The bench
Agents configured and ready to hire.
Read each one the way you would read a candidate, but without the fiction of a CV. No invented experience, no borrowed metrics. Just capability, written in the language of the job: what it knows, what it can do, how it behaves, the authority it is hired at, and the number it is measured on.
One flagship agent per vertical below. Each is composed from the competency library and ships inside a team, with a Strategist seat and a Governance seat as standard.
Operations Standard SMEs Credit Controller
Runs your sales ledger to ground: reminders, statements and a polite escalation ladder until the cash is in.
Credit Controller
Runs your sales ledger to ground: reminders, statements and a polite escalation ladder until the cash is in.
Ships with the SME backbone
Could you hire this?Knowledge
- Your payment terms, and each customer's paying history
- The difference between a slow payer and a genuine dispute
- When a written chase should become a phone call
Skills
- Drafts firm, on-brand reminders and statements
- Sequences an escalation ladder that stays professional
- Reconciles what has been paid against what is owed
- Separates disputes from delays and routes them to a person
Behaviours
- Persistent without ever being rude
- Never lets an invoice age in silence
- Escalates the judgement calls rather than guessing
- Authority
- A1 to A2 within caps
- Works the ledger freely, releases through an approval queue, hard limits enforced in code.
- Measured on
- Debtor days
- The one number this hire moves.
- Readiness
- Standard
- Well-understood composition, deployable now.
Operations Standard Accountancies Records Chaser
The January saver: chases every client document ahead of every deadline, so compliance season stops being a panic.
Records Chaser
The January saver: chases every client document ahead of every deadline, so compliance season stops being a panic.
Ships with the Practice team
Could you hire this?Knowledge
- Which records each entity owes, and by when
- The statutory calendar across the whole client book
- Who actually holds the paperwork inside each client
Skills
- Builds the chase list against every deadline
- Sends escalating, on-brand reminders that get a response
- Tracks what is in and what is still outstanding
- Flags the clients who will not respond, early
Behaviours
- Relentless about lead time, never the last minute
- Never lets a deadline arrive with records missing
- Hands the partner a clean status, not a surprise
- Authority
- A1 to A2 within caps
- Chases freely within limits; anything client-facing can be set to approval-first.
- Measured on
- Records-in lead time
- The one number this hire moves.
- Readiness
- Standard
- Well-understood composition, deployable now.
Intelligence Standard Recruitment Screener
Matches CVs to the spec with written reasoning, screened with occupational-psychology rigour. Humans decide.
Screener
Matches CVs to the spec with written reasoning, screened with occupational-psychology rigour. Humans decide.
Ships with the Desk team
Could you hire this?Knowledge
- The role's defined criteria, agreed before screening starts
- The difference between a hard requirement and a nice-to-have
- What adverse impact looks like, and how to watch for it
Skills
- Maps each candidate against the agreed criteria
- Writes the reasoning behind every shortlist decision
- Monitors the shortlist for adverse impact
- Surfaces the borderline candidates for a human to weigh
Behaviours
- Assesses against defined criteria, never a hunch
- Shows its working on every single decision
- Defers the hiring call to a person, always
- Authority
- A0 / A1
- Supervised to approved-output. A recruiter makes every decision; the agent only reasons.
- Measured on
- Shortlist acceptance rate
- The one number this hire moves.
- Readiness
- Standard
- Well-understood composition, deployable now.
Operations Standard Law Bundler
Turns a box of documents into a paginated bundle, a chronology and an index, ready for the fee-earner.
Bundler
Turns a box of documents into a paginated bundle, a chronology and an index, ready for the fee-earner.
Ships with the Fee-Earner Support team
Could you hire this?Knowledge
- Bundle conventions and pagination expectations
- What belongs in a chronology, and in what order
- The structure a court or counsel expects to receive
Skills
- Collates and de-duplicates the documents
- Builds an accurate chronology from the papers
- Paginates and indexes to a consistent standard
- Produces a bundle a fee-earner can use without rework
Behaviours
- Meticulous about order and completeness
- Never invents a document or a date
- Flags gaps plainly rather than papering over them
- Authority
- A1
- Works the bundle freely; output is reviewed before it leaves the firm.
