- Revenus de retraite et stratégie de décaissement
- Fiscalité : Roth/RRSP, récolte de pertes, évolutions réglementaires
- Succession, assurance et planification transfrontalière
- Outils du conseiller : préparation des rendez-vous, pré-contrôle de conformité
21 500+ compétences et agents. Tous gouvernés.
5,814 agents prêts à l'emploi et 15,654 compétences de bibliothèque couvrant 24 secteurs et 12 métiers par secteur — installables depuis le catalogue, connectés à vos systèmes et exécutés à travers la même chaîne de contrôles en échec fermé que tout le reste sur Cortex.
21,511 modèles de bibliothèque dans la matrice du catalogue
Partez d'une collection sélectionnée.
Des suites conçues à la main pour les tâches que les entreprises automatisent en premier — chaque collection est livrée gouvernée, politiques et audit inclus.
- Service, ventes et customer success
- Service desk IT, RH et finance ops
- Réception juridique, achats et opérations terrain
- Risque et conformité
- Tri de la boîte de réception et rédaction d'e-mails
- Préparation de réunions, notes et suivi
- Planification intelligente et briefing quotidien
- Orchestration d'assistant de direction
- Sinistres intelligents, actuariat et AML
- Audit, GRC et reporting ESG
- ITAM / ITSM et opérations de sécurité
- Ateliers data et analytics
Trouvez la compétence dont votre équipe a besoin.
Recherchez parmi 21,500+ compétences et agents gouvernés, ou filtrez par secteur et par type : chaque résultat s'installe depuis le catalogue et franchit les mêmes points de contrôle.
864 résultats · Legal Services
Search approved onboarding knowledge — Billing Coordinator, Legal Services
Search approved onboarding knowledge for Billing Coordinator 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 — Billing Coordinator, Legal Services
Draft step-by-step guidance for Billing Coordinator 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 — Billing Coordinator, Legal Services
Prepare a review checklist for Billing Coordinator 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 — Billing Coordinator, Legal Services
Summarize supplied feedback for Billing Coordinator 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 — Billing Coordinator, Legal Services
Surface recurring points for Billing Coordinator 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 — Billing Coordinator, Legal Services
Prepare follow-up questions for Billing Coordinator 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 — Billing Coordinator, Legal Services
Search approved knowledge for Billing Coordinator 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 — Billing Coordinator, Legal Services
Summarize supplied findings for Billing Coordinator 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 — Billing Coordinator, Legal Services
Draft a research brief for Billing Coordinator 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 — Billing Coordinator, Legal Services
Search approved process knowledge for Billing Coordinator 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 — Billing Coordinator, Legal Services
Summarize supplied process context for Billing Coordinator 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 — Billing Coordinator, Legal Services
Draft next-step guidance for Billing Coordinator 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 — Knowledge Manager, Legal Services
Summarize supplied request context for Knowledge Manager 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 — Knowledge Manager, Legal Services
Assess urgency and risk for Knowledge Manager 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 — Knowledge Manager, Legal Services
Recommend a review priority for Knowledge Manager 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 — Knowledge Manager, Legal Services
Condense supplied content for Knowledge Manager 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 — Knowledge Manager, Legal Services
Surface key points for Knowledge Manager 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 — Knowledge Manager, Legal Services
Produce a concise brief for Knowledge Manager 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 — Knowledge Manager, Legal Services
Search approved knowledge for Knowledge Manager 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 — Knowledge Manager, Legal Services
Draft a grounded response for Knowledge Manager 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 — Knowledge Manager, Legal Services
Prepare a review-ready answer for Knowledge Manager 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 — Knowledge Manager, Legal Services
Draft from supplied context for Knowledge Manager 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 — Knowledge Manager, Legal Services
Follow configured behavior guidance for Knowledge Manager 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 — Knowledge Manager, Legal Services
Prepare copy for revision for Knowledge Manager 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.
L'installation est la partie facile. La gouvernance vient avec.
Les agents de la bibliothèque ne sont pas des scripts — ce sont des identités gouvernées. En installer un l'enregistre avec un propriétaire, un budget, des modèles et des actions autorisés, et une place dans le registre d'audit.
Choisissez dans le catalogue
Filtrez par secteur et par rôle ; chaque élément indique les systèmes auxquels il se connecte et les compétences qu'il invoque.
Reliez-le à votre stack
Connecteurs, serveurs MCP et imports OpenAPI — cadrés par des listes d'autorisation et le DLP au niveau de la passerelle.
Chaque exécution passe les verrous
Identité, budget, garde-fous, registre, Control Tower, exécution, garde-fou de sortie — puis un reçu signé dans le Trust Ledger. Sur toutes les formules.
Vous ne trouvez pas la compétence qu'il vous faut ?
Le générateur visuel de compétences livre de nouvelles compétences sans code — ou dites-nous ce qui manque et nous vous orienterons vers le modèle gouverné le plus proche.