Agents that know each client
Your staff already drafts with Claude or Copilot. The drafts are fast and generic, because the agent doesn't know the client.
Client quirks, written down
Special VAT schemes, year-end preferences, materiality calls, the partner's tone for management letters. Capture them in the client's folder and every agent drafting for that client uses them.
Folder tree
- root
- camden-roasters
- pennine-joinery
- vat
- special-method
- year-end
- brackenfield-care
- harlow-logistics
- meridian-dental
- thornbury-architects
pennine-joinery › vat
special-method
House standards, shared once
Working-paper standards and review checklists apply to every engagement. Write them one time as cross-cutting memories instead of pasting them into prompts.
Written once · edited in one place
- brackenfield-care applies
- camden-roasters applies
- pennine-joinery applies
- thornbury-architects applies
Juniors propose, partners approve
A junior's agent can suggest something worth keeping. It becomes shared knowledge only when a reviewer signs off. That's how your practice already works.
-
special-method
pennine-joinery · junior via Claude
-
vat-signoff
camden-roasters · Tom Reed
-
records-first
brackenfield-care · Maya Patel
-
year-end-notes
thornbury-architects · Aisha Bello
pennine-joinery › vat
special-method
via ClaudeA record reviewers will like
Every change, approval, and agent read is logged, without exposing content. Handy when someone asks how AI is controlled in your practice.
- 14:22 Claude · agent retrieve root.meridian-dental.proposals
- 14:21 Maya Patel approve proposal_01j9…
- 14:07 Aisha Bello · via Claude propose memory_01j8…
- 13:58 Tom Reed token grant session_9f2…
- 13:41 Maya Patel sign in identity_a41…
Actions and ids only. Memory content never appears here.
Get your practice in early.
Request access and start with one client folder and one house standard.