Agents and automations
From event to next action, with human review.
Operational agents, automations, connectors and professional skills form the execution layer of Castilho Torres IA. They cut repetitive operational work and keep the work organized, while preserving the points where a professional reviews. Every workflow depends on configured triggers, permissions and integrations.
By configuration Effective automation depends on configured workflows, triggers, permissions and integrations.
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The expensive problem
Reminders, triage, status updates and follow-up reports eat hours of qualified professionals’ time. Automating without judgment creates a new risk: actions taken before anyone has reviewed them.
- Qualified professionals stuck on repetitive operational work.
- Deadlines at risk for lack of a reminder or routing.
- Uncontrolled automation that acts before review.
How it works
- Intake A request arrives or an event happens, such as an approaching deadline or a stalled matter.
- Triage The automation classifies the request and gathers the context needed.
- Action A task is created, a next step is proposed or a notice is prepared.
- Review The responsible person validates it before it has any external effect.
Inside the execution layer
Four catalog areas. All are configurable and depend on the rollout.
Operational agents
Conversational assistance to look up matters and contacts, find open tasks, prepare operational summaries, suggest next steps, help with record keeping and escalate actions for approval.
By configurationAutomations
Follow-ups, alerts, routing, notices, task updates and assisted reports, with the review step kept in place.
By configurationConnectors
WhatsApp, Gmail, Outlook, Google Calendar, Google Drive, Slack, website chat and APIs for external systems. A listed connector is not an active integration: availability is confirmed for each rollout.
By configurationProfessional skills
Structured methods for contracts, tax, documents, audits, research and client intake. Each procedure requires definition, implementation and testing.
By configurationWhat changes for each person
Partner
Makes sure nothing significant leaves the firm without review, even with more automation.
Team
Stops spending time on reminders, internal chasing and status updates.
Legal operations
Standardizes recurring procedures with tested skills instead of improvised prompts.
Illustrative example
A realistic workflow
An illustrative example, with fictional data, of how the work moves through the platform.
- Every Monday, the operations agent checks for matters with no activity for more than ten days.
- It finds three stalled matters, identifies the owners and prepares a summary.
- The automation proposes a reminder to each owner and a short alignment call with the team lead.
- The team lead approves the reminders and adjusts the time of the call.
- The reminders go out through the configured channel, and the tasks are updated.
Illustrative example. Actions on data depend on permissions, connected tools and validation.
How it connects to the rest of the platform
What depends on configuration
- Effective automation depends on configured workflows, triggers, permissions and integrations.
- A listed connector is not an active integration.
- Skills require definition, implementation and testing before day-to-day use.
- Actions with external effect, such as messages to clients, must go through approval.
Objections and common questions
See all questionsCan the agent act on its own?
The agent looks up, organizes and proposes. Actions on data depend on permissions and connected tools, and significant actions are escalated for approval.
Which integrations are available on my account?
Each connector’s availability is confirmed during rollout. Talk to the team to map the channels your operation uses.
Can I create a skill for one of my firm’s procedures?
Skills are configurable capabilities. Each procedure is defined, implemented and tested with the team before it goes into use.
How do I stop an automation sending something wrong to a client?
By keeping human review before any external effect. That is how the workflows are designed.
Automate the repetitive. Keep the review.
Start with the seven-day trial, or talk to the team about the workflows and connectors your operation needs.
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