Professional Services
Govern AI agents in regulated advisory contexts
Confidentiality, conflict, supervision and competence — the regulatory expectations on legal and accounting firms applied to the agent estate.
Regulator alignment
Typical deployment context
Legal research copilots, accounting agents and regulated advisory workflows must preserve client confidentiality, surface conflicts, evidence supervision and demonstrate professional competence. AgentAudit's tenant isolation, privilege-aware redaction and supervision evidence are designed for the realities of professional services regulation.
Sector control overlay
- Client matter isolation and privilege-aware redaction
- Conflict-of-interest surfacing in retrieval
- Supervision evidence: partner / senior review attestation
- Competence evidencing for agent-augmented advice
- Engagement-letter aligned disclosure templates
Use cases
Legal research copilot
Authority-grounded research with citation verification and supervising-partner review trail.
Contract review agent
Clause extraction and risk flagging with lawyer-in-the-loop sign-off and matter isolation.
Bundle preparation
Document organisation and pagination with privilege-aware redaction and audit trail.
Audit working-paper assistant
Schedule preparation and sample selection with ICAEW-aligned evidence capture.
Tax research copilot
Statutory and case-law synthesis with HMRC-position awareness and reviewer countersign.
Client onboarding screening
AML and conflict screening with named-reviewer attestation and immutable evidence.
"Sector-specific customer testimonial will be published here once design partner engagements progress to named attribution."
Govern your professional services agent estate
Book a 30-minute walkthrough with our team. We'll map your agent estate, regulator surface and rollout plan.