AI agent use case
First drafts in your language, routed for review before anything sends
A drafting role prepares correspondence and documents from your approved templates and your records, then routes the draft to a reviewer. Nothing leaves the organization without a human release.
What this fixes
The operating problem
- Routine correspondence is written from scratch each time.
- Tone and terminology vary depending on who wrote it.
- Follow-ups are missed because drafting is the bottleneck.
Capabilities
What the role does
Capabilities are configured per engagement. What this role is permitted to do in your operation is documented during architecture and approved before deployment.
Template-bound drafting
Draft only from approved templates and clauses, populated from your records.
Context from the record
Use the governed record for the client, entity or matter rather than pasted context.
Review routing
Send each draft to the reviewer defined for that type of correspondence.
Version trail
Keep the draft, the edits and the released version attached to the record.
Inputs and outputs
What it works from, what it produces
Works from
- Approved templates and language
- The governed record for the matter
- Review and release rules
Produces
- A reviewable draft
- A review and release trail
- The released document stored on the record
Human checkpoints
Where a person stays in control
- 01
External or financial correspondence always passes a human checkpoint.
- 02
Drafts are bound to approved language, not free composition.
- 03
Released versions are recorded against the source record.
Questions
Common questions
Can it send email on its own?
Only where your organization explicitly approves an automatic release for a low-consequence message type. The default is human release.
Whose language does it use?
Yours. Templates, clauses and tone are defined with your team during architecture.
Client portal
See drafting and correspondence in your own Command Center
Sign in to the client portal to open the model built from your assessment — the roles configured for you, the modules and integrations they touch, and the stage your engagement is in.
No assessment yet? Start the Architecture Assessment. Already have a results link? Open your Command Center.
Next step
Define how drafting and correspondence should work in your operation
The Architecture Assessment maps your operating model and data reality, then documents the roles, scope and checkpoints for your build.