Legal Agents
Browse our collection of legal AI agents
Sara
Sara is an AI-powered Salesforce agent designed to handle technical customer support emails. It reads incoming technical queries, references a library of internal technical documentation and historical email training data, and generates accurate, context-aware replies. It can also classify issues, escalate based on defined rules, and initiate refunds when authorized, automating key parts of the support workflow.
Legal Contract Assistant
Legal Contract Assistant is an AI agent designed to automate contract management tasks for prime brokers. It compares golden clauses with executed contract clauses to flag any material deviations. It also reviews all executed contracts and subsequent amendments, synthesizing them into a consolidated, up-to-date final contract version for legal and compliance teams.
DataMeld
DataMeld is an intelligent agent that uses LLMs to automatically map upstream data formats to downstream application schemas. It eliminates manual mapping efforts by intelligently interpreting data structures and business contexts to ensure seamless data integration.
Sales Strategy Assistant
Sales Strategy Assistant is an AI-powered Salesforce agent designed to help marketing and sales teams research prospects, align outreach with funding stages and business needs, and generate personalized sales pitches. It synthesizes company profiles, funding status, key contacts, and opportunity timing to optimize meeting booking and increase conversion rates.
Risk Manager
Risk Manager is a holistic agentic system designed for prime brokers to automate the ingestion and extraction of monthly financial statements. It fetches files in any format, intelligently extracts financial entities, populates structured fields into a financial portal, flags conflicts for manual review, and redacts sensitive information. It combines multiple specialized agents into a seamless end-to-end workflow for risk and compliance teams.
Contract Impact Analyzer
Contract Impact Analyzer is a Legal AI agent that identifies the clients impacted by changes to golden clauses. It automates impact analysis across executed contracts, highlights material differences in updated agreements, and drafts notification emails with the updated contracts attached. Designed for seamless MCP-based integration, it enhances contract management workflows without requiring heavy system changes.
Agentic Legal Platform
Agentic Legal Platform is a comprehensive, end-to-end AI-driven application designed to automate contract management for prime brokers. It integrates multiple specialized legal agents to compare golden clauses with executed contracts, synthesize final versions incorporating all amendments, perform client impact analysis for clause changes, and support ad-hoc legal tasks. The platform offers seamless integration into existing systems via MCP architecture, providing powerful functionality with minimal deployment complexity.
Financial Data Extractor
Financial Data Extractor is a highly specialized AI agent designed to extract financial data from public and private financial statements with 100% accuracy and zero false positives. Pre-trained on a wide variety of statement formats, it eliminates the need for additional training, providing production-grade data extraction out of the box for critical financial workflows.
Healthcare Record Extractor
Healthcare Record Extractor is an AI agent designed to read and digitize complete patient dockets. It intelligently identifies key documents such as pathology reports, consultation notes, and blood work results, and structures the extracted data for seamless integration into healthcare ERP systems like Cerner, Epic, and others.
Medical Entity Recognizer
Medical Entity Recognizer is a specialized AI agent that performs Named Entity Recognition (NER) on medical documents. It identifies clinical terms, diseases, symptoms, medications, procedures, and anatomical references, transforming unstructured medical text into structured, analyzable data for healthcare applications.
Clinical Coding Assistant
Clinical Coding Assistant is an AI agent that analyzes patient documentation and automatically generates standardized clinical codes such as ICD-10, CPT, and SNOMED CT. It streamlines the medical billing, insurance claims, and compliance processes by ensuring accurate and consistent coding.
Commercial Real Estate Deal Summarizer
Commercial Real Estate Deal Summarizer is an AI agent that analyzes commercial real estate documents to automatically extract and generate concise deal summaries. It identifies key terms, financial details, property descriptions, obligations, and timelines, producing structured summaries ready for internal reviews or client presentations.
Joint Venture Structuring Assistant
Joint Venture Structuring Assistant is an AI agent that analyzes real estate joint venture documents to extract key structural elements such as ownership splits, capital commitments, management roles, and exit strategies. It organizes critical terms into structured formats to support negotiations, compliance, and internal reporting.
Real Estate Document QA Extractor
Real Estate Document QA Extractor is an AI agent that allows users to upload real estate documents, ask questions about them, and receive structured tabular answers. It enables users to quickly extract property details, financial terms, lease agreements, and more without manually reviewing large files.
Plausibility Check and Anomaly Detection Agent
Plausibility Check and Anomaly Detection Agent is an advanced AI system built for central banks to detect unusual patterns in financial transaction data. Combining traditional ML models with GenAI, it flags implausible rates, missing references, volume anomalies, and other suspicious activities. Designed to help institutions like SARB proactively detect manipulation risks similar to the LIBOR scandal, it provides explainable insights and supports regulatory actions.
Investor Relations Data Updater
Investor Relations Data Updater is an AI agent that continuously monitors and updates investor databases by scraping LinkedIn profiles, company websites, and public filings. It ensures that investor addresses, contact details, leadership profiles, and investment data are always current, reducing manual tracking efforts for IR teams and improving relationship management quality.
Lending Plate - Agentic Lending Platform
Lending Plate is a full end-to-end agentic platform built for lending companies, where specialized AI agents augment human teams across the entire loan lifecycle. From loan origination, salary extraction, eKYC, fraud detection, risk profiling, loan sanctioning, disbursal, to recovery and reconciliation, the system automates critical tasks while allowing teams to intervene where needed, creating a scalable, compliant, and highly efficient lending operation.
Financial Model Review and Enhancement Agent
Financial Model Review and Enhancement Agent evaluates existing financial models built on company filings. It validates what the model already covers, identifies gaps versus ideal analyst expectations, and proposes intelligent upgrades. The agent helps standardize financial models, improve forecasting quality, and continuously evolve the financial modeling framework based on newly available public data.
Contract Compliance Checker
Contract Compliance Checker is an AI agent that reads legal contracts and automatically verifies compliance against key regulations such as GDPR, HIPAA, SOX, PCI DSS, and CCPA. It identifies non-compliant clauses, classifies severity levels, recommends corrective actions, and generates audit-ready compliance reports, helping legal and compliance teams manage regulatory risk more efficiently.
Procurement Optimization and Cost Synergy Agent
Procurement Optimization and Cost Synergy Agent identifies cost savings opportunities across enterprise procurement operations. It detects price discrepancies for identical products, recommends supplier consolidation, flags unusual spend patterns, and highlights supplier financial risks. Powered by AI-driven agents, it continuously monitors procurement spend, optimizes contracts, and drives actionable savings strategies across brands and geographies.
Return Automation Agent
Return Automation Agent enables customers to upload product images and automates the return initiation process by validating purchases, detecting defects, and checking return policy eligibility. If the AI confidence is high, returns are initiated automatically; otherwise, human review is escalated. Designed to minimize manual workload for customer service teams while improving customer experience for product returns.