CUSTOM AI AGENTS · Legal & compliance operations
Audit evidence organizeras part of your team.
Map evidence. Flag missing items. Version supporting documents.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Agents support document intake, comparison and tracking. They retain references to originals so specialists can check the context.
- 01
Map evidence
Associates checklist controls with documents that could support them.
- 02
Flag missing items
Separates available evidence from missing documents or material awaiting review.
- 03
Version supporting documents
Retains dates and versions so the auditor can locate suitable material.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
An industrial company prepares documentation for its auditor.
Illustrative scenario, not a customer case study or measured results.
GmailExampleCapture the brief and its conditions.
Google DriveExampleIt links authorized references without submitting documents to new recipients.
PR-204
| Field | Status |
|---|---|
| Reception | 9 October |
| Related file | EXP-204 |
| Access | Existing permissions preserved |
| Resolution | Awaiting the person in charge |
Google DriveExampleRecord the work prepared and the checks still needed.
Review the privacy request
Privacy Officer
- ✓Request recorded
- ○Validate authorized scope and documentation
- ○To prepare a response by the person responsible
GmailExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Audit checklist, controls and available evidence. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Evidence folder and coverage map. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Legal interpretation, signing and legal decisions belong to authorized professionals.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
INDUSTRY APPLICATIONS
Where it could fit.
RELATED AGENTS
A team that works together.
Contract intake & routing
Contract file prepared for review.
See tasks and example ↗Legal & compliance operationsClause extractor
Clause table linked to source documents.
See tasks and example ↗Legal & compliance operationsContract comparison
Versioned comparison without automatic legal approval.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.