AI agents for professional services firms
Give your consultants agents that stay inside each engagement
Three agents for proposals, staffing and engagement status. The ones consultants call act as that consultant and see only the engagements they're on. Client names stay out of reused work, and every call lands in one audit record.
Governing Professional services Agents
Any tool, any model, any use case
Our example demonstrates three agents for your client delivery work, pulled from our template library. Our team can work with yours to build, govern, and operate your agents as you deliver on your IT strategy.
Examples for Professional services & systems integrators
More from the library · Professional services
Also in the library
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
Model
Runs
Limits
Tuned for your team
- Your proposal templates and win themes
- Service lines mapped to their approved case studies
Applying Controls to Agents
Enforce engagement walls on every agent call
Dome sits between the agents and your systems. Every call is checked against rules your team writes before it reaches SharePoint, Kantata or a model.
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
Comprehensive Audit
Show a client every file an agent opened for them
One record for every call: the agent, the consultant it acted for, the system, and the decision. Enable investigations, increase confidence and reduce risk in agentic operations.
- status-reporter08:02:11
| Timestamp | Type | Agent | Acting as | Resource | Outcome | Latency |
|---|---|---|---|---|---|---|
| 08:02:11.504 | ||||||
Regulation
Keep every client's information inside its engagement
Delivery agents read client files, proposals and staffing data. These are the obligations that reach them, and what the controls above give you for each.
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.
FAQ
Common questions
How do you keep client data separate when consultants use AI agents?
Scope the agent to the person. On Dome, the agent acts as the consultant who asked, and a rule refuses reads from any engagement that consultant isn't staffed on.
Can AI agents reuse past proposals without leaking client names?
Yes, if a guard sits between the agent and the library. The guard strips client names and figures from prior work before a model sees it.
Can an AI agent assign consultants to projects?
Only if a rule allows it. Most firms let the agent propose staffing and keep assignments with resource managers.
How do you show a client which agents touched their data?
Route agent calls through a Dome gateway. Every call lands in one record with the agent, the consultant, the engagement and the decision.
How are consulting firms using AI agents?
Proposal drafting, staffing matches and weekly status reports are common first agents. Each drafts or proposes, and consultants keep sending and assigning.
Forward deployed engineering
Spend 30 minutes with our FDE team to understand the platform, and how it fits to your needs.
Our FDE team can get your first agent under management and work with your platform team to deliver results for your AI program.
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.
Explore
Other industries
AI agents for financial services
KYC reviews, client servicing and SAR narratives. Approvals, money movement and filings stay with your people.
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.
Answers to
- GLBA Safeguards Rule
- BSA/AML and the FinCEN CDD Rule
- NYDFS Part 500
- Regulation E (EFTA)
- CFPB UDAAP
- Interagency third-party risk guidance
- ECOA and Regulation B
- FCRA
- SR 11-7 model risk management
- PCI DSS v4.0.1
- Regulation E (EFTA) error resolution
- BSA/AML and OFAC sanctions screening
- SEC Regulation S-P (2024 amendments)
- SEC Marketing Rule and FINRA Rule 2210
- Books and records (Rule 204-2 and Rule 17a-4)
- FINRA Rule 3110 and Regulatory Notice 24-09
- SEC Rule 17a-4 recordkeeping
- Exchange Act Section 15(g) information barriers
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.
Agentic use cases
- Answer player questionsLooks 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 signalsReviews players flagged for risky play and drafts case notes for the responsible gaming team. It never changes a limit.
- Configure bonusesSets up deposit matches and free bets from a campaign brief, up to the cap you set. Self-excluded players are never targeted.
Answers to
- State gaming regulations
- Bank Secrecy Act (FinCEN casino rules)
- Age, identity and location checks
AI agents in healthcare
Prior authorizations, visit notes and eligibility checks. Agents read only the charts their clinician can read.
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.
Answers to
- HIPAA minimum necessary
- Business associate agreements
- HIPAA Security Rule audit controls
- CMS prior authorization rule (CMS-0057-F)
AI agents for insurance claims
Claim intake, file summaries and fraud screening. Agents read only the claims assigned to their adjuster.
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.
Answers to
- NAIC Model Bulletin on AI Systems
- Unfair claims settlement practices laws
- Insurance data security laws
AI agents for law firms
Conflicts checks, clause extraction and redlines. Every agent acts as the lawyer who asked.
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.
Answers to
- ABA Formal Opinion 512
- Privilege after United States v. Heppner
- Ethical walls (Model Rules 1.7, 1.9, 1.10)
AI agents for retail
Order lookups, replenishment and product copy. Refunds, orders and publishing stay with your people.
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.
Answers to
- PCI DSS v4.0.1
- State privacy laws (CCPA/CPRA)
- SOX internal controls
- FTC Act, Section 5
- Antitrust and algorithmic pricing
- Predictive scheduling laws
- Routing guides and carrier contracts
AI agents for software companies
Escalation triage, incident summaries and release notes. Agents read code and incidents. Shipping stays with engineers.
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.
Answers to
- SOC 2
- ISO/IEC 42001
- EU AI Act
- State privacy laws (CCPA/CPRA)
Enabling agent operations
Governance at the agent‑action boundary.
However an agent was built and wherever it runs, the same three boundaries are available to control it: the code it ships as, the tools it calls, and the model it reasons through.
Code
Agent Registry
Make every agent known and manageable. Credentials issued, capabilities declared, lifecycle owned.
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Tool
MCP Gateway
Evaluate every call against policy with full context. Allow, deny, or escalate. Filter what comes back.
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Model
Model Broker
Constrain how the agent reasons. Selection by policy, routing across providers, evals against real traffic.
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