We design and run AI agents that carry a workflow from start to finish across the systems your firm already uses, with guardrails on what they can touch, people approving what matters, and a record of every action.
That is orchestration: coordinating the people, systems, and approvals in a process, not just automating single tasks.
A new hire touches six systems before day one. A capital call moves through email, a portal, accounting, and the bank. Every handoff is someone copying, checking, and chasing, and every handoff is a place where things get missed.
Agents can now carry that work end to end, reading documents, making routine judgments, and acting across systems. That is a real change from the brittle scripts of the past.
It also means an agent can do real damage if it is given too much access or too little oversight. In regulated firms, how an agent is governed matters as much as what it can do.
Every step in a workflow gets its own level, set by risk. Most firms start low and move up as trust is earned.
The agent recommends; a person does the work.
The agent prepares the work; a person edits and sends it.
The agent does the work once a named person approves.
The agent acts within set limits and reports what it did.
Every level runs under GovernanceLift™: a dedicated agent identity with the least access it needs, approval points, spending and volume limits, a full audit log, and a switch to stop the agent immediately.
Select a phase to see what we do and what you walk away with.
We map candidate workflows with the people who do them, measure volume, time, and error rates, and choose one with clear value and manageable risk.
We map each step, set its autonomy level, define approval points and limits, and design the agent's identity and permissions with your IT and compliance teams.
We build the agent and its connections, test it on real cases, then run it in shadow mode alongside your team before it takes on live work.
We monitor accuracy and exceptions, adjust autonomy as trust grows, and can run your agents as a managed service while you add new workflows.
Every step, its autonomy level, and who approves what.
Built, tested on real cases, and running in your environment.
Least-privilege access, documented and reviewed by IT.
A record of every action, plus what to do when something goes wrong.
Time saved, error rates, and exceptions, measured against the baseline.
Agents carrying work across your systems.
You are hereOur principals have designed agent workflows connecting HR, identity, email, collaboration, and intranet systems as a law firm technology executive, not just in a lab.
Agent identities, approval points, limits, and audit trails are part of the design from the first step, under GovernanceLift™.
An agent is a new user with access. We treat it like one, with least privilege, monitoring, and a way to switch it off.
We can operate your agents as a managed service, or train your team to run them. Either way, you own them.
A working day with your process owners to map candidate workflows, size the value, and pick a first one to automate.
Book a workshopOne workflow designed, built, piloted in shadow mode, and live with approvals, measured against your baseline.
Discuss a pilotWe monitor, maintain, and improve your agents, report monthly, and add new workflows as you're ready.
Discuss managed agentsHave a question that isn't here? Call us at 347 674-1471.
Tell us which process eats the most time in your firm. We'll tell you plainly whether an agent should handle it, how much it should do on its own, and what it would take.