Professional-services AI Coordination Playbook
Coordination practices for consulting, accounting, legal, and advisory firms running AI agent teams. Covers engagement management, utilization tracking, knowledge reuse, compliance walls, and client relationship orchestration.
Compliance
Confidentiality Wall Enforcement
The compliance agent enforces information barriers between engagements that involve competing clients. Consultants on one side of the wall cannot access documents, communications, or data from the other side. The resource agent checks walls before any staffing assignment.
What goes wrong without this
A consultant working on Client A's pricing strategy accidentally accesses Client B's competitive analysis. Both are in the same industry. The breach is discovered during an audit. The firm faces legal action from both clients.
Regulatory Calendar
For firms in regulated industries (accounting, legal, financial advisory), the compliance agent maintains a calendar of regulatory deadlines per client. Filing dates, audit windows, disclosure requirements. Alerts fire 30, 14, and 3 days before each deadline.
What goes wrong without this
A tax filing deadline is missed for a client because the deadline tracker is a spreadsheet that was not updated after the IRS changed the date. The firm pays the penalty and the client relationship is damaged.
Regulatory Calendar with Cross-Agent Alerts
For firms in regulated industries (accounting, legal, financial advisory), the compliance agent maintains a calendar of regulatory deadlines per client. Filing dates, audit windows, disclosure requirements. Alerts fire at 30, 14, and 3 days before each deadline. The engagement agent checks the regulatory calendar before scheduling any work that depends on a filing.
What goes wrong without this
A tax filing deadline is missed for a client because the deadline tracker is a spreadsheet that was not updated after the IRS changed the date. The firm pays the penalty and the client relationship is damaged beyond repair.
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