Built for the work that runs your business.
Five categories of agentic workflows. Each one maps an operational pain to concrete triggers, steps, human-review checkpoints, and outputs — not abstract "AI assistants."
Documents
Drafting, proposals, contracts, and reviews. Humans approve every customer-facing output.
- Proposal drafting
- Contract review
- Letter generation
Finance
Billing, invoicing, reconciliation, and overdue follow-up — without the manual chase.
- Invoice drafting
- Reconciliation
- Overdue follow-up
Intake
Qualify, enrich, and route new leads, customers, and matters automatically.
- Lead qualification
- Matter intake
- Customer onboarding
Legal
Workflows tuned for professional-services firms with strict review and audit requirements.
- Matter intake
- Motion drafting
- Client comms
Operations
Service workflows, dispatch, status updates, and follow-through across systems.
- Service dispatch
- Status follow-up
- SOP execution
Don't see your workflow? Talk to us.
Every operations team has a workflow that doesn't fit a productized box. Forge engagements design and run custom workflows for exactly your operations.
Book a 30-minute discovery