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
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21,511 governed library items · counted live from the catalog, not a marketing number
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Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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4,185 results · “Service”
Legal Services: IP Specialist Compliance Checker
Compliance Checker template for IP Specialist teams in Legal Services. Evaluates supplied context against applicable policy and prepares review findings. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Risk Assessment
Risk Assessment template for IP Specialist teams in Legal Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Reconciliation Brief
Reconciliation Brief template for IP Specialist teams in Legal Services. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Exception Review
Exception Review template for IP Specialist teams in Legal Services. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist On-demand Reporting & Insights
On-demand Reporting & Insights template for IP Specialist teams in Legal Services. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Decision Support
Decision Support template for IP Specialist teams in Legal Services. Assesses supplied context and drafts a recommendation for a person to review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Routing Advisor
Routing Advisor template for IP Specialist teams in Legal Services. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Trend Briefing
Trend Briefing template for IP Specialist teams in Legal Services. Summarizes supplied historical data and query results; it does not run a forecasting model. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Onboarding Guide
Onboarding Guide template for IP Specialist teams in Legal Services. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Feedback Summary
Feedback Summary template for IP Specialist teams in Legal Services. Summarizes supplied feedback for review; it does not autonomously score sentiment or monitor conversations. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Research & Discovery
Research & Discovery template for IP Specialist teams in Legal Services. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: IP Specialist Process Guidance
Process Guidance template for IP Specialist teams in Legal Services. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Intake Review & Triage
Intake Review & Triage template for Legal Operations teams in Legal Services. Summarizes supplied request context and assesses urgency; it does not capture or route work. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Document Summarizer
Document Summarizer template for Legal Operations teams in Legal Services. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Q&A Assistant
Q&A Assistant template for Legal Operations teams in Legal Services. Searches approved Cortex knowledge and drafts a grounded response for review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Drafting & Generation
Drafting & Generation template for Legal Operations teams in Legal Services. Drafts correspondence and responses from supplied context for human review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Record Review
Record Review template for Legal Operations teams in Legal Services. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Data Query & Summary
Data Query & Summary template for Legal Operations teams in Legal Services. Runs a governed read query and summarizes the returned records; it does not write source data. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Compliance Checker
Compliance Checker template for Legal Operations teams in Legal Services. Evaluates supplied context against applicable policy and prepares review findings. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Risk Assessment
Risk Assessment template for Legal Operations teams in Legal Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Reconciliation Brief
Reconciliation Brief template for Legal Operations teams in Legal Services. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Exception Review
Exception Review template for Legal Operations teams in Legal Services. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations On-demand Reporting & Insights
On-demand Reporting & Insights template for Legal Operations teams in Legal Services. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Legal Operations Decision Support
Decision Support template for Legal Operations teams in Legal Services. Assesses supplied context and drafts a recommendation for a person to review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
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