Working with an agent

An agent is one job the firm sets to run on its own: the missing-document chase before anyone is in, the tidy-up after every client meeting. You come in to the gathering already done, drafts waiting, and nothing sent.

What it never does

Same rules your own requests run under: stand-ins to the model, the same holds, the same signed record.

• Send, file, or pay. The confirm on anything with a consequence belongs to a person, by name.
• Grow its own reach. Drafting and sending are separate, so a drafting agent cannot quietly become a sending one.
• Guess. Two files answering the same request queue as one question for you.
• Email a client twice. If a send went out but the update behind it did not, it repairs only the part that failed.
• Wander. Asked for something outside its job, it stops before a record is opened. How Proxara works draws that line in full.

Steering and stopping

Steer it the way you would steer a junior: skip this client, leave that thread, hand this piece back. The change applies from the next run, and handing work back costs nothing, since the draft and the evidence stay with the engagement.

Stopping is the firm's, and it works mid-stride: a withdrawn agent's next move simply fails, and what it already did stays on the record.

In the morning

Open what is waiting: the drafts, and anything it queued rather than guessed. You confirm with the real client and recipient in front of you, and only then does anything move.