- 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
Legal Services: Knowledge Manager Routing Advisor
Routing Advisor for Knowledge Manager teams in Legal Services. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Knowledge Manager Trend Briefing
Trend Briefing for Knowledge Manager teams in Legal Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Legal Services: Knowledge Manager Onboarding Guide
Onboarding Guide for Knowledge Manager teams in Legal Services. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Knowledge Manager Feedback Summary
Working supplied-feedback summary for Knowledge Manager 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: Knowledge Manager Research & Discovery
Research & Discovery for Knowledge Manager teams in Legal Services. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Knowledge Manager Process Guidance
Process Guidance for Knowledge Manager teams in Legal Services. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Intake Review & Triage
Intake Review & Triage for Risk Counsel teams in Legal Services. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Document Summarizer
Working supplied-content summarizer for Risk Counsel teams in Legal Services. Paste the material to summarize when you run it; no external system connection is included or required.
Legal Services: Risk Counsel Q&A Assistant
Q&A Assistant for Risk Counsel teams in Legal Services. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Drafting & Generation
Drafting & Generation for Risk Counsel teams in Legal Services. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Record Review
Record Review for Risk Counsel teams in Legal Services. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Data Query & Summary
Data Query & Summary for Risk Counsel teams in Legal Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Legal Services: Risk Counsel Compliance Checker
Compliance Checker for Risk Counsel teams in Legal Services. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Risk Assessment
Risk Assessment for Risk Counsel teams in Legal Services. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Reconciliation Brief
Reconciliation Brief for Risk Counsel teams in Legal Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Legal Services: Risk Counsel Exception Review
Exception Review for Risk Counsel teams in Legal Services. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel On-demand Reporting & Insights
On-demand Reporting & Insights for Risk Counsel teams in Legal Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Legal Services: Risk Counsel Decision Support
Decision Support for Risk Counsel teams in Legal Services. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Routing Advisor
Routing Advisor for Risk Counsel teams in Legal Services. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Trend Briefing
Trend Briefing for Risk Counsel teams in Legal Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Legal Services: Risk Counsel Onboarding Guide
Onboarding Guide for Risk Counsel teams in Legal Services. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Feedback Summary
Working supplied-feedback summary for Risk Counsel 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: Risk Counsel Research & Discovery
Research & Discovery for Risk Counsel teams in Legal Services. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Legal Services: Risk Counsel Process Guidance
Process Guidance for Risk Counsel teams in Legal Services. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
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?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.