- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
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- Atención, ventas y customer success
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Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
864 resultados · Legal Services
Legal Services: Contract Attorney Intake Review & Triage
Intake Review & Triage template for Contract Attorney teams in Legal Services. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Document Summarizer
Working supplied-content summarizer for Contract Attorney teams in Legal Services. Paste the material to summarize when you run it; no external system connection is included or required.
Legal Services: Contract Attorney Q&A Assistant
Q&A Assistant template for Contract Attorney teams in Legal Services. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Drafting & Generation
Drafting & Generation template for Contract Attorney teams in Legal Services. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Record Review
Record Review template for Contract Attorney teams in Legal Services. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Data Query & Summary
Data Query & Summary template for Contract Attorney teams in Legal Services. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Compliance Checker
Compliance Checker template for Contract Attorney teams in Legal Services. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Risk Assessment
Risk Assessment template for Contract Attorney teams in Legal Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Reconciliation Brief
Reconciliation Brief template for Contract Attorney teams in Legal Services. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Exception Review
Exception Review template for Contract Attorney teams in Legal Services. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney On-demand Reporting & Insights
On-demand Reporting & Insights template for Contract Attorney teams in Legal Services. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Decision Support
Decision Support template for Contract Attorney teams in Legal Services. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Routing Advisor
Routing Advisor template for Contract Attorney teams in Legal Services. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Trend Briefing
Trend Briefing template for Contract Attorney teams in Legal Services. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Onboarding Guide
Onboarding Guide template for Contract Attorney teams in Legal Services. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Feedback Summary
Working supplied-feedback summary for Contract Attorney teams in Legal Services. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Legal Services: Contract Attorney Research & Discovery
Research & Discovery template for Contract Attorney teams in Legal Services. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Process Guidance
Process Guidance template for Contract Attorney teams in Legal Services. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Paralegal Intake Review & Triage
Intake Review & Triage template for Paralegal teams in Legal Services. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Paralegal Document Summarizer
Working supplied-content summarizer for Paralegal teams in Legal Services. Paste the material to summarize when you run it; no external system connection is included or required.
Legal Services: Paralegal Q&A Assistant
Q&A Assistant template for Paralegal teams in Legal Services. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Paralegal Drafting & Generation
Drafting & Generation template for Paralegal teams in Legal Services. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Paralegal Record Review
Record Review template for Paralegal teams in Legal Services. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Paralegal Data Query & Summary
Data Query & Summary template for Paralegal teams in Legal Services. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
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Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
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