Documents templates

For each new client, the agent runs a structured intake, fills in the client context, scaffolds the standard setup from your playbook, assembles a client-facing onboarding pack, self-checks it for completeness, and hands it to you to approve.

Before a kickoff, a research desk deep-dives the prospect's business, market, competitors, and stack with a cited claim for every finding, a verifier adversarially checks every load-bearing claim against its source, and the desk produces a kickoff dossier for you to approve.

Each week the agent pulls the engagement's real activity, decisions, and open questions, translates them into the client's language, self-critiques the draft against a quality bar, and lands a client-ready status report for you to approve and send.

Attach a transcript and the agent drafts a structured, faithful summary and proposes the action items as tasks with owners and due dates for you to approve.

Attach a document and the agent converts or manipulates it — PDF to docx, office to Markdown, xlsx and docx edits, OCR, merge or split — and drafts the result for you to approve.

Attach a client brief and the agent drafts a scoped, priced proposal with assumptions and flagged open questions, pressure-tests it, and hands it to you to approve and send.

On the schedule you choose, the agent pulls delivered work and hours, compares them to the retainer scope, computes utilization, flags over- or under-delivery and scope creep, self-critiques the draft, and lands a digest for you to approve.