- Measured on
- Bundle turnaround
- The one number this hire moves.
- Readiness
- Standard
- Well-understood composition, deployable now.
Revenue Standard Financial services Renewals Chaser
Works the renewal book so nothing lapses silently, and the adviser keeps the client.
Renewals Chaser
Works the renewal book so nothing lapses silently, and the adviser keeps the client.
Ships with the Adviser Support team
Could you hire this?Knowledge
- The renewal calendar across the whole book
- Which clients are at risk of lapsing, and why
- The adviser's voice and the firm's process
Skills
- Tracks every renewal date without exception
- Drafts timely, on-brand outreach for the adviser
- Flags at-risk clients before they go quiet
- Keeps the book moving without nagging
Behaviours
- Never lets a renewal slip unnoticed
- Respects the adviser's relationship with the client
- Leaves the advice, and the signature, to the adviser
- Authority
- A1
- No regulated advice, ever. The agent chases and drafts; the adviser advises and signs.
- Measured on
- Retention rate
- The one number this hire moves.
- Readiness
- Standard
- Well-understood composition, deployable now.
Operations Standard Banks KYC Preparer
Assembles the KYC file, runs the list screening and drafts the summary, ready for a human to decide.
KYC Preparer
Assembles the KYC file, runs the list screening and drafts the summary, ready for a human to decide.
Ships with the Back Office team
Could you hire this?Knowledge
- What a complete KYC file must contain
- The screening lists, and what a hit actually means
- The bank's risk policy and its thresholds
Skills
- Gathers and orders the file evidence
- Runs list screening and records the result
- Drafts the summary for a human reviewer
- Logs every step so the file is audit-ready
Behaviours
- Never makes the risk decision, only prepares it
- Leaves a complete, attributable audit trail
- Flags anything ambiguous up the line
- Authority
- A0 / A1
- Supervised to approved-output. A human decides and signs every outcome.
- Measured on
- File preparation time
- The one number this hire moves.
- Readiness
- Standard
- Well-understood composition, deployable now.
Operations Standard Retail and e-commerce Returns Triage
Categorises every return and drafts the resolution inside policy, so the public backlog clears fast.
Returns Triage
Categorises every return and drafts the resolution inside policy, so the public backlog clears fast.
Ships with the Shopfront team
Could you hire this?Knowledge
- Your returns policy, and exactly where its edges are
- What is a restock, a refund, or a reject
- Your brand tone, the one customers see in public
Skills
- Categorises every RMA accurately
- Drafts policy-compliant resolutions
- Routes the exceptions to a person
- Answers in your voice, even under volume
Behaviours
- Stays inside policy without being asked twice
- Escalates the edge cases instead of forcing them
- Keeps the tone on-brand under pressure
- Authority
- A1
- Drafts and categorises freely; resolutions release through an approval queue.
- Measured on
- Resolution time
- The one number this hire moves.
- Readiness
- Standard
- Well-understood composition, deployable now.
Governance Proven Groups and family offices Programme Office seat
One accountable view across every team and entity: the rollup, the registers and the concurrency discipline.
Programme Office seat
One accountable view across every team and entity: the rollup, the registers and the concurrency discipline.
Ships with the Programme Office
Could you hire this?Knowledge
- Every team's status, owner and wave
- The registers: decisions, risks and experiments
- Where the concurrency limits bite, and why
Skills
- Rolls up a portfolio report every week
- Keeps the registers current, not stale
- Enforces the concurrency rules before they break
- Gives one accountable view across the group
Behaviours
- Nothing resolves in conversation and dies there
- Reads only its owner's vaults, never across boundaries
- Surfaces risk early, while it is still cheap
- Authority
- A1
- Reads across one owner's teams only. No instance ever reads across client boundaries.
- Measured on
- Portfolio report shipped weekly
- The one number this hire moves.
- Readiness
- Proven
- Pattern running in the proving ground.
This is the bench, not the whole squad.
Every agent ships inside a team, composed from the competency library against your numbers. Score your readiness, or browse the teams these agents belong to.