playbookMarks up a counterparty draft against your playbook and saves it as a new version. Counsel reviews it and sends it.

Agentic use cases

• Triage new claimsReads each first notice of loss, sets severity and line of business, and routes it to the right adjuster queue. It flags. It never settles.
• Summarize claim filesSummarizes medical records, police reports and correspondence in a claim file for the assigned adjuster. Only claims that adjuster handles.
• Screen claims for fraud signalsChecks each open claim against prior claims history and flags patterns for the special investigations unit. It never denies a claim.

Agentic use cases

• Answer order questionsLooks up orders, shipments and returns so an associate can answer a customer fast. It reads. Refunds stay with the associate.
• Plan replenishmentForecasts demand by store and drafts purchase orders against par levels. Buyers review them and send them.
• Write product copyWrites product titles and descriptions from supplier data, in your voice, and saves them as drafts. Merchandisers publish.

Agentic use cases

• Triage engineering escalationsReads an escalated ticket and the code it points to, drafts a diagnosis and sets priority. Fixes stay with the engineer.
• Summarize incidentsFollows an incident's timeline and recent deploys, drafts status updates and a first postmortem. It never acknowledges, pages or resolves.
• Draft release notesReads the pull requests merged since the last release and drafts customer-facing notes. The release stays a draft until an engineer publishes it.

Agentic use cases

• Draft proposalsReads an RFP and drafts a response from the firm's reuse library. Client names in past work are stripped before the model sees them.
• Match staff to engagementsMatches skills and availability to a new engagement's roles and proposes a team. Resource managers make the assignments.
• Report engagement statusReads the project plan and engagement files and drafts the weekly status report. It sees only engagements its consultant is on.