Services
Report & document agents
Draft regulated, templated deliverables from your data and public records.
What it is
An agent that produces the first draft of a report your firm already delivers - the same template, the same sections, the same sources. It pulls the records, fills the structure, and attaches a citation to every claim, so your reviewer opens a working draft instead of a blank page. Everything downstream of their judgment stays theirs: the review, the edits, the signature.
When you need it
Repeatable, predictable reports - low-judgment work that still takes real hours to assemble.
What a first build looks like
An agent that drafts one report your team already produces on a schedule - human-assisted drafting, with every checkpoint kept.
The first artifact is always the decomposition: your report, split into blocks - boilerplate, fill-in, AI-draft, human-owned.
The line we build to
The agent drafts
- ▪Record pulls from public databases and your own files
- ▪Assembly into the published template, schema, or item list
- ▪A citation on every claim - nothing enters the draft unsourced
Your professional owns
- ▪Every judgment call the report exists to carry
- ▪Review and edits, exactly as today
- ▪The signature - liability never moves
The gathering is automated. The verification never is.