SOLEMI / INDUSTRY FIELD GUIDEPROFESSIONAL SERVICES
Make the firm’sknowledge work atthe decision.
Consultancies, legal teams, engineering firms, and other knowledge businesses repeatedly rebuild context across proposals, projects, research, staffing, and review. Solemi helps partners turn approved firm knowledge and live engagement data into agents that prepare the work without pretending judgment can be automated away.
Extend expert capacity without weakening professional judgment.
Agents can make approved expertise easier to use, preserve citations and client boundaries, and return professionals to the decisions that require their judgment.
How the work could take shape.
These professional-services scenarios are composites of recurring knowledge and review patterns. They explain what a delivery team would implement while keeping expert judgment—and the client relationship—with the firm.
IMPLEMENTATION 01 / LARGE GLOBAL CONSULTANCYKNOWLEDGE + AGENT ENGINEERING / EXPERT REVIEW
KNOWLEDGE AT HANDTarget outcome: make approved firm knowledge usable at the moment a consultant frames a decision, proposal, or client discussion.
Firmwide research and briefing agents
The operating need
Consultants repeatedly searched across practice repositories, research subscriptions, prior work, and expert networks before they could assemble a reliable point of view.
What the team built
A team classified the knowledge estate and built an orchestrated research workflow that decomposes a question, searches permitted sources, evaluates evidence, and returns a cited briefing.
How it went live
One practice area supplied the first corpus and evaluation questions. Permission tests, citation checks, expert feedback, and source freshness were operational requirements rather than a final review.
Who stays responsible
Consultants verify sources, assumptions, interpretation, and the client-facing conclusion. Restricted engagement material remains isolated by role and client boundary.
Composite scenario based on public implementation research. It is not a named Solemi client engagement.
EXCEPTIONS FIRSTTarget outcome: focus specialists on the clauses and eligibility questions that actually differ from the firm’s approved position.
Contract and eligibility exception workflow
The operating need
Professionals spent hours comparing agreements and incentive requests against standard positions, guidance, risk tolerances, and prior accepted language.
What the team built
The team built an intake and comparison workflow that extracts relevant terms, checks them against firm-authored criteria, cites the controlling guidance, and produces an exception report.
How it went live
One agreement class and one eligibility program launched against previously reviewed files. Subject-matter experts corrected the criteria and output format before live use expanded.
Who stays responsible
Lawyers and accountable specialists resolve every exception, own the source guidance, and approve the final advice, clause, or eligibility determination.
Composite scenario based on public implementation research. It is not a named Solemi client engagement.
Transform the context work around expert judgment.
These are starting patterns, not preselected products. Discovery determines whether the workflow, data, controls, and expected value justify engineering an agent.
01
Research and briefing agent
Decompose a question, search approved internal and external sources, evaluate the findings, and return a cited briefing for expert review.
HUMAN AUTHORITYExperts verify sources, assumptions, and the client-facing conclusion.
02
Engagement intelligence agent
Bring CRM, proposals, project history, delivery signals, and account knowledge together before meetings and operating reviews.
HUMAN AUTHORITYEngagement leaders own commitments, staffing, and commercial decisions.
03
Contract and quality review agent
Compare work against approved positions, standards, and precedent; prepare an exception report rather than silently editing the outcome.
HUMAN AUTHORITYQualified reviewers resolve every material exception.
The firm’s knowledge must be classified, current, attributable, and client-safe.
Discovery maps the source corpus, engagement boundaries, expertise owners, prior accepted work, quality criteria, and the moments where a citation, refusal, or specialist escalation is required.
The trusted advisor can extend from insight into the working system.
Management consultancies, specialist advisors, agencies, and product studios already understand the client’s work. Solemi gives them the PM and engineers required to sell and deliver the transformation under their own brand.
Make scarce expertise easier for every client to reach.
Partner with Solemi to capture the sources, decisions, exceptions, and controls behind a defensible agent workflow. You sell and lead the transformation; our PM and engineers perform behind your firm.
