Workflows that run on their own, with a person approving what matters.
I build them inside Microsoft 365, Google Workspace or Claude, then help you run them.
What one audit can find
This example is made up. The agreements, records and amounts are not from a client. It shows the kind of audit an agent can run across agreements and records.
Pro-rata rights in 4 new rounds · first deadline in 9 days · $2.1M allocation
Quarterly reports overdue under information rights · 7 companies
Most-favoured-nation clause triggered by later SAFEs on better terms · 2 companies
Total
$2.1M of pro-rata allocation at risk · first deadline in 9 days
Waiting for you
Notices to founders and a note for the partners drafted · Awaiting your approval
Sale closed inside the 12-month fee tail, to a buyer the firm introduced · $630,000
Billable expenses never invoiced · 9 engagements · $38,400
Minimum fee not invoiced on ended mandates · 2 engagements · $150,000
Total
$818,400 owed across 12 engagements
Waiting for you
Invoices and cover letters drafted · Awaiting your approval
Annual price rise not applied · 11 contracts · $97,200
Expired discount still given · 8 contracts · $61,900
Minimum volume not billed · 4 contracts · $27,300
Total
$186,400 under-billed across 23 contracts
Waiting for you
23 catch-up invoices and letters drafted · Awaiting your approval
How every build works
A person approves anything that leaves the firm.
Nothing is saved to the record until the user says so, and only the draft they were shown is saved.
Nothing is sent automatically.
Follow-ups are drafts the user sends from their own email. The tools can't send.
Every number comes from tested rules.
Health ratings and business-day counts come from tested rules. The AI shows the result and never works it out.