Professional services — Cortex

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Professional services

# Keep the knowledge with the work.

Turn engagement intake, delivery handovers, and approved research into shared workflows that preserve client context.

[Explore the possibilities](#industry-workflows)

A day in professional services

## An engagement handover with the assumptions intact.

- ### The signal

A project lead hands an engagement to a new delivery team.

- ### The context

The agent reads the approved brief, meeting decisions, milestone plan, and client-specific materials within the engagement’s access boundary.

- ### The next move

It drafts a handover separating confirmed scope from unresolved assumptions. The engagement lead approves any client deliverable or change in scope.

Illustrative workspace · Sample data

### Engagement lead desk

EngagementOperations assessment

ConfirmedDiscovery milestone

Open questionSource access approval

Next stepConfirm delivery handover

Prepared for human review

A workflow concept, not a connected system or a customer result.

Where to start

## The next person starts with the brief, not another search.

Client work passes between people, documents, and delivery tools. Give each engagement a focused app and an assistant that can prepare context from its authorized materials.

What you could build

## Keep the context as the work changes hands.

A useful app for your team. A focused role for the agent. Real sources behind the work.

01

### Engagement intake

The appA structured view of the brief, missing requirements, and responsible team.

The agentClarify the request and prepare an engagement summary from approved context.

The evidenceThe client brief and confirmed scope, with assumptions kept separate.

02

### Delivery handovers

The appA shared view of project work, open questions, and next-step ownership.

The agentPrepare handovers and identify gaps in the available project evidence.

The evidenceProject records and client-approved commitments.

03

### Research preparation

The appA focused knowledge space for the engagement's authorized materials.

The agentFind relevant sources and prepare an evidence-based working summary for review.

The evidenceAccessible source documents and clear distinctions between findings and suggestions.

Your context, connected

## Work with the systems you already rely on.

Configure authorized API, database, or MCP connections around the workflow. Source access, freshness, and permitted actions stay explicit.

[How Cortex connects context](/docs/)

- Client-approved project files

- Engagement briefs

- Delivery checklists

- Internal methodology

[01

Explore the workflow

## Customer request intake

Help an intake agent understand a request, collect missing details, and prepare a ticket for the right team.](/use-cases/customer-intake/)[02

Explore the workflow

## Daily team handover

Replace a scattered handover with a shared checklist, visible responsibilities, and an assistant that helps prepare the context.](/use-cases/daily-handover/)[03

Explore the workflow

## Internal knowledge assistant

Give teams an assistant that works with approved knowledge, explains its sources, and knows when the answer is missing.](/use-cases/knowledge-assistant/)

Design the boundaries

## Useful work needs clear limits.

- Keep client materials separated by their access rules.

- Distinguish confirmed scope from assumptions and suggestions.

- Require people to approve external deliverables, scope changes, and professional advice.

A practical first step

## Start focused. Learn from real work.

Begin with one engagement and a small set of approved materials. Keep client data separated and require people to approve scope changes, external deliverables, and professional advice.

### What to measure in your pilot

- Handovers needing additional clarification

- Time spent finding engagement context

- Open assumptions awaiting client confirmation

Agree on a baseline with your team. These are suggested measures, not promised results.

Start with your work

## What would you build first?

Bring one process. Let’s explore what it could become.

Let’s talk about your workflow

## Meet your next way of working.

Demo bookings are coming soon. For now, take a look around the interactive preview to see how Cortex brings apps, agents, and oversight together.

[Explore the preview](/#platform)

This preview doesn’t collect or send your information.

[Documentation](https://usecortex.co/docs/) · [Agent index](https://usecortex.co/llms.txt)