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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.
648 resultados · Legal Services · Habilidades
Search approved onboarding knowledge — Paralegal, Legal Services
Search approved onboarding knowledge for Paralegal 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 — Paralegal, Legal Services
Draft step-by-step guidance for Paralegal 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 — Paralegal, Legal Services
Prepare a review checklist for Paralegal 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 — Paralegal, Legal Services
Summarize supplied feedback for Paralegal 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 — Paralegal, Legal Services
Surface recurring points for Paralegal 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 — Paralegal, Legal Services
Prepare follow-up questions for Paralegal 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 — Paralegal, Legal Services
Search approved knowledge for Paralegal 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 — Paralegal, Legal Services
Summarize supplied findings for Paralegal 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 — Paralegal, Legal Services
Draft a research brief for Paralegal 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 — Paralegal, Legal Services
Search approved process knowledge for Paralegal 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 — Paralegal, Legal Services
Summarize supplied process context for Paralegal 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 — Paralegal, Legal Services
Draft next-step guidance for Paralegal 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 — Compliance Counsel, Legal Services
Summarize supplied request context for Compliance Counsel 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 — Compliance Counsel, Legal Services
Assess urgency and risk for Compliance Counsel 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 — Compliance Counsel, Legal Services
Recommend a review priority for Compliance Counsel 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 — Compliance Counsel, Legal Services
Condense supplied content for Compliance Counsel 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 — Compliance Counsel, Legal Services
Surface key points for Compliance Counsel 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 — Compliance Counsel, Legal Services
Produce a concise brief for Compliance Counsel 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 — Compliance Counsel, Legal Services
Search approved knowledge for Compliance Counsel 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 — Compliance Counsel, Legal Services
Draft a grounded response for Compliance Counsel 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 — Compliance Counsel, Legal Services
Prepare a review-ready answer for Compliance Counsel 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 — Compliance Counsel, Legal Services
Draft from supplied context for Compliance Counsel 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 — Compliance Counsel, Legal Services
Follow configured behavior guidance for Compliance Counsel 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 — Compliance Counsel, Legal Services
Prepare copy for revision for Compliance Counsel 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.
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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