StackeoPlatform / Agents
Included in the founding firms programme
Vision prepares the mission. The firm signs it off.
Vision’s agents carry out whole missions for the firm and bring back work ready for review, with its sources.
Several missions at once. An agent splits the work, runs the steps in parallel and returns one result for a person to check.
Missions, from start to finish
Your team spends its time on clients and judgement; the agents carry the preparation.
In parallel
Hand over one mission or ten: each one runs its steps at the same time.
On a schedule
A mission can run again each week or each month, for the same dossiers.
From your documents
Agents work from the dossier’s documents and cite them.
You keep control of the work
See the plan before it runs, review the result before it leaves.
The plan first
Each mission shows its steps; you adjust them before it starts.
Review and approve
The draft shows what changed; a person approves it or sends it back.
Every step logged
Who asked, what the agent did, which sources it used.
To the firm’s standard
Agents follow the firm’s own procedures, not generic ones.
Your procedures
Vision Skills: the firm’s methods, versioned and tested, that agents apply.
Your tools
Connectors used with the rights of the person who asked.
Included in the founding firms programme
How firms use it.
Accounting firms
Month-end VAT
A mission per client gathers the period’s documents and lists the points to check.
Missing documents
Reminders prepared for each client, sent by a person of the firm.
Law firms
Hearing preparation
Facts, exhibits and the decisions cited, gathered into one file for the lawyer.
Conflict checks
The parties checked before a matter opens, for the lawyer’s decision.
The rules that apply. On every page of the platform, on every offer.
Our rules for your data- Your rights, never moreOur rule: Vision acts with the permissions of the person asking and of the firm.
- A person’s yes firstOur rule: anything sensitive waits for a person of the firm to approve it.
- Each firm isolatedOur rule: no firm can reach another’s data, and every boundary is checked by automated attempts to cross it.
- Sources cited, steps loggedOur rule: Vision cites the documents it used, and every step of its work goes to the firm’s log.
Questions, answered.
ContactCan an agent send something on its own?
No. Our rule: anything sensitive, sending or filing included, waits for a person of the firm to approve it.
How do we get agents?
Included in the founding firms programme.
How do we check an agent’s work?
Each result cites its sources and each step is in the firm’s log, so a person can check every point.
Join the founding firms.
Tell us how your firm works: the founders answer you and set Stackeo up with you.