- 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
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- Entornos de datos y analítica
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
Check supplied context against policy — Legal Operations, Legal Services
Check supplied context against policy for Legal Operations teams in Legal Services, delivered by the Compliance Checker 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 potential policy issues — Legal Operations, Legal Services
Surface potential policy issues for Legal Operations teams in Legal Services, delivered by the Compliance Checker 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 review items — Legal Operations, Legal Services
Recommend review items for Legal Operations teams in Legal Services, delivered by the Compliance Checker 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 supplied risk context — Legal Operations, Legal Services
Assess supplied risk context for Legal Operations teams in Legal Services, delivered by the Risk Assessment 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.
Explain assessment drivers — Legal Operations, Legal Services
Explain assessment drivers for Legal Operations teams in Legal Services, delivered by the Risk Assessment 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 human review — Legal Operations, Legal Services
Recommend human review for Legal Operations teams in Legal Services, delivered by the Risk Assessment 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.
Query supplied record data — Legal Operations, Legal Services
Query supplied record data for Legal Operations teams in Legal Services, delivered by the Reconciliation Brief 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 potential discrepancies — Legal Operations, Legal Services
Summarize potential discrepancies for Legal Operations teams in Legal Services, delivered by the Reconciliation Brief 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 reconciliation brief — Legal Operations, Legal Services
Prepare a reconciliation brief for Legal Operations teams in Legal Services, delivered by the Reconciliation Brief 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 a supplied exception — Legal Operations, Legal Services
Assess a supplied exception for Legal Operations teams in Legal Services, delivered by the Exception Review 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 the assessment — Legal Operations, Legal Services
Summarize the assessment for Legal Operations teams in Legal Services, delivered by the Exception Review 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 follow-up review — Legal Operations, Legal Services
Recommend follow-up review for Legal Operations teams in Legal Services, delivered by the Exception Review 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.
Run an on-demand read query — Legal Operations, Legal Services
Run an on-demand read query for Legal Operations teams in Legal Services, delivered by the On-demand Reporting & Insights 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 query results — Legal Operations, Legal Services
Summarize query results for Legal Operations teams in Legal Services, delivered by the On-demand Reporting & Insights 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.
Highlight supplied exceptions — Legal Operations, Legal Services
Highlight supplied exceptions for Legal Operations teams in Legal Services, delivered by the On-demand Reporting & Insights 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 supplied context — Legal Operations, Legal Services
Assess supplied context for Legal Operations teams in Legal Services, delivered by the Decision Support 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 recommended response — Legal Operations, Legal Services
Draft a recommended response for Legal Operations teams in Legal Services, delivered by the Decision Support 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 rationale for review — Legal Operations, Legal Services
Prepare rationale for review for Legal Operations teams in Legal Services, delivered by the Decision Support 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 work — Legal Operations, Legal Services
Summarize supplied work for Legal Operations teams in Legal Services, delivered by the Routing Advisor 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 priority and risk — Legal Operations, Legal Services
Assess priority and risk for Legal Operations teams in Legal Services, delivered by the Routing Advisor 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 routing decision — Legal Operations, Legal Services
Recommend a routing decision for Legal Operations teams in Legal Services, delivered by the Routing Advisor 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.
Query supplied historical data — Legal Operations, Legal Services
Query supplied historical data for Legal Operations teams in Legal Services, delivered by the Trend Briefing 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 observed trends — Legal Operations, Legal Services
Summarize observed trends for Legal Operations teams in Legal Services, delivered by the Trend Briefing 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 questions for forecast review — Legal Operations, Legal Services
Prepare questions for forecast review for Legal Operations teams in Legal Services, delivered by the Trend Briefing 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.
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.
Conéctalo a tu stack
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.
¿No encuentras la habilidad que necesitas?
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