Patterns
Reference architectures
Governance designs for common agentic workflows. Each pattern shows the flow, the controls that hold it accountable, its escalation paths, and the lessons learned. Where one exists, it also includes a worked before-and-after assessment.
Legal Matter Intake
An agent that receives inbound matters, extracts key facts, classifies matter type, and proposes a routing, leaving the assignment decision to a human.
Regulatory Monitoring
An agent that watches regulatory sources, identifies changes relevant to the business, and drafts impact summaries for the compliance team.
Contract Review
An agent that reviews incoming contracts against a playbook, flags deviations, and proposes redlines for a lawyer to approve.
Client Communication Drafting
An assistant that drafts client communications for a professional to review and send, with drafting-only authority enforced in code, because the defining risk at this band is authority creep.
Contract Obligation Tracking
An agent that extracts obligations from executed contracts, schedules reminders, and notifies owners as deadlines approach.
Client Onboarding
An agent that orchestrates onboarding: collecting documents, running checks, and progressing the case, pausing for human approval at decision gates.
Customer Service
An agent that resolves common customer requests end to end within tight limits, and hands off anything outside its remit.
Compliance Monitoring
An agent that monitors transactions and communications for compliance risk, prioritising cases for the surveillance team.
Content Moderation
An agent that moderates user content against policy, auto-actioning clear cases and escalating the ambiguous ones.
Financial Approval
An agent that approves low-value, low-risk payments automatically within strict limits. This is the highest-autonomy pattern, demanding the strongest controls.