Professional services
Turn engagement intake, delivery handovers, and approved research into shared workflows that preserve client context.
A day in professional services
A project lead hands an engagement to a new delivery team.
The agent reads the approved brief, meeting decisions, milestone plan, and client-specific materials within the engagement’s access boundary.
It drafts a handover separating confirmed scope from unresolved assumptions. The engagement lead approves any client deliverable or change in scope.
Illustrative workspace · Sample data
Prepared for human review
A workflow concept, not a connected system or a customer result.
Where to start
Client work passes between people, documents, and delivery tools. Give each engagement a focused app and an assistant that can prepare context from its authorized materials.
What you could build
A useful app for your team. A focused role for the agent. Real sources behind the work.
Your context, connected
Configure authorized API, database, or MCP connections around the workflow. Source access, freshness, and permitted actions stay explicit.
How Cortex connects contextHelp an intake agent understand a request, collect missing details, and prepare a ticket for the right team.
Replace a scattered handover with a shared checklist, visible responsibilities, and an assistant that helps prepare the context.
Give teams an assistant that works with approved knowledge, explains its sources, and knows when the answer is missing.
Design the boundaries
A practical first step
Begin with one engagement and a small set of approved materials. Keep client data separated and require people to approve scope changes, external deliverables, and professional advice.
Agree on a baseline with your team. These are suggested measures, not promised results.
Start with your work
Bring one process. Let’s explore what it could become.