Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
Agent Library
21,500+ skills & agents. Every one governed.
5,814 pre-built agents and 15,654 library skills across 24 industries and 12 roles per industry — installable from the catalog, connected to your systems, and run through the same fail-closed gate chain as everything else on Cortex.
21,511 governed library items · counted live from the catalog, not a marketing number
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648 results · Legal Services · skills
Search approved onboarding knowledge — Billing Coordinator, Legal Services
Search approved onboarding knowledge for Billing Coordinator teams in Legal Services, delivered by the Onboarding Guide pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Billing Coordinator, Legal Services
Draft step-by-step guidance for Billing Coordinator teams in Legal Services, delivered by the Onboarding Guide pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Billing Coordinator, Legal Services
Prepare a review checklist for Billing Coordinator teams in Legal Services, delivered by the Onboarding Guide pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Billing Coordinator, Legal Services
Summarize supplied feedback for Billing Coordinator teams in Legal Services, delivered by the Feedback Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Billing Coordinator, Legal Services
Surface recurring points for Billing Coordinator teams in Legal Services, delivered by the Feedback Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Billing Coordinator, Legal Services
Prepare follow-up questions for Billing Coordinator teams in Legal Services, delivered by the Feedback Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Billing Coordinator, Legal Services
Search approved knowledge for Billing Coordinator teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Billing Coordinator, Legal Services
Summarize supplied findings for Billing Coordinator teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Billing Coordinator, Legal Services
Draft a research brief for Billing Coordinator teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Billing Coordinator, Legal Services
Search approved process knowledge for Billing Coordinator teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Billing Coordinator, Legal Services
Summarize supplied process context for Billing Coordinator teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Billing Coordinator, Legal Services
Draft next-step guidance for Billing Coordinator teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Knowledge Manager, Legal Services
Summarize supplied request context for Knowledge Manager teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Knowledge Manager, Legal Services
Assess urgency and risk for Knowledge Manager teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Knowledge Manager, Legal Services
Recommend a review priority for Knowledge Manager teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Knowledge Manager, Legal Services
Condense supplied content for Knowledge Manager teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Knowledge Manager, Legal Services
Surface key points for Knowledge Manager teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Knowledge Manager, Legal Services
Produce a concise brief for Knowledge Manager teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Knowledge Manager, Legal Services
Search approved knowledge for Knowledge Manager teams in Legal Services, delivered by the Q&A Assistant pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Knowledge Manager, Legal Services
Draft a grounded response for Knowledge Manager teams in Legal Services, delivered by the Q&A Assistant pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Knowledge Manager, Legal Services
Prepare a review-ready answer for Knowledge Manager teams in Legal Services, delivered by the Q&A Assistant pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Knowledge Manager, Legal Services
Draft from supplied context for Knowledge Manager teams in Legal Services, delivered by the Drafting & Generation pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Knowledge Manager, Legal Services
Follow configured behavior guidance for Knowledge Manager teams in Legal Services, delivered by the Drafting & Generation pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Knowledge Manager, Legal Services
Prepare copy for revision for Knowledge Manager teams in Legal Services, delivered by the Drafting & Generation pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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