AI agents for professional services firms
Any tool, any model,any use case.
Draft proposals
Reads an RFP and drafts a response from the firm's reuse library. Client names in past work are stripped before the model sees them.
- Tools
- SalesforceSharePoint
- Model
- Claude Opus 5.5or any approved provider
- Runs
- From an opportunity in Salesforce
- Limits
- Acts as the consultantReuse library onlyClient names redacted
Tuned for your team
- Your proposal templates and win themes
- Service lines mapped to their approved case studies
Enforce engagement wallson every agent call.
Engagement
- Agentstatus-reporter is registered and active
- Callera.pennington verified through Entra ID
- Toollist_files is granted on delivery-tools
- Rulea.pennington is staffed on ENG-2041
Show a client every filean agent opened for them.
| Timestamp | Type | Agent | Acting as | Resource | Outcome | Latency |
|---|---|---|---|---|---|---|
Keep every client's informationinside its engagement.
| Regulation | What it asks | What Dome gives you |
|---|---|---|
Client confidentiality terms | What it asks Engagement letters and NDAs limit client information to the people and purpose of that engagement. | What Dome gives you A rule checks every file read against the engagements the consultant is staffed on. Anything outside them is refused and recorded. |
AICPA Confidential Client Information Rule | What it asks Accounting firms may not disclose confidential client information without the client's consent. | What Dome gives you Reused proposals and deliverables pass a guard that strips client names and figures before a model sees them. |
SOC 2 | What it asks Clients expect evidence that access to their data is authorized and reviewed over the audit period. | What Dome gives you Each agent has its own credential and acts for a named consultant. The audit record shows every engagement it touched, and for whom. |
GDPR and state privacy laws | What it asks Client personal data is processed only on the client's instructions and for the engagement it was shared for. | What Dome gives you Personal details are redacted before any model call, and agents reach only approved models. |
Common questionsabout agents in professional services.
Spend 30 minuteswith our FDE team.
Key topics to discuss:
- Review your AI plans, progress to date, and timeline for agentic projects in production.
- Planning a specific agent, or agentic app, to bring under governance.
- Learning more about our platform capabilities, from gateways to routing.
- Defining agentic operations as repeatable golden pathways for Platform and AppDev teams.
Other industriesDome works in.
AI agents for financial services
KYC reviews, client servicing and SAR narratives. Approvals, money movement and filings stay with your people.
Review onboarding documents
Checks identity and entity documents against your CDD requirements, runs sanctions screening and writes the KYC summary. An analyst approves.
Answer client requests
Reads 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 narratives
Pulls the alert history and transactions for a case and drafts the SAR narrative. An investigator edits it and files.
Answers to
AI agents for gaming and sports betting
Player support, responsible gaming review and bonus setup. Self-exclusions and limits stay out of an agent's reach.
Answer player questions
Looks up a player's account, bets and withdrawal status so a specialist can answer fast. It reads. Balances and limits stay with people.
Review responsible gaming signals
Reviews players flagged for risky play and drafts case notes for the responsible gaming team. It never changes a limit.
Configure bonuses
Sets up deposit matches and free bets from a campaign brief, up to the cap you set. Self-excluded players are never targeted.
Answers to
AI agents in healthcare
Prior authorizations, visit notes and eligibility checks. Agents read only the charts their clinician can read.
Assemble prior authorizations
Pulls the notes, orders and imaging a payer asks for into one authorization packet. A clinician reviews it and submits.
Draft visit notes
Drafts 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 visit
Checks coverage for the next day's appointments overnight. Anything that needs a call before the visit goes to the patient access channel.
Answers to
AI agents for insurance claims
Claim intake, file summaries and fraud screening. Agents read only the claims assigned to their adjuster.
Triage new claims
Reads 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 files
Summarizes medical records, police reports and correspondence in a claim file for the assigned adjuster. Only claims that adjuster handles.
Screen claims for fraud signals
Checks each open claim against prior claims history and flags patterns for the special investigations unit. It never denies a claim.
Answers to
AI agents for law firms
Conflicts checks, clause extraction and redlines. Every agent acts as the lawyer who asked.
Check new matters for conflicts
Searches Intapp and past matters in iManage for parties that conflict with a proposed engagement. It reports. It never clears a conflict.
Extract clauses from contracts
Pulls 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 playbook
Marks up a counterparty draft against your playbook and saves it as a new version. Counsel reviews it and sends it.
Answers to
AI agents for retail
Order lookups, replenishment and product copy. Refunds, orders and publishing stay with your people.
Answer order questions
Looks up orders, shipments and returns so an associate can answer a customer fast. It reads. Refunds stay with the associate.
Plan replenishment
Forecasts demand by store and drafts purchase orders against par levels. Buyers review them and send them.
Write product copy
Writes product titles and descriptions from supplier data, in your voice, and saves them as drafts. Merchandisers publish.
Answers to
AI agents for software companies
Escalation triage, incident summaries and release notes. Agents read code and incidents. Shipping stays with engineers.
Triage engineering escalations
Reads an escalated ticket and the code it points to, drafts a diagnosis and sets priority. Fixes stay with the engineer.
Summarize incidents
Follows an incident's timeline and recent deploys, drafts status updates and a first postmortem. It never acknowledges, pages or resolves.
Draft release notes
Reads the pull requests merged since the last release and drafts customer-facing notes. The release stays a draft until an engineer publishes it.