Starting points for teams whose work depends on context, repeated decisions and cross-tool coordination. These are illustrative workflow patterns, not published client case studies or measured results. Start with one job and agree how to test it.
Matter context, drafting standards, templates, and review rules are scattered across documents, inboxes, and individual lawyers.
A governed matter workspace with knowledge ingest, source-linked drafting, approval gates, and reusable playbooks.
Models, assumptions, reporting logic, and commentary live in fragile spreadsheets and manual review loops.
An agent-native finance workspace with deterministic model logic, scenario runs, audit trails, and narrative reporting.
Work moves through tools, exceptions, Slack threads, and undocumented operator judgment.
A workflow map that turns recurring decisions into schemas, approvals, routing rules, and eval-backed automations.
Client delivery depends on senior context, old proposals, scattered methodology, and repeated scoping work.
A delivery memory layer that turns prior work into reusable scoping, research, proposal, and quality-control systems.
Research, decisions, source material, and output standards do not compound across projects.
A source-grounded knowledge layer where agents can retrieve, compare, draft, and cite against governed company memory.
The founder still carries the real operating system in their head while SaaS tools hold fragments of it.
A founder operating layer that captures principles, decisions, customer logic, recurring workflows, and delegation rules.
Bring one process that is slow, fragile or hard to change. We will look at what a useful first version could do.
Scope, cost and operating responsibilities are agreed before a build starts.