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- 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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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 · “Service”
Summarize a supplied record — Knowledge Manager, Legal Services
Summarize a supplied record for Knowledge Manager teams in Legal Services, delivered by the Record 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.
Assess possible risk — Knowledge Manager, Legal Services
Assess possible risk for Knowledge Manager teams in Legal Services, delivered by the Record 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.
Flag items for human review — Knowledge Manager, Legal Services
Flag items for human review for Knowledge Manager teams in Legal Services, delivered by the Record 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 a parameterized read query — Knowledge Manager, Legal Services
Run a parameterized read query for Knowledge Manager teams in Legal Services, delivered by the Data Query & 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.
Summarize returned records — Knowledge Manager, Legal Services
Summarize returned records for Knowledge Manager teams in Legal Services, delivered by the Data Query & 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 a result-set overview — Knowledge Manager, Legal Services
Prepare a result-set overview for Knowledge Manager teams in Legal Services, delivered by the Data Query & 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.
Check supplied context against policy — Knowledge Manager, Legal Services
Check supplied context against policy for Knowledge Manager 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 — Knowledge Manager, Legal Services
Surface potential policy issues for Knowledge Manager 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 — Knowledge Manager, Legal Services
Recommend review items for Knowledge Manager 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 — Knowledge Manager, Legal Services
Assess supplied risk context for Knowledge Manager 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 — Knowledge Manager, Legal Services
Explain assessment drivers for Knowledge Manager 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 — Knowledge Manager, Legal Services
Recommend human review for Knowledge Manager 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 — Knowledge Manager, Legal Services
Query supplied record data for Knowledge Manager 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 — Knowledge Manager, Legal Services
Summarize potential discrepancies for Knowledge Manager 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 — Knowledge Manager, Legal Services
Prepare a reconciliation brief for Knowledge Manager 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 — Knowledge Manager, Legal Services
Assess a supplied exception for Knowledge Manager 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 — Knowledge Manager, Legal Services
Summarize the assessment for Knowledge Manager 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 — Knowledge Manager, Legal Services
Recommend follow-up review for Knowledge Manager 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 — Knowledge Manager, Legal Services
Run an on-demand read query for Knowledge Manager 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 — Knowledge Manager, Legal Services
Summarize query results for Knowledge Manager 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 — Knowledge Manager, Legal Services
Highlight supplied exceptions for Knowledge Manager 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 — Knowledge Manager, Legal Services
Assess supplied context for Knowledge Manager 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 — Knowledge Manager, Legal Services
Draft a recommended response for Knowledge Manager 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 — Knowledge Manager, Legal Services
Prepare rationale for review for Knowledge Manager 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.
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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