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Agentic workflows for professional services, from intake to final draft.

Agents review contracts against your playbook, assemble research briefs and draft client reports from your own documents. Your professionals review and sign before anything reaches a client.

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01 / Workflows

What the agents run.

Example workflows, described step by step. Each starts from a real trigger, works through your systems and waits for a person wherever a decision matters.

  • 01

    Contract and document review

    Trigger
    A client contract is uploaded.
    What the agent does
    1. Extract clauses and key terms
    2. Compare them with your playbook positions
    3. Draft redlines with the reasoning
    4. Send them to the partner for sign-off
    Outcome
    Reviewers start from redlines tied to your own playbook.
    • dms.upload
    • docs.parse
    • kb.search
    • email.send

  • 02

    Research briefs

    Trigger
    Someone requests a brief on a client or topic.
    What the agent does
    1. Search internal files and approved sources
    2. Summarise the findings with citations
    3. Draft the brief in your house format
    Outcome
    Briefs arrive cited and formatted, ready for a senior review.
    • drive.search
    • web.fetch
    • docs.create

  • 03

    Client status reports

    Trigger
    The weekly reporting cycle starts.
    What the agent does
    1. Pull hours, milestones and open items
    2. Summarise progress and risks per client
    3. Draft the report in each client's template
    4. Queue it for the account lead to approve
    Outcome
    Account leads edit a finished draft instead of assembling one by hand.
    • crm.accounts
    • pm.tasks
    • timesheets.read
    • email.draft

  • 04

    Meeting to action items

    Trigger
    A client meeting ends.
    What the agent does
    1. Read the transcript and shared notes
    2. Extract decisions, owners and dates
    3. Create tasks in your project tool
    4. Draft the follow-up email
    Outcome
    Every meeting ends with owners, dates and a follow-up ready to send.
    • meet.transcript
    • pm.create_task
    • email.draft

02 / Live workflow

See one run, step by step.

Every tool call and decision appears as it happens. When the agent needs sign-off, you're the approver. Switch industries to compare.

Review returned · 4m 05s

Contract review

Example run · DOC-1187

  1. Contract uploadeddms.upload
  2. Extract clausesdocs.parse
  3. Check playbookkb.search
  4. Draft redlinesreview-agent
  5. Partner sign-offapprovals
  6. Return to clientemail.send
  1. Master services agreement from Halcyon Retail · 38 pages
  2. Extracted 41 clauses38 pages · 4.0s
  3. Compared to the firm's playbook3 deviations
  4. review-agent

    Redlines drafted for liability cap, termination notice and IP assignment, each with the playbook reason.

  5. review-agent, agentwants to send redlines to the client

    • DOC-1187 · Halcyon Retail MSA3 redlines
    “Client-facing redlines need a partner's review.”

    Nothing happens until Meera approves.

    Requested

    Approved

  6. Redlined copy and summary sent to the client

03 / Your team

What changes for your team.

The people stay in charge of the decisions. The agents take the reading, matching and drafting.

  1. Senior time goes to judgment

    Agents do the first read and the first draft. Partners and seniors review, decide and sign.

  2. Your playbook is applied every time

    Reviews follow your positions and house format, not each reviewer's memory of them.

  3. Clients hear from you sooner

    Reports and follow-ups are drafted as the work happens, not rebuilt at the end of the week.

04 / Systems

Inside the tools you already run.

Agents act through your existing systems with their own scoped credentials. Nothing to migrate.

  • Google Workspace
  • Outlook
  • Microsoft Teams
  • SharePoint
  • Salesforce
  • HubSpot
  • Docusign
  • Notion

Plus anything with an API, a database or a shared drive. Logos belong to their owners.

Questions, answered.

Something else? Ask us directly.

Other industries

All industries

Bring one workflow. We'll show you the agent.

A 30-minute call. Bring the process that eats your team's week, and we'll walk through how an agent would run it.

Book a demoor email founders@vegastack.com