Specialized AI agents

Convert raw client emails or RFPs into a structured intake record.

Inputs

Email thread or RFP PDF

Output

Structured intake JSON + first-pass discovery questions

Run a structured discovery interview and synthesize a brief.

Inputs

Client transcriptExisting notes

Output

Discovery brief (problem, goals, constraints, stakeholders)

Industry, competitor, and regulatory research with citations.

Inputs

IndustryTopic

Output

Research memo with sources

Draft target-state architecture with components, integrations, and trade-offs.

Inputs

Discovery briefConstraints

Output

Architecture doc + diagram description

Produce a phased delivery plan with workstreams and dependencies.

Inputs

ScopeConstraintsTeam size

Output

Project plan + RACI

Generate a complete client-ready SOW from case context.

Inputs

Case workspace

Output

Draft SOW (all sections)

Build a defensible T&M or fixed-fee estimate with assumptions.

Inputs

Project planRoles + rates

Output

Pricing estimate worksheet

Compress a deliverable into a 1-page board-ready summary.

Inputs

Source deliverable

Output

Executive summary (markdown)

Draft polished client emails matching tone and context.

Inputs

RecipientGoalContext

Output

Email draft

Surface and rank delivery, technical, and commercial risks.

Inputs

Case workspace

Output

Ranked risk register