Perspectis AI agents
Each agent is a governed, auditable application of the Perspectis platform. Every agent has its own detail page.
- The Personal Assistant (Core)The front door: a single conversational surface across Exchange, Teams, Copilot, CRM, and DMS—with MCP as a governed gateway for third-party agents.
- The Information Security AgentPlatform-level enforcement of information barriers, access control, PII protection, and prompt security—the security foundation every other agent runs on.
- The Governance & Compliance AgentThe management and compliance layer for AI in your firm—ISO 42001-aligned system management, agent observability, and a governed gateway for third-party agents.
- The Time AgentCaptures billable time as a natural byproduct of work—not a manual interruption. OCG-aware from the moment of entry, with human review before submission.
- The OCG AgentIngests outside counsel guidelines and enforces them at the point of action—across matters, not as a forgotten PDF.
- The Billing AgentGenerates, stages, and approves invoices—with LEDES-format compliance and AI-assisted billing workflows—so every bill goes out accurate, approved, and audit-ready.
- The Billing Optimization AgentApplies AI to your billing patterns—rate analysis, billing model optimisation, and dispute-ready insight—so the firm captures more revenue and defends every bill with evidence.
- The Pricing AgentDraws on your firm's matter history for defensible fee estimates, live burn tracking, and threshold alerts before issues reach the client.
- The Payments AgentConnects client-facing payment collection and firm-side disbursements to the matter and billing layer—so every payment is tracked, approved, and reconciled without leaving the platform.
- The Client & Matter Journey AgentManages firm-side client relationships and matter delivery in one connected surface—from intake to close, with client health, milestones, risk, and budgets visible in one place.
- The Prospecting & Pipeline AgentScores and prioritises prospects using firm and market intelligence, keeps pipeline visible, and syncs with CRM—so BD teams spend time on the right relationships, not data reconciliation.
- The Event-Client Matching AgentFirms invest in events—but matching attendee lists to client records across CRM, billing, and DMS is still manual. This agent closes that gap at the point of event close, turning event investment into client relationship intelligence.
- The Experience & Context AgentSurfaces the 'why' behind your firm's work—connecting clients, matters, people, and decisions through the context graph, with experience search and transaction intelligence built in.
- The Living Bio AgentGenerates and maintains attorney bios that stay current from live matter experience and firm history—always pitch-ready, always grounded in verifiable credentials.
- The Tacit Knowledge AgentCaptures expertise as it is applied in real work—structured sessions with partners and senior lawyers build evolving institutional memory the firm can query and reuse in pitches and matters.